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U.A.P.P. LOCAL 142 BENEFITS PLAN 401k Plan overview

Plan NameU.A.P.P. LOCAL 142 BENEFITS PLAN
Plan identification number 501

U.A.P.P. LOCAL 142 BENEFITS PLAN Benefits

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

401k Sponsoring company profile

U.A.P.P. LOCAL UNION NO. 142 WELFARE FUN OF U.A.P.P. has sponsored the creation of one or more 401k plans.

Company Name:U.A.P.P. LOCAL UNION NO. 142 WELFARE FUN OF U.A.P.P.
Employer identification number (EIN):746183181
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A.P.P. LOCAL 142 BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01MARK POTTER2023-04-10
5012020-07-01MARK POTTER2022-03-31
5012019-07-01MARK POTTER2021-06-01
5012018-07-01MARK POTTER2020-04-01
5012017-07-01MARK POTTER2019-04-03
5012016-07-01
5012015-07-01MARK POTTER
5012014-07-01MARK POTTER
5012013-07-01MARK POTTER
5012012-07-01MARK POTTER
5012011-07-01MARK POTTER
5012010-07-01RICHARD WEYEL
5012009-07-01RICHARD WEYEL

Plan Statistics for U.A.P.P. LOCAL 142 BENEFITS PLAN

401k plan membership statisitcs for U.A.P.P. LOCAL 142 BENEFITS PLAN

Measure Date Value
2021: U.A.P.P. LOCAL 142 BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01755
Total number of active participants reported on line 7a of the Form 55002021-07-01890
Total of all active and inactive participants2021-07-01890
Number of employers contributing to the scheme2021-07-0139
2020: U.A.P.P. LOCAL 142 BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01774
Total number of active participants reported on line 7a of the Form 55002020-07-01755
Total of all active and inactive participants2020-07-01755
Number of employers contributing to the scheme2020-07-0139
2019: U.A.P.P. LOCAL 142 BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01705
Total number of active participants reported on line 7a of the Form 55002019-07-01774
Total of all active and inactive participants2019-07-01774
Number of employers contributing to the scheme2019-07-0139
2018: U.A.P.P. LOCAL 142 BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01741
Total number of active participants reported on line 7a of the Form 55002018-07-01705
Total of all active and inactive participants2018-07-01705
Number of employers contributing to the scheme2018-07-0139
2017: U.A.P.P. LOCAL 142 BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01737
Total number of active participants reported on line 7a of the Form 55002017-07-01741
Total of all active and inactive participants2017-07-01741
Number of employers contributing to the scheme2017-07-0139
2016: U.A.P.P. LOCAL 142 BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01740
Total number of active participants reported on line 7a of the Form 55002016-07-01737
Total of all active and inactive participants2016-07-01737
Number of employers contributing to the scheme2016-07-0139
2015: U.A.P.P. LOCAL 142 BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01803
Total number of active participants reported on line 7a of the Form 55002015-07-01740
Total of all active and inactive participants2015-07-01740
Total participants2015-07-010
Number of employers contributing to the scheme2015-07-0141
2014: U.A.P.P. LOCAL 142 BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01805
Total number of active participants reported on line 7a of the Form 55002014-07-01717
Number of retired or separated participants receiving benefits2014-07-0186
Total of all active and inactive participants2014-07-01803
Total participants2014-07-010
Number of employers contributing to the scheme2014-07-0140
2013: U.A.P.P. LOCAL 142 BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01779
Total number of active participants reported on line 7a of the Form 55002013-07-01720
Number of retired or separated participants receiving benefits2013-07-0185
Total of all active and inactive participants2013-07-01805
Total participants2013-07-010
Number of employers contributing to the scheme2013-07-0138
2012: U.A.P.P. LOCAL 142 BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01779
Total number of active participants reported on line 7a of the Form 55002012-07-01831
Number of retired or separated participants receiving benefits2012-07-0184
Total of all active and inactive participants2012-07-01915
Total participants2012-07-010
Number of employers contributing to the scheme2012-07-0138
2011: U.A.P.P. LOCAL 142 BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01896
Total number of active participants reported on line 7a of the Form 55002011-07-01691
Number of retired or separated participants receiving benefits2011-07-0188
Total of all active and inactive participants2011-07-01779
Total participants2011-07-01779
Number of employers contributing to the scheme2011-07-0144
2010: U.A.P.P. LOCAL 142 BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01976
Total number of active participants reported on line 7a of the Form 55002010-07-01822
Number of retired or separated participants receiving benefits2010-07-0174
Total of all active and inactive participants2010-07-01896
Total participants2010-07-01896
2009: U.A.P.P. LOCAL 142 BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01925
Total number of active participants reported on line 7a of the Form 55002009-07-01900
Number of retired or separated participants receiving benefits2009-07-0176
Total of all active and inactive participants2009-07-01976
Total participants2009-07-01976

Financial Data on U.A.P.P. LOCAL 142 BENEFITS PLAN

Measure Date Value
2022 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-3,620,103
Total unrealized appreciation/depreciation of assets2022-06-30$-3,620,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$3,638,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$3,630,840
Total income from all sources (including contributions)2022-06-30$8,587,994
Total loss/gain on sale of assets2022-06-30$-255,120
Total of all expenses incurred2022-06-30$7,856,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$7,383,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$11,738,278
Value of total assets at end of year2022-06-30$26,707,243
Value of total assets at beginning of year2022-06-30$25,968,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$472,711
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$717,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$717,610
Administrative expenses professional fees incurred2022-06-30$152,127
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$91,633
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$267,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$698,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$953,105
Other income not declared elsewhere2022-06-30$7,329
Administrative expenses (other) incurred2022-06-30$32,925
Liabilities. Value of operating payables at end of year2022-06-30$316,088
Liabilities. Value of operating payables at beginning of year2022-06-30$575,840
Total non interest bearing cash at end of year2022-06-30$39,658
