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OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 401k Plan overview

Plan NameOKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND
Plan identification number 501

OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND
Employer identification number (EIN):726042661
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-07-01GARY DREHER
5012015-07-01GARY DREHER
5012014-07-01GARY DREHER
5012013-07-01GARY DREHER
5012012-07-01GARY DREHER
5012011-07-01GARY DREHER
5012009-07-01GARY DREHER

Plan Statistics for OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND

401k plan membership statisitcs for OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND

Measure Date Value
2016: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01702
Total number of active participants reported on line 7a of the Form 55002016-07-01710
Total of all active and inactive participants2016-07-01710
Total participants2016-07-01710
Number of employers contributing to the scheme2016-07-01146
2015: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01727
Total number of active participants reported on line 7a of the Form 55002015-07-01697
Number of retired or separated participants receiving benefits2015-07-015
Total of all active and inactive participants2015-07-01702
Number of employers contributing to the scheme2015-07-0187
2014: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01662
Total number of active participants reported on line 7a of the Form 55002014-07-01719
Number of retired or separated participants receiving benefits2014-07-018
Total of all active and inactive participants2014-07-01727
Number of employers contributing to the scheme2014-07-01159
2013: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01891
Total number of active participants reported on line 7a of the Form 55002013-07-01658
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01662
Number of employers contributing to the scheme2013-07-01154
2012: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01921
Total number of active participants reported on line 7a of the Form 55002012-07-01887
Number of retired or separated participants receiving benefits2012-07-014
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01891
Number of employers contributing to the scheme2012-07-01147
2011: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01793
Total number of active participants reported on line 7a of the Form 55002011-07-01919
Number of retired or separated participants receiving benefits2011-07-012
Total of all active and inactive participants2011-07-01921
Number of employers contributing to the scheme2011-07-01147
2009: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01811
Total number of active participants reported on line 7a of the Form 55002009-07-01843
Number of retired or separated participants receiving benefits2009-07-017
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01850

