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MEMPHIS CONSTRUCTION BENEFIT FUND 401k Plan overview

Plan NameMEMPHIS CONSTRUCTION BENEFIT FUND
Plan identification number 501

MEMPHIS CONSTRUCTION BENEFIT FUND Benefits

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

401k Sponsoring company profile

MEMPHIS CONSTRUCTION BENEFIT FUND has sponsored the creation of one or more 401k plans.

Company Name:MEMPHIS CONSTRUCTION BENEFIT FUND
Employer identification number (EIN):620933920
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMPHIS CONSTRUCTION BENEFIT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01DOUG IRWIN
5012016-01-01DOUG IRWIN
5012015-01-01DOUG IRWIN
5012014-01-01DOUG IRWIN
5012013-01-01DOUG IRWIN
5012012-01-01DOUG IRWIN
5012011-01-01DOUG IRWIN
5012010-01-01DOUG IRWIN
5012009-01-01DOUG IRWIN
5012009-01-01DOUG IRWIN

Plan Statistics for MEMPHIS CONSTRUCTION BENEFIT FUND

401k plan membership statisitcs for MEMPHIS CONSTRUCTION BENEFIT FUND

Measure Date Value
2023: MEMPHIS CONSTRUCTION BENEFIT FUND 2023 401k membership
Total participants, beginning-of-year2023-01-01275
Total number of active participants reported on line 7a of the Form 55002023-01-01271
Number of retired or separated participants receiving benefits2023-01-0140
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01311
Number of employers contributing to the scheme2023-01-0124
2022: MEMPHIS CONSTRUCTION BENEFIT FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01247
Total number of active participants reported on line 7a of the Form 55002022-01-01235
Number of retired or separated participants receiving benefits2022-01-0140
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01275
Number of employers contributing to the scheme2022-01-0121
2021: MEMPHIS CONSTRUCTION BENEFIT FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01250
Total number of active participants reported on line 7a of the Form 55002021-01-01210
Number of retired or separated participants receiving benefits2021-01-0137
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01247
Number of employers contributing to the scheme2021-01-0118
2020: MEMPHIS CONSTRUCTION BENEFIT FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01244
Total number of active participants reported on line 7a of the Form 55002020-01-01214
Number of retired or separated participants receiving benefits2020-01-0136
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01250
Number of employers contributing to the scheme2020-01-0115
2019: MEMPHIS CONSTRUCTION BENEFIT FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01228
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-0135
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01244
Number of employers contributing to the scheme2019-01-0116
2018: MEMPHIS CONSTRUCTION BENEFIT FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01202
Total number of active participants reported on line 7a of the Form 55002018-01-01196
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01228
Number of employers contributing to the scheme2018-01-0115
2017: MEMPHIS CONSTRUCTION BENEFIT FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01199
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of retired or separated participants receiving benefits2017-01-0130
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of employers contributing to the scheme2017-01-0114
2016: MEMPHIS CONSTRUCTION BENEFIT FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01179
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of retired or separated participants receiving benefits2016-01-0131
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01199
Number of employers contributing to the scheme2016-01-0115
2015: MEMPHIS CONSTRUCTION BENEFIT FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-0129
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01179
Number of employers contributing to the scheme2015-01-0114
2014: MEMPHIS CONSTRUCTION BENEFIT FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01149
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-0130
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01162
Number of employers contributing to the scheme2014-01-0115
2013: MEMPHIS CONSTRUCTION BENEFIT FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01166
Total number of active participants reported on line 7a of the Form 55002013-01-01149
Number of retired or separated participants receiving benefits2013-01-0129
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01178
Number of employers contributing to the scheme2013-01-0116
2012: MEMPHIS CONSTRUCTION BENEFIT FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-01137
Number of retired or separated participants receiving benefits2012-01-0129
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01166
Number of employers contributing to the scheme2012-01-0117
2011: MEMPHIS CONSTRUCTION BENEFIT FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01178
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-0129
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01170
Number of employers contributing to the scheme2011-01-0118
2010: MEMPHIS CONSTRUCTION BENEFIT FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01241
Total number of active participants reported on line 7a of the Form 55002010-01-01151
Number of retired or separated participants receiving benefits2010-01-0127
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01178
Number of employers contributing to the scheme2010-01-0119
2009: MEMPHIS CONSTRUCTION BENEFIT FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01198
Total number of active participants reported on line 7a of the Form 55002009-01-01214
Number of retired or separated participants receiving benefits2009-01-0127
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01241

Financial Data on MEMPHIS CONSTRUCTION BENEFIT FUND

Measure Date Value
2023 : MEMPHIS CONSTRUCTION BENEFIT FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$111,132
Total unrealized appreciation/depreciation of assets2023-12-31$111,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$352,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$260,805
Total income from all sources (including contributions)2023-12-31$3,052,288
Total loss/gain on sale of assets2023-12-31$-8,657
Total of all expenses incurred2023-12-31$2,378,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,103,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,718,839
Value of total assets at end of year2023-12-31$7,527,923
Value of total assets at beginning of year2023-12-31$6,763,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$275,052
Total interest from all sources2023-12-31$217,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$127,153
Participant contributions at end of year2023-12-31$2,285
Participant contributions at beginning of year2023-12-31$1,636
Assets. Other investments not covered elsewhere at end of year2023-12-31$21,373
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$14,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$48,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$292,734