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$731,846
Value of net assets at end of year (total assets less liabilities)2022-06-30$23,069,155
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$22,337,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$42,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$23,345,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$21,435,112
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,437,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$2,597,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$2,597,555
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$1,414,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$11,646,645
Employer contributions (assets) at end of year2022-06-30$1,185,680
Employer contributions (assets) at beginning of year2022-06-30$982,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$5,702,169
Contract administrator fees2022-06-30$245,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Liabilities. Value of benefit claims payable at end of year2022-06-30$3,322,000
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$3,055,000
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$3,691,580
Aggregate carrying amount (costs) on sale of assets2022-06-30$3,946,700
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HARPER PEARSON COMPANY PC
Accountancy firm EIN2022-06-30741695589
2021 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-529,731
Total unrealized appreciation/depreciation of assets2021-06-30$-529,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$3,630,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$3,533,397
Total income from all sources (including contributions)2021-06-30$10,861,656
Total loss/gain on sale of assets2021-06-30$946,198
Total of all expenses incurred2021-06-30$6,733,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$6,243,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$9,902,566
Value of total assets at end of year2021-06-30$25,968,149
Value of total assets at beginning of year2021-06-30$21,742,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$489,416
Total interest from all sources2021-06-30$368,340
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$69,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$69,975
Administrative expenses professional fees incurred2021-06-30$124,547
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$111,303
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$-270,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$953,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$893,950
Other income not declared elsewhere2021-06-30$104,308
Administrative expenses (other) incurred2021-06-30$25,118
Liabilities. Value of operating payables at end of year2021-06-30$575,840
Liabilities. Value of operating payables at beginning of year2021-06-30$208,397
Total non interest bearing cash at beginning of year2021-06-30$97,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,128,382
Value of net assets at end of year (total assets less liabilities)2021-06-30$22,337,309
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$18,208,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$129,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$21,435,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,740,938
Income. Interest from corporate debt instruments2021-06-30$368,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$2,597,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,851,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,851,794
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$1,056,236
Asset value of US Government securities at beginning of year2021-06-30$6,392,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$9,791,263
Employer contributions (assets) at end of year2021-06-30$982,377
Employer contributions (assets) at beginning of year2021-06-30$750,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,457,622
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$10,015,117
Contract administrator fees2021-06-30$209,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Liabilities. Value of benefit claims payable at end of year2021-06-30$3,055,000
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$3,325,000
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$29,489,187
Aggregate carrying amount (costs) on sale of assets2021-06-30$28,542,989
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2021-06-30741695589
2020 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$536,382
Total unrealized appreciation/depreciation of assets2020-06-30$536,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$3,533,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$3,627,356
Total income from all sources (including contributions)2020-06-30$11,728,151
Total loss/gain on sale of assets2020-06-30$-31,605
Total of all expenses incurred2020-06-30$6,876,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$6,395,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$10,825,613
Value of total assets at end of year2020-06-30$21,742,324
Value of total assets at beginning of year2020-06-30$16,984,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$481,102
Total interest from all sources2020-06-30$373,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$136,803
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$45,522
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$164,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$893,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$153,423
Other income not declared elsewhere2020-06-30$24,146
Administrative expenses (other) incurred2020-06-30$29,940
Liabilities. Value of operating payables at end of year2020-06-30$208,397
Liabilities. Value of operating payables at beginning of year2020-06-30$466,356
Total non interest bearing cash at end of year2020-06-30$97,818
Total non interest bearing cash at beginning of year2020-06-30$849,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$4,851,653
Value of net assets at end of year (total assets less liabilities)2020-06-30$18,208,927
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$13,357,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$93,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,740,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,491,219
Income. Interest from corporate debt instruments2020-06-30$373,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,851,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,324,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,324,298
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$974,528
Asset value of US Government securities at end of year2020-06-30$6,392,352
Asset value of US Government securities at beginning of year2020-06-30$4,392,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$10,780,091
Employer contributions (assets) at end of year2020-06-30$750,355
Employer contributions (assets) at beginning of year2020-06-30$1,049,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$5,256,868
