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REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST 401k Plan overview

Plan NameREGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST
Plan identification number 501

REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

BOARD OF TRUSTEES, REGIONAL DIST. COUNCIL WELFAREPLAN AND TRUST has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, REGIONAL DIST. COUNCIL WELFAREPLAN AND TRUST
Employer identification number (EIN):562546659
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-07-01
5012015-07-01JOSEPH SIMPSON
5012014-07-01BERNARD EVERS
5012013-07-01
5012012-07-01JOSE J. MENDOZA JOSE J. MENDOZA2014-01-31
5012011-07-01JOSE J. MENDOZA
5012010-07-01DANIEL S. PARKER
5012009-07-01DONALD ZAMPA

Plan Statistics for REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST

401k plan membership statisitcs for REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST

Measure Date Value
2016
Total participants, beginning-of-year2016-07-011,296
Total number of active participants reported on line 7a of the Form 55002016-07-01951
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01951
Number of employers contributing to the scheme2016-07-0167
2015
Total participants, beginning-of-year2015-07-01987
Total number of active participants reported on line 7a of the Form 55002015-07-011,296
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-011,296
Number of employers contributing to the scheme2015-07-0164
2014
Total participants, beginning-of-year2014-07-01695
Total number of active participants reported on line 7a of the Form 55002014-07-01987
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01987
Number of employers contributing to the scheme2014-07-0141
2013
Total participants, beginning-of-year2013-07-01658
Total number of active participants reported on line 7a of the Form 55002013-07-01691
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01695
Number of employers contributing to the scheme2013-07-0144
2012
Total participants, beginning-of-year2012-07-01516
Total number of active participants reported on line 7a of the Form 55002012-07-01658
Total of all active and inactive participants2012-07-01658
Number of employers contributing to the scheme2012-07-0152
2011
Total participants, beginning-of-year2011-07-01485
Total number of active participants reported on line 7a of the Form 55002011-07-01516
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01516
Number of employers contributing to the scheme2011-07-0157
2010
Total participants, beginning-of-year2010-07-01507
Total number of active participants reported on line 7a of the Form 55002010-07-01485
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01485
Number of employers contributing to the scheme2010-07-0142
2009
Total participants, beginning-of-year2009-07-01433
Total number of active participants reported on line 7a of the Form 55002009-07-01507
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01507
Number of employers contributing to the scheme2009-07-0142