Other income not declared elsewhere2023-12-31$13,182
Administrative expenses (other) incurred2023-12-31$143,030
Liabilities. Value of operating payables at end of year2023-12-31$48,300
Liabilities. Value of operating payables at beginning of year2023-12-31$10,209
Total non interest bearing cash at end of year2023-12-31$253,828
Total non interest bearing cash at beginning of year2023-12-31$172,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$673,347
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,175,561
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,502,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$19,750
Income. Interest from US Government securities2023-12-31$108,154
Income. Interest from corporate debt instruments2023-12-31$109,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$107,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$67,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$67,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$520
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$305,303
Asset value of US Government securities at end of year2023-12-31$4,745,945
Asset value of US Government securities at beginning of year2023-12-31$4,445,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,591,686
Employer contributions (assets) at end of year2023-12-31$224,685
Employer contributions (assets) at beginning of year2023-12-31$179,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,798,586
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$2,123,647
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$1,588,636
Contract administrator fees2023-12-31$68,400
Liabilities. Value of benefit claims payable at end of year2023-12-31$304,062
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$250,596
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$3,656,280
Aggregate carrying amount (costs) on sale of assets2023-12-31$3,664,937
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2023-12-31621802605
2022 : MEMPHIS CONSTRUCTION BENEFIT FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-199,274
Total unrealized appreciation/depreciation of assets2022-12-31$-199,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$260,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$235,522
Total income from all sources (including contributions)2022-12-31$2,469,816
Total loss/gain on sale of assets2022-12-31$-40,456
Total of all expenses incurred2022-12-31$2,622,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,355,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,308,816
Value of total assets at end of year2022-12-31$6,763,019
Value of total assets at beginning of year2022-12-31$6,890,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$266,804
Total interest from all sources2022-12-31$99,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$56,826
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$122,583
Participant contributions at end of year2022-12-31$1,636
Participant contributions at beginning of year2022-12-31$1,374
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,527
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$292,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$840,746
Other income not declared elsewhere2022-12-31$301,303
Administrative expenses (other) incurred2022-12-31$123,822
Liabilities. Value of operating payables at end of year2022-12-31$10,209
Liabilities. Value of operating payables at beginning of year2022-12-31$13,550
Total non interest bearing cash at end of year2022-12-31$172,446
Total non interest bearing cash at beginning of year2022-12-31$126,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-152,451
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,502,214
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,654,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$17,756
Income. Interest from US Government securities2022-12-31$65,911
Income. Interest from corporate debt instruments2022-12-31$33,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$67,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$88,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$88,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$202
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$264,299
Asset value of US Government securities at end of year2022-12-31$4,445,881
Asset value of US Government securities at beginning of year2022-12-31$3,880,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,186,233
Employer contributions (assets) at end of year2022-12-31$179,988
Employer contributions (assets) at beginning of year2022-12-31$209,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,091,164
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$1,588,636
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,729,687
Contract administrator fees2022-12-31$68,400
Liabilities. Value of benefit claims payable at end of year2022-12-31$250,596
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$221,972
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,533,828
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,574,284
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2022-12-31621802605
2021 : MEMPHIS CONSTRUCTION BENEFIT FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-68,959
Total unrealized appreciation/depreciation of assets2021-12-31$-68,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$235,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$400,373
Total income from all sources (including contributions)2021-12-31$3,000,940
Total loss/gain on sale of assets2021-12-31$-44,440
Total of all expenses incurred2021-12-31$2,879,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,635,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,166,130
Value of total assets at end of year2021-12-31$6,890,187
Value of total assets at beginning of year2021-12-31$6,933,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$244,360
Total interest from all sources2021-12-31$101,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$43,526
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$124,654
Participant contributions at end of year2021-12-31$1,374
Participant contributions at beginning of year2021-12-31$4,429
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,855
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$840,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$76,758
Other income not declared elsewhere2021-12-31$846,895
Administrative expenses (other) incurred2021-12-31$113,679
Liabilities. Value of operating payables at end of year2021-12-31$13,550
Liabilities. Value of operating payables at beginning of year2021-12-31$14,784
Total non interest bearing cash at end of year2021-12-31$126,258
Total non interest bearing cash at beginning of year2021-12-31$96,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$121,321
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,654,665
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,533,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,755
Income. Interest from US Government securities2021-12-31$64,242