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$10,015,117
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$7,723,741
Contract administrator fees2020-06-30$221,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Liabilities. Value of benefit claims payable at end of year2020-06-30$3,325,000
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$3,161,000
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$10,550,806
Aggregate carrying amount (costs) on sale of assets2020-06-30$10,582,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2020-06-30741695589
2019 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$410,460
Total unrealized appreciation/depreciation of assets2019-06-30$410,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$3,627,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$3,670,948
Total income from all sources (including contributions)2019-06-30$11,154,686
Total loss/gain on sale of assets2019-06-30$-22,002
Total of all expenses incurred2019-06-30$6,357,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$5,986,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$9,977,207
Value of total assets at end of year2019-06-30$16,984,630
Value of total assets at beginning of year2019-06-30$12,230,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$370,649
Total interest from all sources2019-06-30$252,433
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$103,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$103,159
Administrative expenses professional fees incurred2019-06-30$107,305
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$57,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$153,423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$303,374
Other income not declared elsewhere2019-06-30$433,429
Administrative expenses (other) incurred2019-06-30$23,311
Liabilities. Value of operating payables at end of year2019-06-30$466,356
Liabilities. Value of operating payables at beginning of year2019-06-30$313,948
Total non interest bearing cash at end of year2019-06-30$849,658
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$4,797,686
Value of net assets at end of year (total assets less liabilities)2019-06-30$13,357,274
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,559,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$51,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,491,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,019,903
Income. Interest from corporate debt instruments2019-06-30$252,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,324,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,718,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,718,356
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$921,603
Asset value of US Government securities at end of year2019-06-30$4,392,977
Asset value of US Government securities at beginning of year2019-06-30$1,721,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$9,919,871
Employer contributions (assets) at end of year2019-06-30$1,049,314
Employer contributions (assets) at beginning of year2019-06-30$810,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$5,064,748
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$7,723,741
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$6,656,398
Contract administrator fees2019-06-30$188,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Liabilities. Value of benefit claims payable at end of year2019-06-30$3,161,000
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$3,357,000
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$9,240,252
Aggregate carrying amount (costs) on sale of assets2019-06-30$9,262,254
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2019-06-30741695589
2018 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-161,104
Total unrealized appreciation/depreciation of assets2018-06-30$-161,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$3,670,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$3,263,134
Total income from all sources (including contributions)2018-06-30$11,126,215
Total loss/gain on sale of assets2018-06-30$-10,799
Total of all expenses incurred2018-06-30$8,010,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$7,649,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,923,120
Value of total assets at end of year2018-06-30$12,230,536
Value of total assets at beginning of year2018-06-30$8,706,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$360,554
Total interest from all sources2018-06-30$178,461
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$61,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$61,456
Administrative expenses professional fees incurred2018-06-30$77,489
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$62,617
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$302,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$303,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$517,546
Other income not declared elsewhere2018-06-30$1,135,081
Administrative expenses (other) incurred2018-06-30$34,645
Liabilities. Value of operating payables at end of year2018-06-30$313,948
Liabilities. Value of operating payables at beginning of year2018-06-30$208,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,116,112
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,559,588
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,443,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$60,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,019,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$599,847
Income. Interest from corporate debt instruments2018-06-30$178,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,718,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,841,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,841,787
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$876,270
Asset value of US Government securities at end of year2018-06-30$1,721,737
Asset value of US Government securities at beginning of year2018-06-30$1,027,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$9,860,503
Employer contributions (assets) at end of year2018-06-30$810,768
Employer contributions (assets) at beginning of year2018-06-30$801,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$6,471,278
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$6,656,398
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$3,918,389
Contract administrator fees2018-06-30$187,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Liabilities. Value of benefit claims payable at end of year2018-06-30$3,357,000
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$3,055,000
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$4,123,688
Aggregate carrying amount (costs) on sale of assets2018-06-30$4,134,487
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2018-06-30741695589
2017 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$6,256
Total unrealized appreciation/depreciation of assets2017-06-30$6,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$3,263,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$991,754