Financial Data on REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST

Measure Date Value
2017
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$15,120
Total unrealized appreciation/depreciation of assets2017-06-30$15,120
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,275,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$526,262
Total income from all sources (including contributions)2017-06-30$4,521,154
Total loss/gain on sale of assets2017-06-30$162,279
Total of all expenses incurred2017-06-30$4,599,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,585,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,783,137
Value of total assets at end of year2017-06-30$9,035,570
Value of total assets at beginning of year2017-06-30$8,365,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,014,529
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$187,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$167,243
Administrative expenses professional fees incurred2017-06-30$174,961
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$79,080
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$3,362,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$75,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$92,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$76,180
Administrative expenses (other) incurred2017-06-30$453,101
Liabilities. Value of operating payables at end of year2017-06-30$77,822
Liabilities. Value of operating payables at beginning of year2017-06-30$118,262
Total non interest bearing cash at end of year2017-06-30$109,585
Total non interest bearing cash at beginning of year2017-06-30$48,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-78,799
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,760,148
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,838,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$42,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,621,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,948,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$222,680
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$296,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$3,704,057
Employer contributions (assets) at end of year2017-06-30$412,059
Employer contributions (assets) at beginning of year2017-06-30$436,661
Income. Dividends from common stock2017-06-30$20,653
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$0
Contract administrator fees2017-06-30$344,268
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$817,036
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$820,273
Liabilities. Value of benefit claims payable at end of year2017-06-30$1,197,600
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$408,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$18,642
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$460,478
Aggregate carrying amount (costs) on sale of assets2017-06-30$298,199
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30WITHUMSMITH & BROWN, P.C.
Accountancy firm EIN2017-06-30222027092
2016
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-9,010
Total unrealized appreciation/depreciation of assets2016-06-30$-9,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$526,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$607,623
Total income from all sources (including contributions)2016-06-30$3,651,747
Total loss/gain on sale of assets2016-06-30$6,291
Total of all expenses incurred2016-06-30$3,903,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,872,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$3,494,331
Value of total assets at end of year2016-06-30$8,365,209
Value of total assets at beginning of year2016-06-30$8,698,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,031,102
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$226,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$203,717
Administrative expenses professional fees incurred2016-06-30$175,669
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$2,613,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$92,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$37,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$53,833
Administrative expenses (other) incurred2016-06-30$515,723
Liabilities. Value of operating payables at end of year2016-06-30$118,262
Liabilities. Value of operating payables at beginning of year2016-06-30$102,990
Total non interest bearing cash at end of year2016-06-30$48,415
Total non interest bearing cash at beginning of year2016-06-30$229,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-252,247
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,838,947
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$8,091,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$42,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,948,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$7,247,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$259,891
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-66,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$3,494,331
Employer contributions (assets) at end of year2016-06-30$436,661
Employer contributions (assets) at beginning of year2016-06-30$353,595
Income. Dividends from common stock2016-06-30$22,798
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$0
Contract administrator fees2016-06-30$296,986
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$820,273
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$807,128
Liabilities. Value of benefit claims payable at end of year2016-06-30$408,000
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$450,800
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$18,642
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$24,164
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$31,861
Aggregate carrying amount (costs) on sale of assets2016-06-30$25,570
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BOND BEEBE PC
Accountancy firm EIN2016-06-30521044197
2015
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$36,166
Total unrealized appreciation/depreciation of assets2015-06-30$36,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$607,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$353,903
Total income from all sources (including contributions)2015-06-30$3,386,326
Total loss/gain on sale of assets2015-06-30$25
Total of all expenses incurred2015-06-30$3,028,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,181,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,194,589
Value of total assets at end of year2015-06-30$8,698,817
Value of total assets at beginning of year2015-06-30$8,087,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$846,951
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$193,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$177,215
Administrative expenses professional fees incurred2015-06-30$135,334
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$1,947,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$37,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$223,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$53,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$163,643
Administrative expenses (other) incurred2015-06-30$424,595
Liabilities. Value of operating payables at end of year2015-06-30$102,990
Liabilities. Value of operating payables at beginning of year2015-06-30$115,065
Total non interest bearing cash at end of year2015-06-30$229,244
Total non interest bearing cash at beginning of year2015-06-30$85,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$357,719
Value of net assets at end of year (total assets less liabilities)2015-06-30$8,091,194
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,733,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$42,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$7,247,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,735,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$234,337