Income. Interest from corporate debt instruments2021-12-31$37,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$88,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$27,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$27,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$249,005
Asset value of US Government securities at end of year2021-12-31$3,880,565
Asset value of US Government securities at beginning of year2021-12-31$4,639,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,041,476
Employer contributions (assets) at end of year2021-12-31$209,809
Employer contributions (assets) at beginning of year2021-12-31$245,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,386,254
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$1,729,687
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,833,238
Contract administrator fees2021-12-31$68,400
Liabilities. Value of benefit claims payable at end of year2021-12-31$221,972
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$385,589
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$6,232,803
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,277,243
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2021-12-31621802605
2020 : MEMPHIS CONSTRUCTION BENEFIT FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$44,227
Total unrealized appreciation/depreciation of assets2020-12-31$44,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$400,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$311,523
Total income from all sources (including contributions)2020-12-31$2,722,292
Total loss/gain on sale of assets2020-12-31$18,247
Total of all expenses incurred2020-12-31$2,683,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,310,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,327,338
Value of total assets at end of year2020-12-31$6,933,717
Value of total assets at beginning of year2020-12-31$6,806,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$373,791
Total interest from all sources2020-12-31$138,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$35,446
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$111,503
Participant contributions at end of year2020-12-31$4,429
Participant contributions at beginning of year2020-12-31$855
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,697
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$14,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$76,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$203,582
Other income not declared elsewhere2020-12-31$193,920
Administrative expenses (other) incurred2020-12-31$250,731
Liabilities. Value of operating payables at end of year2020-12-31$14,784
Liabilities. Value of operating payables at beginning of year2020-12-31$24,638
Total non interest bearing cash at end of year2020-12-31$96,688
Total non interest bearing cash at beginning of year2020-12-31$349,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$38,486
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,533,344
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,494,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$19,214
Income. Interest from US Government securities2020-12-31$86,001
Income. Interest from corporate debt instruments2020-12-31$52,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$27,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$25,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$25,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$69
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$143,120
Asset value of US Government securities at end of year2020-12-31$4,639,974
Asset value of US Government securities at beginning of year2020-12-31$3,895,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,215,835
Employer contributions (assets) at end of year2020-12-31$245,249
Employer contributions (assets) at beginning of year2020-12-31$164,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,166,895
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,833,238
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$2,153,284
Contract administrator fees2020-12-31$68,400
Liabilities. Value of benefit claims payable at end of year2020-12-31$385,589
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$286,885
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,749,931
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,731,684
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2020-12-31621802605
2019 : MEMPHIS CONSTRUCTION BENEFIT FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$65,884
Total unrealized appreciation/depreciation of assets2019-12-31$65,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$311,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$230,406
Total income from all sources (including contributions)2019-12-31$2,504,739
Total loss/gain on sale of assets2019-12-31$-29,386
Total of all expenses incurred2019-12-31$1,955,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,614,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,087,030
Value of total assets at end of year2019-12-31$6,806,381
Value of total assets at beginning of year2019-12-31$6,175,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$340,885
Total interest from all sources2019-12-31$180,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$25,416
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$85,758
Participant contributions at end of year2019-12-31$855
Participant contributions at beginning of year2019-12-31$79
Assets. Other investments not covered elsewhere at end of year2019-12-31$14,445
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$13,873
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$203,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$45,394
Other income not declared elsewhere2019-12-31$200,246
Administrative expenses (other) incurred2019-12-31$228,997
Liabilities. Value of operating payables at end of year2019-12-31$24,638
Liabilities. Value of operating payables at beginning of year2019-12-31$15,065
Total non interest bearing cash at end of year2019-12-31$349,485
Total non interest bearing cash at beginning of year2019-12-31$301,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$549,320
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,494,858
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,945,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,072
Income. Interest from US Government securities2019-12-31$91,017
Income. Interest from corporate debt instruments2019-12-31$89,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$25,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$265,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$265,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$900
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$128,584
Asset value of US Government securities at end of year2019-12-31$3,895,376
Asset value of US Government securities at beginning of year2019-12-31$3,604,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,001,272
Employer contributions (assets) at end of year2019-12-31$164,181