Total income from all sources (including contributions)2017-06-30$10,048,603
Total loss/gain on sale of assets2017-06-30$-3,334
Total of all expenses incurred2017-06-30$8,827,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$8,461,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,270,671
Value of total assets at end of year2017-06-30$8,706,610
Value of total assets at beginning of year2017-06-30$5,214,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$365,632
Total interest from all sources2017-06-30$81,345
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$25,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$25,811
Administrative expenses professional fees incurred2017-06-30$111,535
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
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$74,103
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$256,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$2,327,049
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$517,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$246,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$152,090
Other income not declared elsewhere2017-06-30$667,854
Administrative expenses (other) incurred2017-06-30$26,665
Liabilities. Value of operating payables at end of year2017-06-30$208,134
Liabilities. Value of operating payables at beginning of year2017-06-30$111,714
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$1,221,008
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,443,476
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,222,468
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$33,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$599,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$253,006
Income. Interest from corporate debt instruments2017-06-30$81,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,841,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,479,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,479,939
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$841,119
Asset value of US Government securities at end of year2017-06-30$1,027,428
Asset value of US Government securities at beginning of year2017-06-30$202,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$9,196,568
Employer contributions (assets) at end of year2017-06-30$801,613
Employer contributions (assets) at beginning of year2017-06-30$802,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$5,293,795
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$3,918,389
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$971,971
Contract administrator fees2017-06-30$193,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Liabilities. Value of benefit claims payable at end of year2017-06-30$3,055,000
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$727,950
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$274
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$4,137,039
Aggregate carrying amount (costs) on sale of assets2017-06-30$4,140,373
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 name2017-06-30HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2017-06-30741695589
2016 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$12,441
Total unrealized appreciation/depreciation of assets2016-06-30$12,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$991,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,446,871
Total income from all sources (including contributions)2016-06-30$8,062,387
Total loss/gain on sale of assets2016-06-30$-1,305
Total of all expenses incurred2016-06-30$7,903,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$7,026,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$7,965,587
Value of total assets at end of year2016-06-30$5,214,222
Value of total assets at beginning of year2016-06-30$5,510,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$876,850
Total interest from all sources2016-06-30$32,837
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$21,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$21,849
Administrative expenses professional fees incurred2016-06-30$163,683
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
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$396,693
Assets. Other investments not covered elsewhere at end of year2016-06-30$256,962
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$506,456
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$196,471
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$246,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$674,692
Assets. Loans (other than to participants) at beginning of year2016-06-30$32,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$152,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$252,061
Other income not declared elsewhere2016-06-30$54,177
Administrative expenses (other) incurred2016-06-30$509,729
Liabilities. Value of operating payables at end of year2016-06-30$111,714
Liabilities. Value of operating payables at beginning of year2016-06-30$123,780
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$158,858
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,222,468
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,063,610
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$253,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$533,169
Income. Interest from loans (other than to participants)2016-06-30$604
Interest earned on other investments2016-06-30$7,320
Income. Interest from US Government securities2016-06-30$4,011
Income. Interest from corporate debt instruments2016-06-30$17,279
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,479,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$547,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$547,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$3,623
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$746,512
Asset value of US Government securities at end of year2016-06-30$202,504
Asset value of US Government securities at beginning of year2016-06-30$821,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-23,199
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$7,372,423
Employer contributions (assets) at end of year2016-06-30$802,906
Employer contributions (assets) at beginning of year2016-06-30$627,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$6,280,167
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$971,971
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$1,766,974
Contract administrator fees2016-06-30$203,438
Liabilities. Value of benefit claims payable at end of year2016-06-30$727,950
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$1,071,030
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$274
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$153
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$1,859,414
Aggregate carrying amount (costs) on sale of assets2016-06-30$1,860,719
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30STEGEMUELLER, JETT & CO., P.C.