Financial Data on OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND

Measure Date Value
2017 : OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$155,302
Total unrealized appreciation/depreciation of assets2017-06-30$155,302
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$601,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$607,389
Total income from all sources (including contributions)2017-06-30$5,954,664
Total loss/gain on sale of assets2017-06-30$-33,035
Total of all expenses incurred2017-06-30$5,128,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$4,683,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$5,415,286
Value of total assets at end of year2017-06-30$18,126,139
Value of total assets at beginning of year2017-06-30$17,305,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$444,266
Total interest from all sources2017-06-30$417,111
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$98,902
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$121,056
Assets. Other investments not covered elsewhere at end of year2017-06-30$724,770
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$906,181
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$335,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$91,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$94,424
Administrative expenses (other) incurred2017-06-30$121,897
Liabilities. Value of operating payables at end of year2017-06-30$56,000
Liabilities. Value of operating payables at beginning of year2017-06-30$40,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$826,520
Value of net assets at end of year (total assets less liabilities)2017-06-30$17,524,202
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$16,697,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$70,229
Interest earned on other investments2017-06-30$24,950
Income. Interest from US Government securities2017-06-30$188,629
Income. Interest from corporate debt instruments2017-06-30$199,537
Value of interest in common/collective trusts at end of year2017-06-30$3,417,229
Value of interest in common/collective trusts at beginning of year2017-06-30$2,885,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$422,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$235,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$235,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$3,995
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$164,798
Asset value of US Government securities at end of year2017-06-30$6,736,023
Asset value of US Government securities at beginning of year2017-06-30$5,594,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$5,294,230
Employer contributions (assets) at end of year2017-06-30$669,910
Employer contributions (assets) at beginning of year2017-06-30$609,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$4,183,578
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$6,064,448
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$6,979,387
Contract administrator fees2017-06-30$153,238
Liabilities. Value of benefit claims payable at end of year2017-06-30$545,937
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$567,267
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$1,989,540
Aggregate carrying amount (costs) on sale of assets2017-06-30$2,022,575
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CUNEO, LAWSON, SHAY & STALEY CPAS
Accountancy firm EIN2017-06-30440642126
2016 : OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$519,487
Total unrealized appreciation/depreciation of assets2016-06-30$519,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$607,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$582,486
Total income from all sources (including contributions)2016-06-30$6,025,394
Total loss/gain on sale of assets2016-06-30$-272,396
Total of all expenses incurred2016-06-30$6,059,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$5,613,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,278,672
Value of total assets at end of year2016-06-30$17,305,071
Value of total assets at beginning of year2016-06-30$17,314,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$445,616
Total interest from all sources2016-06-30$440,275
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$75,062
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$126,983
Assets. Other investments not covered elsewhere at end of year2016-06-30$906,181
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$1,016,141
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$407,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$94,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$91,661
Administrative expenses (other) incurred2016-06-30$137,806
Liabilities. Value of operating payables at end of year2016-06-30$40,122
Liabilities. Value of operating payables at beginning of year2016-06-30$73,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-34,096
Value of net assets at end of year (total assets less liabilities)2016-06-30$16,697,682
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$16,731,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$70,864
Interest earned on other investments2016-06-30$100,567
Income. Interest from US Government securities2016-06-30$148,373
Income. Interest from corporate debt instruments2016-06-30$185,094
Value of interest in common/collective trusts at end of year2016-06-30$2,885,914
Value of interest in common/collective trusts at beginning of year2016-06-30$2,828,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$235,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$571,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$571,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$6,241
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$165,939
Asset value of US Government securities at end of year2016-06-30$5,594,719
Asset value of US Government securities at beginning of year2016-06-30$6,664,131
Net investment gain or loss from common/collective trusts2016-06-30$59,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$5,151,689
Employer contributions (assets) at end of year2016-06-30$609,115
Employer contributions (assets) at beginning of year2016-06-30$560,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$5,040,095
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$6,979,387
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$5,581,043
Contract administrator fees2016-06-30$161,884
Liabilities. Value of benefit claims payable at end of year2016-06-30$567,267
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$509,365
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$4,214,240
Aggregate carrying amount (costs) on sale of assets2016-06-30$4,486,636
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30CUNEO, LAWSON, SHAY & STALEY CPAS
Accountancy firm EIN2016-06-30440642126
2015 : OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-196,646
Total unrealized appreciation/depreciation of assets2015-06-30$-196,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$582,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$541,193
Total income from all sources (including contributions)2015-06-30$5,516,139
Total loss/gain on sale of assets2015-06-30$-11,629
Total of all expenses incurred2015-06-30$4,562,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,112,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,161,867
Value of total assets at end of year2015-06-30$17,314,264
Value of total assets at beginning of year2015-06-30$16,319,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$450,012
Total interest from all sources2015-06-30$406,424
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$12,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$12,656
Administrative expenses professional fees incurred2015-06-30$82,356
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$91,418
Assets. Other investments not covered elsewhere at end of year2015-06-30$1,016,141
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,133,225
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$297,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$91,661
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$87,258
Administrative expenses (other) incurred2015-06-30$145,545