Employer contributions (assets) at beginning of year2019-12-31$129,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,485,950
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$2,153,284
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$1,815,575
Contract administrator fees2019-12-31$68,400
Liabilities. Value of benefit claims payable at end of year2019-12-31$286,885
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$215,341
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,613,884
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,643,270
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2019-12-31621802605
2018 : MEMPHIS CONSTRUCTION BENEFIT FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$4,798
Total unrealized appreciation/depreciation of assets2018-12-31$4,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$230,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$202,826
Total income from all sources (including contributions)2018-12-31$2,020,784
Total loss/gain on sale of assets2018-12-31$-14,642
Total of all expenses incurred2018-12-31$1,566,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,189,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,873,096
Value of total assets at end of year2018-12-31$6,175,944
Value of total assets at beginning of year2018-12-31$5,693,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$376,348
Total interest from all sources2018-12-31$112,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$24,419
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$79,831
Participant contributions at end of year2018-12-31$79
Participant contributions at beginning of year2018-12-31$1,261
Assets. Other investments not covered elsewhere at end of year2018-12-31$13,873
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$13,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$45,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$27,975
Other income not declared elsewhere2018-12-31$44,774
Administrative expenses (other) incurred2018-12-31$266,993
Liabilities. Value of operating payables at end of year2018-12-31$15,065
Liabilities. Value of operating payables at beginning of year2018-12-31$23,962
Total non interest bearing cash at end of year2018-12-31$301,038
Total non interest bearing cash at beginning of year2018-12-31$283,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$454,631
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,945,538
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,490,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$16,536
Income. Interest from US Government securities2018-12-31$65,899
Income. Interest from corporate debt instruments2018-12-31$45,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$265,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$-41,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$-41,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,081
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$118,824
Asset value of US Government securities at end of year2018-12-31$3,604,617
Asset value of US Government securities at beginning of year2018-12-31$3,423,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,793,265
Employer contributions (assets) at end of year2018-12-31$129,472
Employer contributions (assets) at beginning of year2018-12-31$132,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,070,981
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$1,815,575
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$1,852,482
Contract administrator fees2018-12-31$68,400
Liabilities. Value of benefit claims payable at end of year2018-12-31$215,341
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$178,864
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,760,679
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,775,321
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2018-12-31621802605
2017 : MEMPHIS CONSTRUCTION BENEFIT FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-25,396
Total unrealized appreciation/depreciation of assets2017-12-31$-25,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$202,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$161,260
Total income from all sources (including contributions)2017-12-31$1,739,761
Total loss/gain on sale of assets2017-12-31$-11,147
Total of all expenses incurred2017-12-31$1,445,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,114,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,635,740
Value of total assets at end of year2017-12-31$5,693,733
Value of total assets at beginning of year2017-12-31$5,357,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$330,117
Total interest from all sources2017-12-31$81,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$33,207
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$81,499
Participant contributions at end of year2017-12-31$1,261
Participant contributions at beginning of year2017-12-31$1,914
Assets. Other investments not covered elsewhere at end of year2017-12-31$13,712
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$27,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$18,333
Other income not declared elsewhere2017-12-31$59,023
Administrative expenses (other) incurred2017-12-31$213,029
Liabilities. Value of operating payables at end of year2017-12-31$23,962
Liabilities. Value of operating payables at beginning of year2017-12-31$19,553
Total non interest bearing cash at end of year2017-12-31$283,385
Total non interest bearing cash at beginning of year2017-12-31$220,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$294,761
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,490,907
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,196,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,481
Income. Interest from US Government securities2017-12-31$49,826
Income. Interest from corporate debt instruments2017-12-31$31,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$-41,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$23,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$23,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$35
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$105,682
Asset value of US Government securities at end of year2017-12-31$3,423,974
Asset value of US Government securities at beginning of year2017-12-31$3,433,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,554,241
Employer contributions (assets) at end of year2017-12-31$132,431
Employer contributions (assets) at beginning of year2017-12-31$122,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,009,201
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$1,852,482
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,535,486
Contract administrator fees2017-12-31$68,400
Liabilities. Value of benefit claims payable at end of year2017-12-31$178,864
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$141,707
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,742,961
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,754,108
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2017-12-31621802605
2016 : MEMPHIS CONSTRUCTION BENEFIT FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-7,590