Accountancy firm EIN2016-06-30760774332
2015 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-1,626
Total unrealized appreciation/depreciation of assets2015-06-30$-1,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,446,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,756,146
Total income from all sources (including contributions)2015-06-30$7,819,772
Total loss/gain on sale of assets2015-06-30$-4,502
Total of all expenses incurred2015-06-30$8,349,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$7,490,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$7,735,543
Value of total assets at end of year2015-06-30$5,510,481
Value of total assets at beginning of year2015-06-30$6,349,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$858,887
Total interest from all sources2015-06-30$46,407
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$33,474
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$33,474
Administrative expenses professional fees incurred2015-06-30$157,322
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
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$637,400
Assets. Other investments not covered elsewhere at end of year2015-06-30$506,456
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$615,128
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$459,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$674,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$349,520
Assets. Loans (other than to participants) at end of year2015-06-30$32,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$252,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$201,977
Other income not declared elsewhere2015-06-30$332
Administrative expenses (other) incurred2015-06-30$504,930
Liabilities. Value of operating payables at end of year2015-06-30$123,780
Liabilities. Value of operating payables at beginning of year2015-06-30$97,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-529,926
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,063,610
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,593,536
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$533,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$559,958
Income. Interest from loans (other than to participants)2015-06-30$598
Interest earned on other investments2015-06-30$10,254
Income. Interest from US Government securities2015-06-30$5,222
Income. Interest from corporate debt instruments2015-06-30$26,891
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$547,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,989,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,989,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$3,442
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$1,101,611
Asset value of US Government securities at end of year2015-06-30$821,878
Asset value of US Government securities at beginning of year2015-06-30$726,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$10,144
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$6,638,920
Employer contributions (assets) at end of year2015-06-30$627,716
Employer contributions (assets) at beginning of year2015-06-30$525,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$6,389,200
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$1,766,974
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$1,583,193
Contract administrator fees2015-06-30$196,635
Liabilities. Value of benefit claims payable at end of year2015-06-30$1,071,030
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$1,456,625
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$153
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$909,371
Aggregate carrying amount (costs) on sale of assets2015-06-30$913,873
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 name2015-06-30STEGEMUELLER, JETT & CO., P.C.
Accountancy firm EIN2015-06-30760774332
2014 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$24,033
Total unrealized appreciation/depreciation of assets2014-06-30$24,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,756,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,939,259
Total income from all sources (including contributions)2014-06-30$8,151,066
Total loss/gain on sale of assets2014-06-30$-32,111
Total of all expenses incurred2014-06-30$9,349,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$8,475,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$7,966,245
Value of total assets at end of year2014-06-30$6,349,682
Value of total assets at beginning of year2014-06-30$7,731,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$874,099
Total interest from all sources2014-06-30$77,546
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$20,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$20,579
Administrative expenses professional fees incurred2014-06-30$176,766
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
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$611,507
Assets. Other investments not covered elsewhere at end of year2014-06-30$615,128
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$986,706
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$254,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$349,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$192,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$201,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$138,183
Other income not declared elsewhere2014-06-30$1,953
Administrative expenses (other) incurred2014-06-30$476,950
Liabilities. Value of operating payables at end of year2014-06-30$97,544
Liabilities. Value of operating payables at beginning of year2014-06-30$185,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-1,198,379
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,593,536
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,791,915
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$559,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$412,928
Interest earned on other investments2014-06-30$20,940
Income. Interest from US Government securities2014-06-30$22,949
Income. Interest from corporate debt instruments2014-06-30$30,279
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,989,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$2,019,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$2,019,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$3,378
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$1,339,741
Asset value of US Government securities at end of year2014-06-30$726,690
Asset value of US Government securities at beginning of year2014-06-30$1,658,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$92,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$7,100,213
Employer contributions (assets) at end of year2014-06-30$525,595
Employer contributions (assets) at beginning of year2014-06-30$750,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$7,135,605
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$1,583,193
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$1,645,102
Contract administrator fees2014-06-30$220,383
Liabilities. Value of benefit claims payable at end of year2014-06-30$1,456,625
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$1,615,644
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$64,328
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$1,800,460
Aggregate carrying amount (costs) on sale of assets2014-06-30$1,832,571
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30STEGEMUELLER, JETT & CO., P.C.