Liabilities. Value of operating payables at end of year2015-06-30$73,121
Liabilities. Value of operating payables at beginning of year2015-06-30$134,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$953,655
Value of net assets at end of year (total assets less liabilities)2015-06-30$16,731,778
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$15,778,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$71,181
Interest earned on other investments2015-06-30$32,846
Income. Interest from US Government securities2015-06-30$177,495
Income. Interest from corporate debt instruments2015-06-30$177,246
Value of interest in common/collective trusts at end of year2015-06-30$2,828,835
Value of interest in common/collective trusts at beginning of year2015-06-30$1,389,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$571,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$853,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$853,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$18,837
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$152,589
Asset value of US Government securities at end of year2015-06-30$6,664,131
Asset value of US Government securities at beginning of year2015-06-30$4,950,939
Net investment gain or loss from common/collective trusts2015-06-30$143,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$5,070,449
Employer contributions (assets) at end of year2015-06-30$560,900
Employer contributions (assets) at beginning of year2015-06-30$584,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,662,387
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$5,581,043
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$6,017,670
Contract administrator fees2015-06-30$150,930
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$1,302,691
Liabilities. Value of benefit claims payable at end of year2015-06-30$509,365
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$406,629
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$1,965,504
Aggregate carrying amount (costs) on sale of assets2015-06-30$1,977,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30CUNEO, LAWSON, SHAY & STALEY CPAS
Accountancy firm EIN2015-06-30440642126
2014 : OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$87,663
Total unrealized appreciation/depreciation of assets2014-06-30$87,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$541,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$469,865
Total income from all sources (including contributions)2014-06-30$5,024,840
Total loss/gain on sale of assets2014-06-30$22,052
Total of all expenses incurred2014-06-30$4,049,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,386,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$4,296,521
Value of total assets at end of year2014-06-30$16,319,316
Value of total assets at beginning of year2014-06-30$15,272,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$663,376
Total interest from all sources2014-06-30$464,247
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$13,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$88,945
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$110,130
Assets. Other investments not covered elsewhere at end of year2014-06-30$1,133,225
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$1,191,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$87,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$97,827
Other income not declared elsewhere2014-06-30$464
Administrative expenses (other) incurred2014-06-30$345,243
Liabilities. Value of operating payables at end of year2014-06-30$134,564
Liabilities. Value of operating payables at beginning of year2014-06-30$67,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$975,385
Value of net assets at end of year (total assets less liabilities)2014-06-30$15,778,123
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$14,802,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$72,084
Interest earned on other investments2014-06-30$39,402
Income. Interest from US Government securities2014-06-30$165,202
Income. Interest from corporate debt instruments2014-06-30$226,362
Value of interest in common/collective trusts at end of year2014-06-30$1,389,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$853,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,710,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,710,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$33,281
Asset value of US Government securities at end of year2014-06-30$4,950,939
Asset value of US Government securities at beginning of year2014-06-30$4,632,402
Net investment gain or loss from common/collective trusts2014-06-30$140,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$4,186,391
Employer contributions (assets) at end of year2014-06-30$584,291
Employer contributions (assets) at beginning of year2014-06-30$656,691
Income. Dividends from common stock2014-06-30$13,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,386,079
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$2,925,959
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$6,017,670
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$4,057,663
Contract administrator fees2014-06-30$157,104
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$1,302,691
Liabilities. Value of benefit claims payable at end of year2014-06-30$406,629
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$402,810
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$5,042,987
Aggregate carrying amount (costs) on sale of assets2014-06-30$5,020,935
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30CUNEO, LAWSON,SHAY & STALEY CPAS
Accountancy firm EIN2014-06-30440642126
2013 : OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-447,058
Total unrealized appreciation/depreciation of assets2013-06-30$-447,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$469,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$579,587
Total income from all sources (including contributions)2013-06-30$5,837,593
Total loss/gain on sale of assets2013-06-30$-76,128
Total of all expenses incurred2013-06-30$4,873,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$4,115,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,780,845
Value of total assets at end of year2013-06-30$15,272,603
Value of total assets at beginning of year2013-06-30$14,417,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$757,878
Total interest from all sources2013-06-30$516,131
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$98,954
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$88,681
Assets. Other investments not covered elsewhere at end of year2013-06-30$1,191,420
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$2,248,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$97,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$100,111
Other income not declared elsewhere2013-06-30$63,803
Administrative expenses (other) incurred2013-06-30$394,565
Liabilities. Value of operating payables at end of year2013-06-30$67,055
Liabilities. Value of operating payables at beginning of year2013-06-30$96,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$964,336
Value of net assets at end of year (total assets less liabilities)2013-06-30$14,802,738
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$13,838,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$70,448
Interest earned on other investments2013-06-30$12,784
Income. Interest from US Government securities2013-06-30$90,336
Income. Interest from corporate debt instruments2013-06-30$390,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,710,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,761,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,761,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$22,529
Asset value of US Government securities at end of year2013-06-30$4,632,402
Asset value of US Government securities at beginning of year2013-06-30$5,220,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,692,164
Employer contributions (assets) at end of year2013-06-30$656,691
Employer contributions (assets) at beginning of year2013-06-30$690,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,115,379
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$2,925,959