Asset value of US Government securities at end of year2015-06-30$0
Asset value of US Government securities at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-38,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,194,589
Employer contributions (assets) at end of year2015-06-30$353,595
Employer contributions (assets) at beginning of year2015-06-30$308,332
Income. Dividends from common stock2015-06-30$16,666
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$0
Contract administrator fees2015-06-30$244,236
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$807,128
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$684,388
Liabilities. Value of benefit claims payable at end of year2015-06-30$450,800
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$75,195
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$24,164
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$50,113
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$63
Aggregate carrying amount (costs) on sale of assets2015-06-30$38
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BOND BEEBE, P.C.
Accountancy firm EIN2015-06-30521044197
2014
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$79,841
Total unrealized appreciation/depreciation of assets2014-06-30$79,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$353,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$248,778
Total income from all sources (including contributions)2014-06-30$2,988,202
Total loss/gain on sale of assets2014-06-30$27,791
Total of all expenses incurred2014-06-30$1,572,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$868,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,108,408
Value of total assets at end of year2014-06-30$8,087,378
Value of total assets at beginning of year2014-06-30$6,566,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$704,006
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$168,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$141,006
Administrative expenses professional fees incurred2014-06-30$140,305
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$748,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$223,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$91,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$163,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Administrative expenses (other) incurred2014-06-30$282,518
Liabilities. Value of operating payables at end of year2014-06-30$115,065
Liabilities. Value of operating payables at beginning of year2014-06-30$94,135
Total non interest bearing cash at end of year2014-06-30$85,562
Total non interest bearing cash at beginning of year2014-06-30$33,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,415,932
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,733,475
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,317,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$39,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,735,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,707,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$120,082
Asset value of US Government securities at end of year2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$603,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,108,408
Employer contributions (assets) at end of year2014-06-30$308,332
Employer contributions (assets) at beginning of year2014-06-30$154,502
Income. Dividends from common stock2014-06-30$27,825
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$0
Contract administrator fees2014-06-30$241,392
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$684,388
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$579,300
Liabilities. Value of benefit claims payable at end of year2014-06-30$75,195
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$154,643
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$50,113
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$134,315
Aggregate carrying amount (costs) on sale of assets2014-06-30$106,524
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BOND BEEBE, P.C.
Accountancy firm EIN2014-06-30521044197
2013
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$70,814
Total unrealized appreciation/depreciation of assets2013-06-30$70,814
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$248,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$132,576
Total income from all sources (including contributions)2013-06-30$1,682,286
Total loss/gain on sale of assets2013-06-30$-4,542
Total of all expenses incurred2013-06-30$1,717,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,038,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,378,738
Value of total assets at end of year2013-06-30$6,566,321
Value of total assets at beginning of year2013-06-30$6,485,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$679,584
Total interest from all sources2013-06-30$215
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$98,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$21,511
Administrative expenses professional fees incurred2013-06-30$152,201
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$850,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$91,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$38,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Administrative expenses (other) incurred2013-06-30$283,909
Liabilities. Value of operating payables at end of year2013-06-30$94,135
Liabilities. Value of operating payables at beginning of year2013-06-30$76,153
Total non interest bearing cash at end of year2013-06-30$33,565
Total non interest bearing cash at beginning of year2013-06-30$346,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-35,342
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,317,543
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,352,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$13,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,707,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,895,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$187,384
Asset value of US Government securities at end of year2013-06-30$0
Asset value of US Government securities at beginning of year2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$138,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,378,738
Employer contributions (assets) at end of year2013-06-30$154,502
Employer contributions (assets) at beginning of year2013-06-30$205,760
Income. Dividends from common stock2013-06-30$76,643
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$0
Contract administrator fees2013-06-30$230,005
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$579,300
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$0
Liabilities. Value of benefit claims payable at end of year2013-06-30$154,643
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$56,423
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$20,307
Aggregate carrying amount (costs) on sale of assets2013-06-30$24,849
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BOND BEEBE, P.C.
Accountancy firm EIN2013-06-30521044197
2012
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$191,451
Total unrealized appreciation/depreciation of assets2012-06-30$191,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$132,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$230,532
Total income from all sources (including contributions)2012-06-30$1,500,279
Total loss/gain on sale of assets2012-06-30$-18,926
Total of all expenses incurred2012-06-30$1,285,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$705,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,360,603
Value of total assets at end of year2012-06-30$6,485,461
Value of total assets at beginning of year2012-06-30$6,369,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$580,650
Total interest from all sources2012-06-30$126,371