Total unrealized appreciation/depreciation of assets2016-12-31$-7,590
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$161,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$191,216
Total income from all sources (including contributions)2016-12-31$1,725,112
Total loss/gain on sale of assets2016-12-31$-12,900
Total of all expenses incurred2016-12-31$1,297,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,067,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,645,427
Value of total assets at end of year2016-12-31$5,357,406
Value of total assets at beginning of year2016-12-31$4,959,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$229,728
Total interest from all sources2016-12-31$65,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$33,762
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$79,283
Participant contributions at end of year2016-12-31$1,914
Participant contributions at beginning of year2016-12-31$559
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,368
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$18,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$53,063
Other income not declared elsewhere2016-12-31$34,314
Administrative expenses (other) incurred2016-12-31$113,168
Liabilities. Value of operating payables at end of year2016-12-31$19,553
Liabilities. Value of operating payables at beginning of year2016-12-31$17,935
Total non interest bearing cash at end of year2016-12-31$220,204
Total non interest bearing cash at beginning of year2016-12-31$279,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$427,908
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,196,146
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,768,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,398
Income. Interest from US Government securities2016-12-31$38,678
Income. Interest from corporate debt instruments2016-12-31$27,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$23,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$57,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$57,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$38
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$109,070
Asset value of US Government securities at end of year2016-12-31$3,433,248
Asset value of US Government securities at beginning of year2016-12-31$3,082,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,566,144
Employer contributions (assets) at end of year2016-12-31$122,135
Employer contributions (assets) at beginning of year2016-12-31$125,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$958,406
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,535,486
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,360,577
Contract administrator fees2016-12-31$68,400
Liabilities. Value of benefit claims payable at end of year2016-12-31$141,707
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$173,281
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,851,459
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,864,359
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2016-12-31621802605
2015 : MEMPHIS CONSTRUCTION BENEFIT FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-13,267
Total unrealized appreciation/depreciation of assets2015-12-31$-13,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$191,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$150,900
Total income from all sources (including contributions)2015-12-31$1,497,362
Total loss/gain on sale of assets2015-12-31$-13,660
Total of all expenses incurred2015-12-31$1,624,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,404,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,306,200
Value of total assets at end of year2015-12-31$4,959,454
Value of total assets at beginning of year2015-12-31$5,046,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$220,141
Total interest from all sources2015-12-31$56,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$33,153
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$76,597
Participant contributions at end of year2015-12-31$559
Participant contributions at beginning of year2015-12-31$39
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,468
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$53,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$21,249
Other income not declared elsewhere2015-12-31$161,889
Administrative expenses (other) incurred2015-12-31$104,949
Liabilities. Value of operating payables at end of year2015-12-31$17,935
Liabilities. Value of operating payables at beginning of year2015-12-31$12,768
Total non interest bearing cash at end of year2015-12-31$279,210
Total non interest bearing cash at beginning of year2015-12-31$378,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-127,270
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,768,238
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,895,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,639
Income. Interest from US Government securities2015-12-31$44,377
Income. Interest from corporate debt instruments2015-12-31$11,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$57,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$54,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$54,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$21
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$92,712
Asset value of US Government securities at end of year2015-12-31$3,082,080
Asset value of US Government securities at beginning of year2015-12-31$3,359,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,229,603
Employer contributions (assets) at end of year2015-12-31$125,035
Employer contributions (assets) at beginning of year2015-12-31$100,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,311,779
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,360,577
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$1,130,361
Contract administrator fees2015-12-31$68,400
Liabilities. Value of benefit claims payable at end of year2015-12-31$173,281
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$138,132
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,248,410
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,262,070
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2015-12-31621802605
2014 : MEMPHIS CONSTRUCTION BENEFIT FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$8,780
Total unrealized appreciation/depreciation of assets2014-12-31$8,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$150,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$153,312
Total income from all sources (including contributions)2014-12-31$1,304,991
Total loss/gain on sale of assets2014-12-31$-61,016
Total of all expenses incurred2014-12-31$1,304,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,102,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,244,316
Value of total assets at end of year2014-12-31$5,046,408
Value of total assets at beginning of year2014-12-31$5,048,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$202,557
Total interest from all sources2014-12-31$55,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$29,365
