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TEXAS PIPE TRADES HEALTH BENEFIT PLAN 401k Plan overview

Plan NameTEXAS PIPE TRADES HEALTH BENEFIT PLAN
Plan identification number 501

TEXAS PIPE TRADES HEALTH BENEFIT PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES TEXAS PIPE TRADES HEALTH BENEFIT PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES TEXAS PIPE TRADES HEALTH BENEFIT PLAN
Employer identification number (EIN):751669421
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS PIPE TRADES HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01D. T. NEWELL2023-04-10
5012020-07-01D. T. NEWELL2022-04-07
5012019-07-01D. T. NEWELL2021-06-01
5012018-07-01JAMES L. SCHWINKENDORF2020-04-09
5012017-07-01D.T. (TOMMY) NEWELL2019-04-10
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01TOM PARROTT
5012011-07-01TOM PARROTT
5012010-07-01TOM PARROTT
5012009-07-01TOM PARROTT

Plan Statistics for TEXAS PIPE TRADES HEALTH BENEFIT PLAN

401k plan membership statisitcs for TEXAS PIPE TRADES HEALTH BENEFIT PLAN

Measure Date Value
2021: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-012,768
Total number of active participants reported on line 7a of the Form 55002021-07-013,170
Total of all active and inactive participants2021-07-013,170
Number of employers contributing to the scheme2021-07-0144
2020: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,865
Total number of active participants reported on line 7a of the Form 55002020-07-012,768
Total of all active and inactive participants2020-07-012,768
Number of employers contributing to the scheme2020-07-0144
2019: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,849
Total number of active participants reported on line 7a of the Form 55002019-07-011,865
Total of all active and inactive participants2019-07-011,865
Number of employers contributing to the scheme2019-07-0144
2018: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,751
Total number of active participants reported on line 7a of the Form 55002018-07-011,849
Total of all active and inactive participants2018-07-011,849
Number of employers contributing to the scheme2018-07-0144
2017: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,727
Total number of active participants reported on line 7a of the Form 55002017-07-011,751
Total of all active and inactive participants2017-07-011,751
Number of employers contributing to the scheme2017-07-0144
2016: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,525
Total number of active participants reported on line 7a of the Form 55002016-07-011,727
Total of all active and inactive participants2016-07-011,727
Number of employers contributing to the scheme2016-07-01115
2015: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,754
Total number of active participants reported on line 7a of the Form 55002015-07-011,525
Total of all active and inactive participants2015-07-011,525
Number of employers contributing to the scheme2015-07-01113
2014: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,737
Total number of active participants reported on line 7a of the Form 55002014-07-011,754
Total of all active and inactive participants2014-07-011,754
Number of employers contributing to the scheme2014-07-01165
2013: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,770
Total number of active participants reported on line 7a of the Form 55002013-07-011,737
Total of all active and inactive participants2013-07-011,737
Number of employers contributing to the scheme2013-07-01185
2012: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,705
Total number of active participants reported on line 7a of the Form 55002012-07-011,770
Total of all active and inactive participants2012-07-011,770
Number of employers contributing to the scheme2012-07-01145
2011: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,623
Total number of active participants reported on line 7a of the Form 55002011-07-011,705
Total of all active and inactive participants2011-07-011,705
Number of employers contributing to the scheme2011-07-01144
2010: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,696
Total number of active participants reported on line 7a of the Form 55002010-07-011,623
Total of all active and inactive participants2010-07-011,623
Number of employers contributing to the scheme2010-07-01107
2009: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,954
Total number of active participants reported on line 7a of the Form 55002009-07-011,696
Total of all active and inactive participants2009-07-011,696
Number of employers contributing to the scheme2009-07-01102