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$32,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$986
Administrative expenses professional fees incurred2012-06-30$154,536
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$582,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$38,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$195,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$58,743
Administrative expenses (other) incurred2012-06-30$196,548
Liabilities. Value of operating payables at end of year2012-06-30$76,153
Liabilities. Value of operating payables at beginning of year2012-06-30$140,575
Total non interest bearing cash at end of year2012-06-30$346,197
Total non interest bearing cash at beginning of year2012-06-30$328,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$214,296
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,352,885
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,138,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$22,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$5,895,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$621,732
Income. Interest from US Government securities2012-06-30$76,905
Income. Interest from corporate debt instruments2012-06-30$49,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$122,828
Asset value of US Government securities at end of year2012-06-30$0
Asset value of US Government securities at beginning of year2012-06-30$2,046,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-191,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,360,603
Employer contributions (assets) at end of year2012-06-30$205,760
Employer contributions (assets) at beginning of year2012-06-30$111,379
Income. Dividends from common stock2012-06-30$31,239
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,337,963
Contract administrator fees2012-06-30$207,363
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$1,726,400
Liabilities. Value of benefit claims payable at end of year2012-06-30$56,423
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$31,214
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$8,238,498
Aggregate carrying amount (costs) on sale of assets2012-06-30$8,257,424
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BOND BEEBE, P.C.
Accountancy firm EIN2012-06-30521044197
2011
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$192,862
Total unrealized appreciation/depreciation of assets2011-06-30$192,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$230,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$254,328
Total income from all sources (including contributions)2011-06-30$1,718,584
Total loss/gain on sale of assets2011-06-30$131,858
Total of all expenses incurred2011-06-30$1,075,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$575,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,104,069
Value of total assets at end of year2011-06-30$6,369,094
Value of total assets at beginning of year2011-06-30$5,749,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$500,520
Total interest from all sources2011-06-30$143,157
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$27,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$25
Administrative expenses professional fees incurred2011-06-30$113,951
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$391,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$195,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$238,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$58,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$230,816
Administrative expenses (other) incurred2011-06-30$139,124
Liabilities. Value of operating payables at end of year2011-06-30$140,575
Liabilities. Value of operating payables at beginning of year2011-06-30$1,665
Total non interest bearing cash at end of year2011-06-30$328,652
Total non interest bearing cash at beginning of year2011-06-30$186,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$643,024
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,138,562
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,495,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$38,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$621,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$497,863
Income. Interest from US Government securities2011-06-30$84,613
Income. Interest from corporate debt instruments2011-06-30$58,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$183,851
Asset value of US Government securities at end of year2011-06-30$2,046,988
Asset value of US Government securities at beginning of year2011-06-30$2,169,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$119,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,104,069
Employer contributions (assets) at end of year2011-06-30$111,379
Employer contributions (assets) at beginning of year2011-06-30$183,479
Income. Dividends from common stock2011-06-30$27,611
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$1,337,963
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$1,120,198
Contract administrator fees2011-06-30$208,533
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$1,726,400
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$1,353,987
Liabilities. Value of benefit claims payable at end of year2011-06-30$31,214
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$21,847
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$4,298,839
Aggregate carrying amount (costs) on sale of assets2011-06-30$4,166,981
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BOND BEEBE P.C.
Accountancy firm EIN2011-06-30521044197

Form 5500 Responses

2016
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31454
Policy instance 1
Insurance contract or identification numberHCL31454
Number of Individuals Covered1155
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
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 $249,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3332533
Policy instance 1
Insurance contract or identification number3332533
Number of Individuals Covered1094
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $56,609
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
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 $149,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,609
Insurance broker organization code?3
Insurance broker nameTHOMAS SWEENEY
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3332533
Policy instance 1
Insurance contract or identification number3332533
Number of Individuals Covered694
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,223
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
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 $205,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,223
Insurance broker organization code?3
Insurance broker nameTHOMAS SWEENEY
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3332533
Policy instance 1
Insurance contract or identification number3332533
Number of Individuals Covered560
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $30,024
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
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 $154,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,024
Insurance broker organization code?3
Insurance broker namePIT VII, INC.
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3332533
Policy instance 1
Insurance contract or identification number3332533
Number of Individuals Covered561
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
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 $134,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3332533
Policy instance 1
Insurance contract or identification number3332533
Number of Individuals Covered375
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
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 $109,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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