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$86,667
Participant contributions at end of year2014-12-31$39
Participant contributions at beginning of year2014-12-31$594
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,712
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$21,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$14,376
Other income not declared elsewhere2014-12-31$57,421
Administrative expenses (other) incurred2014-12-31$96,172
Liabilities. Value of operating payables at end of year2014-12-31$12,768
Liabilities. Value of operating payables at beginning of year2014-12-31$19,006
Total non interest bearing cash at end of year2014-12-31$378,244
Total non interest bearing cash at beginning of year2014-12-31$383,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$392
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,895,508
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,895,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,620
Income. Interest from US Government securities2014-12-31$42,735
Income. Interest from corporate debt instruments2014-12-31$12,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$54,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$9
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$98,044
Asset value of US Government securities at end of year2014-12-31$3,359,302
Asset value of US Government securities at beginning of year2014-12-31$3,404,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,157,649
Employer contributions (assets) at end of year2014-12-31$100,541
Employer contributions (assets) at beginning of year2014-12-31$98,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,003,998
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$1,130,361
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$1,134,320
Contract administrator fees2014-12-31$63,400
Liabilities. Value of benefit claims payable at end of year2014-12-31$138,132
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$134,306
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,078,913
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,139,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2014-12-31621802605
2013 : MEMPHIS CONSTRUCTION BENEFIT FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-8,279
Total unrealized appreciation/depreciation of assets2013-12-31$-8,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$153,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$176,628
Total income from all sources (including contributions)2013-12-31$1,486,536
Total loss/gain on sale of assets2013-12-31$-14,123
Total of all expenses incurred2013-12-31$1,085,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$886,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,392,996
Value of total assets at end of year2013-12-31$5,048,428
Value of total assets at beginning of year2013-12-31$4,670,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$198,686
Total interest from all sources2013-12-31$74,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$30,635
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$98,436
Participant contributions at end of year2013-12-31$594
Participant contributions at beginning of year2013-12-31$2,795
Assets. Other investments not covered elsewhere at end of year2013-12-31$9,334
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$14,376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$31,032
Other income not declared elsewhere2013-12-31$41,328
Administrative expenses (other) incurred2013-12-31$92,121
Liabilities. Value of operating payables at end of year2013-12-31$19,006
Liabilities. Value of operating payables at beginning of year2013-12-31$16,076
Total non interest bearing cash at end of year2013-12-31$383,138
Total non interest bearing cash at beginning of year2013-12-31$319,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$400,973
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,895,116
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,494,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,530
Income. Interest from US Government securities2013-12-31$49,677
Income. Interest from corporate debt instruments2013-12-31$24,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$17,496
Asset value of US Government securities at end of year2013-12-31$3,404,444
Asset value of US Government securities at beginning of year2013-12-31$2,816,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,294,560
Employer contributions (assets) at end of year2013-12-31$98,599
Employer contributions (assets) at beginning of year2013-12-31$74,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$869,381
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$1,134,320
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$1,410,269
Contract administrator fees2013-12-31$62,400
Liabilities. Value of benefit claims payable at end of year2013-12-31$134,306
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$160,552
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,658,393
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,672,516
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2013-12-31621802605
2012 : MEMPHIS CONSTRUCTION BENEFIT FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-17,670
Total unrealized appreciation/depreciation of assets2012-12-31$-17,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$176,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$193,522
Total income from all sources (including contributions)2012-12-31$1,256,626
Total loss/gain on sale of assets2012-12-31$-13,976
Total of all expenses incurred2012-12-31$1,069,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$881,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,171,152
Value of total assets at end of year2012-12-31$4,670,771
Value of total assets at beginning of year2012-12-31$4,500,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$187,642
Total interest from all sources2012-12-31$80,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$33,572
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$111,507
Participant contributions at end of year2012-12-31$2,795
Participant contributions at beginning of year2012-12-31$2,236
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,280
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$31,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$26,757
Other income not declared elsewhere2012-12-31$36,922
Administrative expenses (other) incurred2012-12-31$78,916
Liabilities. Value of operating payables at end of year2012-12-31$16,076
Liabilities. Value of operating payables at beginning of year2012-12-31$9,464
Total non interest bearing cash at end of year2012-12-31$319,207
Total non interest bearing cash at beginning of year2012-12-31$122,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$187,388
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,494,143
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,306,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$12,754
Income. Interest from US Government securities2012-12-31$61,182