Accountancy firm EIN2014-06-30760774332
2013 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-62,510
Total unrealized appreciation/depreciation of assets2013-06-30$-62,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,939,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,418,199
Total income from all sources (including contributions)2013-06-30$8,640,077
Total loss/gain on sale of assets2013-06-30$-16,226
Total of all expenses incurred2013-06-30$7,630,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$6,821,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$8,588,866
Value of total assets at end of year2013-06-30$7,731,174
Value of total assets at beginning of year2013-06-30$7,200,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$808,257
Total interest from all sources2013-06-30$102,148
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,202
Administrative expenses professional fees incurred2013-06-30$255,376
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$594,120
Assets. Other investments not covered elsewhere at end of year2013-06-30$986,706
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$1,430,469
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$196,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$192,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$279,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$138,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$590,988
Other income not declared elsewhere2013-06-30$24,748
Administrative expenses (other) incurred2013-06-30$343,888
Liabilities. Value of operating payables at end of year2013-06-30$185,432
Liabilities. Value of operating payables at beginning of year2013-06-30$84,504
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$1,009,921
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,791,915
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,781,994
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$412,928
Interest earned on other investments2013-06-30$41,903
Income. Interest from US Government securities2013-06-30$32,668
Income. Interest from corporate debt instruments2013-06-30$23,536
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$2,019,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$2,084,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$2,084,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$4,041
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$1,170,223
Asset value of US Government securities at end of year2013-06-30$1,658,963
Asset value of US Government securities at beginning of year2013-06-30$1,558,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,849
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$7,798,516
Employer contributions (assets) at end of year2013-06-30$750,873
Employer contributions (assets) at beginning of year2013-06-30$530,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$5,651,676
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$1,645,102
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$1,254,278
Contract administrator fees2013-06-30$208,993
Liabilities. Value of benefit claims payable at end of year2013-06-30$1,615,644
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$1,742,707
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$64,328
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$60,887
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$1,391,407
Aggregate carrying amount (costs) on sale of assets2013-06-30$1,407,633
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30STEGEMUELLER, JETT & CO., P.C.
Accountancy firm EIN2013-06-30760774332
2012 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-16,738
Total unrealized appreciation/depreciation of assets2012-06-30$-16,738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,418,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,976,165
Total income from all sources (including contributions)2012-06-30$7,168,492
Total loss/gain on sale of assets2012-06-30$-5,523
Total of all expenses incurred2012-06-30$8,583,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$7,743,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$6,931,024
Value of total assets at end of year2012-06-30$7,200,193
Value of total assets at beginning of year2012-06-30$8,173,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$840,056
Total interest from all sources2012-06-30$126,097
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$239,850
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$523,231
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,430,469
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$2,574,310
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$283,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$279,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$133,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$590,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$566,410
Other income not declared elsewhere2012-06-30$133,632
Administrative expenses (other) incurred2012-06-30$396,989
Liabilities. Value of operating payables at end of year2012-06-30$84,504
Liabilities. Value of operating payables at beginning of year2012-06-30$151,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-1,415,294
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,781,994
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,197,288
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
Interest earned on other investments2012-06-30$64,293
Income. Interest from US Government securities2012-06-30$35,741
Income. Interest from corporate debt instruments2012-06-30$22,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$2,084,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,678,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,678,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$3,947
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$1,240,638
Asset value of US Government securities at end of year2012-06-30$1,558,745
Asset value of US Government securities at beginning of year2012-06-30$1,875,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$6,124,583
Employer contributions (assets) at end of year2012-06-30$530,856
Employer contributions (assets) at beginning of year2012-06-30$570,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$6,503,092
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$1,254,278
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,269,246
Contract administrator fees2012-06-30$203,217
Liabilities. Value of benefit claims payable at end of year2012-06-30$1,742,707
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$1,258,019
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$60,887
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$71,866
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$1,417,049
Aggregate carrying amount (costs) on sale of assets2012-06-30$1,422,572
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 name2012-06-30STEGEMUELLER, JETT & CO., P.C.