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$4,057,663
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$4,396,110
Contract administrator fees2013-06-30$193,911
Liabilities. Value of benefit claims payable at end of year2013-06-30$402,810
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$483,290
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$546
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$3,774,836
Aggregate carrying amount (costs) on sale of assets2013-06-30$3,850,964
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30CUNEO, LAWSON, SHAY & STALEY CPAS
Accountancy firm EIN2013-06-30440642126
2012 : OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$234,658
Total unrealized appreciation/depreciation of assets2012-06-30$234,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$579,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$489,972
Total income from all sources (including contributions)2012-06-30$6,926,439
Total loss/gain on sale of assets2012-06-30$163,795
Total of all expenses incurred2012-06-30$4,618,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,792,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$6,014,813
Value of total assets at end of year2012-06-30$14,417,989
Value of total assets at beginning of year2012-06-30$12,020,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$826,620
Total interest from all sources2012-06-30$513,173
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$102,343
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$102,623
Assets. Other investments not covered elsewhere at end of year2012-06-30$2,248,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$100,111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$67,244
Administrative expenses (other) incurred2012-06-30$499,970
Liabilities. Value of operating payables at end of year2012-06-30$96,297
Liabilities. Value of operating payables at beginning of year2012-06-30$158,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,307,494
Value of net assets at end of year (total assets less liabilities)2012-06-30$13,838,402
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$11,530,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$50,553
Interest earned on other investments2012-06-30$87,679
Income. Interest from US Government securities2012-06-30$231,712
Income. Interest from corporate debt instruments2012-06-30$124,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,761,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,970,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,970,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$69,640
Asset value of US Government securities at end of year2012-06-30$5,220,975
Asset value of US Government securities at beginning of year2012-06-30$5,948,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,912,190
Employer contributions (assets) at end of year2012-06-30$690,900
Employer contributions (assets) at beginning of year2012-06-30$453,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,792,325
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$4,396,110
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$3,566,492
Contract administrator fees2012-06-30$173,754
Liabilities. Value of benefit claims payable at end of year2012-06-30$483,290
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$331,297
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$546
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$13,923
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$3,745,378
Aggregate carrying amount (costs) on sale of assets2012-06-30$3,581,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30CUNEO LAWSON SHAY & STALEY
Accountancy firm EIN2012-06-30440642126
2011 : OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$56,779
Total unrealized appreciation/depreciation of assets2011-06-30$56,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$489,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$576,396
Total income from all sources (including contributions)2011-06-30$5,158,947
Total loss/gain on sale of assets2011-06-30$14,412
Total of all expenses incurred2011-06-30$3,870,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,111,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,629,624
Value of total assets at end of year2011-06-30$12,020,880
Value of total assets at beginning of year2011-06-30$10,819,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$759,714
Total interest from all sources2011-06-30$458,132
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$111,064
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$152,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$67,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$64,724
Administrative expenses (other) incurred2011-06-30$488,207
Liabilities. Value of operating payables at end of year2011-06-30$158,675
Liabilities. Value of operating payables at beginning of year2011-06-30$99,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,288,121
Value of net assets at end of year (total assets less liabilities)2011-06-30$11,530,908
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$10,242,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Income. Interest from US Government securities2011-06-30$215,608
Income. Interest from corporate debt instruments2011-06-30$147,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,970,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$2,828,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$2,828,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$94,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$5,948,669
Asset value of US Government securities at beginning of year2011-06-30$5,864,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,477,174
Employer contributions (assets) at end of year2011-06-30$453,900
Employer contributions (assets) at beginning of year2011-06-30$465,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,111,112
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$3,566,492
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$1,595,597
Contract administrator fees2011-06-30$160,443
Liabilities. Value of benefit claims payable at end of year2011-06-30$331,297
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$477,033
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$13,923
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$2,956,429
Aggregate carrying amount (costs) on sale of assets2011-06-30$2,942,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30CUNEO LAWSON SHAY & STALEY
Accountancy firm EIN2011-06-30440642126

Form 5500 Responses for OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND

2016: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 )
Policy contract numberP0312749702
Policy instance 1
Insurance contract or identification numberP0312749702
Number of Individuals Covered731
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,045
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $166,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,045
Insurance broker organization code?4
Insurance broker nameSTOP LOSS INSURANCE SERVICES INC
PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 )
Policy contract numberP0312749702
Policy instance 1
Insurance contract or identification numberP0312749702
Number of Individuals Covered731
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,045
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $166,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,045
Insurance broker organization code?4
Insurance broker nameSTOP LOSS INSURANCE SERVICES INC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50012
Policy instance 1
Insurance contract or identification numberSE3E50012
Number of Individuals Covered831
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,561
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50012
Policy instance 1
Insurance contract or identification numberSE3E50012
Number of Individuals Covered801
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,556
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $245,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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