Income. Interest from corporate debt instruments2012-12-31$18,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$14,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$14,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$697
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$17,029
Asset value of US Government securities at end of year2012-12-31$2,816,415
Asset value of US Government securities at beginning of year2012-12-31$2,618,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,059,645
Employer contributions (assets) at end of year2012-12-31$74,179
Employer contributions (assets) at beginning of year2012-12-31$82,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$864,567
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$1,410,269
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$1,627,942
Contract administrator fees2012-12-31$62,400
Liabilities. Value of benefit claims payable at end of year2012-12-31$160,552
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$184,058
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$4,059,868
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,073,844
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2012-12-31621802605
2011 : MEMPHIS CONSTRUCTION BENEFIT FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-24,753
Total unrealized appreciation/depreciation of assets2011-12-31$-24,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$193,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$177,080
Total income from all sources (including contributions)2011-12-31$1,306,366
Total loss/gain on sale of assets2011-12-31$-7,527
Total of all expenses incurred2011-12-31$1,332,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,143,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,202,971
Value of total assets at end of year2011-12-31$4,500,277
Value of total assets at beginning of year2011-12-31$4,510,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$189,009
Total interest from all sources2011-12-31$81,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$28,085
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$83,413
Participant contributions at end of year2011-12-31$2,236
Participant contributions at beginning of year2011-12-31$1,694
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,957
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$26,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$29,449
Other income not declared elsewhere2011-12-31$54,120
Administrative expenses (other) incurred2011-12-31$85,722
Liabilities. Value of operating payables at end of year2011-12-31$9,464
Liabilities. Value of operating payables at beginning of year2011-12-31$18,190
Total non interest bearing cash at end of year2011-12-31$122,266
Total non interest bearing cash at beginning of year2011-12-31$171,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-26,588
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,306,755
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,333,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,802
Income. Interest from US Government securities2011-12-31$55,723
Income. Interest from corporate debt instruments2011-12-31$25,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$113,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$113,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$14,153
Asset value of US Government securities at end of year2011-12-31$2,618,170
Asset value of US Government securities at beginning of year2011-12-31$2,404,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,119,558
Employer contributions (assets) at end of year2011-12-31$82,755
Employer contributions (assets) at beginning of year2011-12-31$93,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,129,792
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$1,627,942
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$1,690,690
Contract administrator fees2011-12-31$62,400
Liabilities. Value of benefit claims payable at end of year2011-12-31$184,058
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$158,890
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$4,287,786
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,295,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2011-12-31621802605
2010 : MEMPHIS CONSTRUCTION BENEFIT FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-16,667
Total unrealized appreciation/depreciation of assets2010-12-31$-16,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$177,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$176,624
Total income from all sources (including contributions)2010-12-31$1,307,851
Total loss/gain on sale of assets2010-12-31$-10,695
Total of all expenses incurred2010-12-31$1,183,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$988,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,182,481
Value of total assets at end of year2010-12-31$4,510,423
Value of total assets at beginning of year2010-12-31$4,385,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$194,847
Total interest from all sources2010-12-31$107,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$27,848
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$75,111
Participant contributions at end of year2010-12-31$1,694
Participant contributions at beginning of year2010-12-31$1,310
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,941
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$29,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$37,235
Other income not declared elsewhere2010-12-31$45,301
Administrative expenses (other) incurred2010-12-31$92,185
Liabilities. Value of operating payables at end of year2010-12-31$18,190
Liabilities. Value of operating payables at beginning of year2010-12-31$20,791
Total non interest bearing cash at end of year2010-12-31$171,141
Total non interest bearing cash at beginning of year2010-12-31$246,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$124,073
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,333,343
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,209,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,414
Income. Interest from US Government securities2010-12-31$78,937
Income. Interest from corporate debt instruments2010-12-31$28,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$113,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$212,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$212,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$12,270
Asset value of US Government securities at end of year2010-12-31$2,404,657
Asset value of US Government securities at beginning of year2010-12-31$3,577,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,107,370
Employer contributions (assets) at end of year2010-12-31$93,481
Employer contributions (assets) at beginning of year2010-12-31$123,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$976,661
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$1,690,690
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$186,101
Contract administrator fees2010-12-31$62,400
Liabilities. Value of benefit claims payable at end of year2010-12-31$158,890