Accountancy firm EIN2012-06-30760774332
2011 : U.A.P.P. LOCAL 142 BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$32,096
Total unrealized appreciation/depreciation of assets2011-06-30$32,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,976,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$2,064,275
Total income from all sources (including contributions)2011-06-30$8,530,713
Total loss/gain on sale of assets2011-06-30$-5,867
Total of all expenses incurred2011-06-30$8,678,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$7,783,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$8,308,394
Value of total assets at end of year2011-06-30$8,173,453
Value of total assets at beginning of year2011-06-30$8,408,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$894,972
Total interest from all sources2011-06-30$157,114
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$164,693
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$393,825
Assets. Other investments not covered elsewhere at end of year2011-06-30$2,574,310
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$2,656,647
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$243,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$133,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$127,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$566,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$505,095
Other income not declared elsewhere2011-06-30$38,976
Administrative expenses (other) incurred2011-06-30$502,012
Liabilities. Value of operating payables at end of year2011-06-30$151,736
Liabilities. Value of operating payables at beginning of year2011-06-30$306,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-147,342
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,197,288
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,344,630
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
Interest earned on other investments2011-06-30$90,030
Income. Interest from US Government securities2011-06-30$42,090
Income. Interest from corporate debt instruments2011-06-30$19,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,678,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$2,811,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$2,811,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$5,455
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,441,596
Asset value of US Government securities at end of year2011-06-30$1,875,857
Asset value of US Government securities at beginning of year2011-06-30$1,695,134
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$7,670,832
Employer contributions (assets) at end of year2011-06-30$570,374
Employer contributions (assets) at beginning of year2011-06-30$1,077,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$6,341,487
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$1,269,246
Contract administrator fees2011-06-30$228,267
Liabilities. Value of benefit claims payable at end of year2011-06-30$1,258,019
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$1,252,636
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$71,866
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$40,807
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$525,000
Aggregate carrying amount (costs) on sale of assets2011-06-30$530,867
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 plan2011-06-30Disclaimer
Accountancy firm name2011-06-30STEGEMUELLER, JETT & CO., P.C.
Accountancy firm EIN2011-06-30760774332

Form 5500 Responses for U.A.P.P. LOCAL 142 BENEFITS PLAN

2021: U.A.P.P. LOCAL 142 BENEFITS PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: U.A.P.P. LOCAL 142 BENEFITS PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: U.A.P.P. LOCAL 142 BENEFITS PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: U.A.P.P. LOCAL 142 BENEFITS PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: U.A.P.P. LOCAL 142 BENEFITS PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: U.A.P.P. LOCAL 142 BENEFITS PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: U.A.P.P. LOCAL 142 BENEFITS PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: U.A.P.P. LOCAL 142 BENEFITS PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: U.A.P.P. LOCAL 142 BENEFITS PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: U.A.P.P. LOCAL 142 BENEFITS PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: U.A.P.P. LOCAL 142 BENEFITS PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: U.A.P.P. LOCAL 142 BENEFITS PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: U.A.P.P. LOCAL 142 BENEFITS PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00030630
Policy instance 4
Insurance contract or identification number00030630
Number of Individuals Covered904
Insurance policy start date2022-03-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $269,153
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 3
Insurance contract or identification number017099
Number of Individuals Covered890
Insurance policy start date2021-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $356,319
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA INSURANCE SERVICES (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number5001
Policy instance 2
Insurance contract or identification number5001
Number of Individuals Covered890
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $980,646
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8443
Policy instance 1
Insurance contract or identification numberG8443
Number of Individuals Covered890
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $36,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8443
Policy instance 1
Insurance contract or identification numberG8443
Number of Individuals Covered819
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $32,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberERL17102437
Policy instance 2
Insurance contract or identification numberERL17102437
Number of Individuals Covered755
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $973,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 3
Insurance contract or identification number017099
Number of Individuals Covered774
Insurance policy start date2020-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $386,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 3
Insurance contract or identification number017099
Number of Individuals Covered774
Insurance policy start date2019-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $353,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8443
Policy instance 1
Insurance contract or identification numberG8443
Number of Individuals Covered774
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $35,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberERL17102437
Policy instance 2
Insurance contract or identification numberERL17102437
Number of Individuals Covered774
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $911,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8443
Policy instance 1
Insurance contract or identification numberG8443
Number of Individuals Covered710
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $31,487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberERL17102437
Policy instance 2
Insurance contract or identification numberERL17102437
Number of Individuals Covered710
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $874,064
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 3
Insurance contract or identification number017099
Number of Individuals Covered710
Insurance policy start date2018-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $373,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 3
Insurance contract or identification number017099
Number of Individuals Covered741
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $267,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberERL17102437
Policy instance 2
Insurance contract or identification numberERL17102437
Number of Individuals Covered741
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $819,168
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8443
Policy instance 1
Insurance contract or identification numberG8443
Number of Individuals Covered741
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $31,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 3
Insurance contract or identification number017099
Number of Individuals Covered740
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ENVISION PHARMACEUTICAL SERVICES, LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberK257
Policy instance 4
Insurance contract or identification numberK257
Number of Individuals Covered740
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG&C8443
Policy instance 1
Insurance contract or identification numberG&C8443
Number of Individuals Covered740
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $34,003
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 numberSE4E50057
Policy instance 2
Insurance contract or identification numberSE4E50057
Number of Individuals Covered812
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $78,211
Welfare Benefit Premiums Paid to CarrierUSD $806,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78,211
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES, INC.