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$155,833
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$4,151,615
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,162,310
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2010-12-31621802605

Form 5500 Responses for MEMPHIS CONSTRUCTION BENEFIT FUND

2023: MEMPHIS CONSTRUCTION BENEFIT FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MEMPHIS CONSTRUCTION BENEFIT FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEMPHIS CONSTRUCTION BENEFIT FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEMPHIS CONSTRUCTION BENEFIT FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEMPHIS CONSTRUCTION BENEFIT FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEMPHIS CONSTRUCTION BENEFIT FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEMPHIS CONSTRUCTION BENEFIT FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEMPHIS CONSTRUCTION BENEFIT FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEMPHIS CONSTRUCTION BENEFIT FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEMPHIS CONSTRUCTION BENEFIT FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEMPHIS CONSTRUCTION BENEFIT FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEMPHIS CONSTRUCTION BENEFIT FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEMPHIS CONSTRUCTION BENEFIT FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEMPHIS CONSTRUCTION BENEFIT FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEMPHIS CONSTRUCTION BENEFIT FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LABOR FIRST, LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance 3
Number of Individuals Covered40
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Welfare Benefit Premiums Paid to CarrierUSD $121,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
5 STAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77879 )
Policy contract number
Policy instance 2
Number of Individuals Covered311
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 1
Number of Individuals Covered311
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Welfare Benefit Premiums Paid to CarrierUSD $154,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LABOR FIRST, LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance 3
Number of Individuals Covered40
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $106,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
5 STAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77879 )
Policy contract number
Policy instance 2
Number of Individuals Covered275
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 1
Number of Individuals Covered275
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $130,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 1
Number of Individuals Covered247
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $116,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
5 STAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77879 )
Policy contract number
Policy instance 2
Number of Individuals Covered247
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,666
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LABOR FIRST, LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance 3
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $108,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LABOR FIRST, LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance 3
Number of Individuals Covered36
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $142,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
5 STAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77879 )
Policy contract number
Policy instance 2
Number of Individuals Covered250
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 1
Number of Individuals Covered250
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $116,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 1
Number of Individuals Covered244
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $105,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
5 STAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77879 )
Policy contract number
Policy instance 2
Number of Individuals Covered244
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
5 STAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77879 )
Policy contract number
Policy instance 2
Number of Individuals Covered228
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 1
Number of Individuals Covered228
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $97,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
5 STAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77879 )
Policy contract number
Policy instance 3
Number of Individuals Covered202
Insurance policy start date2017-05-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 2
Number of Individuals Covered202
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $87,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIZ2
Policy instance 1
Insurance contract or identification numberG000AIZ2
Number of Individuals Covered202
Insurance policy start date2017-01-01
Insurance policy end date2017-04-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 2
Number of Individuals Covered179
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $76,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIZ2
Policy instance 1
Insurance contract or identification numberG000AIZ2
Number of Individuals Covered179
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIZ2
Policy instance 1
Insurance contract or identification numberG000AIZ2
Number of Individuals Covered162
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 2
Number of Individuals Covered162
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $79,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIZ2
Policy instance 1
Insurance contract or identification numberG000AIZ2
Number of Individuals Covered178
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIZ2
Policy instance 1
Insurance contract or identification numberG000AIZ2
Number of Individuals Covered166
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,263
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,263
Insurance broker organization code?3
Insurance broker nameDONALD J. NELSEN
AMERICAN UNITED LIFE INS. CO (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number22668
Policy instance 1
Insurance contract or identification number22668
Number of Individuals Covered170
Insurance policy start date2011-01-01
Insurance policy end date2011-04-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $4,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number
Policy instance 2
Number of Individuals Covered170
Insurance policy start date2011-05-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,891
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INS. CO (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number22668
Policy instance 1
Insurance contract or identification number22668
Number of Individuals Covered178
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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