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 3
Insurance contract or identification number017099
Number of Individuals Covered772
Insurance policy start date2014-05-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG&C8443
Policy instance 1
Insurance contract or identification numberG&C8443
Number of Individuals Covered888
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $39,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number404380-B
Policy instance 2
Insurance contract or identification number404380-B
Number of Individuals Covered795
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $67,910
Welfare Benefit Premiums Paid to CarrierUSD $848,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,910
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350626
Policy instance 4
Insurance contract or identification number010-350626
Number of Individuals Covered1055
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,397
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $223,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,397
Insurance broker organization code?3
Insurance broker nameMICHAEL L. COOK
ENVISION PHARMACEUTICAL SERVICES, LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberK257
Policy instance 5
Insurance contract or identification numberK257
Number of Individuals Covered794
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350626
Policy instance 4
Insurance contract or identification number010-350626
Number of Individuals Covered1025
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $54,621
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $546,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,621
Insurance broker organization code?3
Insurance broker nameMICHAEL L. COOK
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number404380-B
Policy instance 2
Insurance contract or identification number404380-B
Number of Individuals Covered958
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $58,746
Welfare Benefit Premiums Paid to CarrierUSD $734,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,746
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 3
Insurance contract or identification number017099
Number of Individuals Covered854
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG&C8443
Policy instance 1
Insurance contract or identification numberG&C8443
Number of Individuals Covered944
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $37,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350626
Policy instance 1
Insurance contract or identification number010-350626
Number of Individuals Covered875
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $42,997
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $429,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,997
Insurance broker organization code?3
Insurance broker nameMICHAEL L. COOK
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-011965-00
Policy instance 3
Insurance contract or identification number16-011965-00
Number of Individuals Covered882
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $36,264
Welfare Benefit Premiums Paid to CarrierUSD $725,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,264
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG&C8443
Policy instance 4
Insurance contract or identification numberG&C8443
Number of Individuals Covered1307
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $34,410
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 2
Insurance contract or identification number017099
Number of Individuals Covered884
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350626
Policy instance 1
Insurance contract or identification number010-350626
Number of Individuals Covered750
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $42,552
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $425,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 2
Insurance contract or identification number017099
Number of Individuals Covered789
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number5010-9002-350
Policy instance 3
Insurance contract or identification number5010-9002-350
Number of Individuals Covered877
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $44,646
Welfare Benefit Premiums Paid to CarrierUSD $892,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG&C8443
Policy instance 4
Insurance contract or identification numberG&C8443
Number of Individuals Covered929
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $41,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG&C8443
Policy instance 4
Insurance contract or identification numberG&C8443
Number of Individuals Covered927
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $41,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number017099
Policy instance 2
Insurance contract or identification number017099
Number of Individuals Covered964
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KANAWHA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65110 )
Policy contract numberX100589
Policy instance 3
Insurance contract or identification numberX100589
Number of Individuals Covered1016
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Total amount of commissions paid to insurance brokerUSD $3,826
Welfare Benefit Premiums Paid to CarrierUSD $815,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350626
Policy instance 1
Insurance contract or identification number010-350626
Number of Individuals Covered938
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $46,305
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $463,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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