Financial Data on TEXAS PIPE TRADES HEALTH BENEFIT PLAN

Measure Date Value
2022 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-5,147,380
Total unrealized appreciation/depreciation of assets2022-06-30$-5,147,380
Total transfer of assets to this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$16,147,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$11,901,337
Total income from all sources (including contributions)2022-06-30$39,852,810
Total loss/gain on sale of assets2022-06-30$90,142
Total of all expenses incurred2022-06-30$40,262,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$39,383,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$43,471,695
Value of total assets at end of year2022-06-30$30,354,587
Value of total assets at beginning of year2022-06-30$26,517,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$878,370
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$752,131
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$752,131
Administrative expenses professional fees incurred2022-06-30$314,728
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
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$309,595
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$3,933,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$15,418,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$11,484,631
Other income not declared elsewhere2022-06-30$686,222
Administrative expenses (other) incurred2022-06-30$100,994
Total non interest bearing cash at end of year2022-06-30$4,637,687
Total non interest bearing cash at beginning of year2022-06-30$4,056,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-409,515
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,206,836
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$14,616,351
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$64,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$22,776,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$18,279,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$51,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$110,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$110,846
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$3,172,163
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$43,162,100
Employer contributions (assets) at end of year2022-06-30$2,888,822
Employer contributions (assets) at beginning of year2022-06-30$4,070,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$32,277,842
Contract administrator fees2022-06-30$398,278
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$729,170
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$416,706
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$3,795,000
Aggregate carrying amount (costs) on sale of assets2022-06-30$3,704,858
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 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$589,883
Total unrealized appreciation/depreciation of assets2021-06-30$589,883
Total transfer of assets to this plan2021-06-30$387,079
Total transfer of assets from this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$11,901,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$8,373,460
Total income from all sources (including contributions)2021-06-30$26,972,480
Total loss/gain on sale of assets2021-06-30$80,545
Total of all expenses incurred2021-06-30$24,591,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$24,050,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$25,675,341
Value of total assets at end of year2021-06-30$26,517,688
Value of total assets at beginning of year2021-06-30$20,222,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$541,824
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$626,711
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$626,711
Administrative expenses professional fees incurred2021-06-30$210,468
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
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$301,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$3,111,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$5,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$11,484,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$8,373,460
Administrative expenses (other) incurred2021-06-30$42,380
Total non interest bearing cash at end of year2021-06-30$4,056,982
Total non interest bearing cash at beginning of year2021-06-30$3,171,344
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$2,380,513
Value of net assets at end of year (total assets less liabilities)2021-06-30$14,616,351
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,848,759
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$51,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$18,279,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$14,553,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$110,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,250,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,250,817
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$2,019,031
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$25,374,034
Employer contributions (assets) at end of year2021-06-30$4,070,128
Employer contributions (assets) at beginning of year2021-06-30$1,241,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$18,919,941
Contract administrator fees2021-06-30$237,563
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$416,706
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
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$3,470,681
Aggregate carrying amount (costs) on sale of assets2021-06-30$3,390,136
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30HARPER AND PEARSON COMPANY PC
Accountancy firm EIN2021-06-30741695589
2020 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$92,544
Total unrealized appreciation/depreciation of assets2020-06-30$92,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$8,373,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$12,000,741
Total income from all sources (including contributions)2020-06-30$25,439,013
Total loss/gain on sale of assets2020-06-30$-129,061
Total of all expenses incurred2020-06-30$20,915,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$20,308,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$22,601,980
Value of total assets at end of year2020-06-30$20,222,219
Value of total assets at beginning of year2020-06-30$19,325,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$607,303
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$632,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$632,586
Administrative expenses professional fees incurred2020-06-30$154,180
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
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$213,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$5,461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$452,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$8,373,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$10,363,752
Other income not declared elsewhere2020-06-30$2,240,964
Administrative expenses (other) incurred2020-06-30$45,767
Total non interest bearing cash at end of year2020-06-30$3,171,344
Total non interest bearing cash at beginning of year2020-06-30$5,104,884
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$4,523,558
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,848,759
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,325,201
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$46,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$14,553,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$11,010,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,250,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$91,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$91,614
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$1,932,591
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$22,388,085
Employer contributions (assets) at end of year2020-06-30$1,241,000
Employer contributions (assets) at beginning of year2020-06-30$2,666,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$18,375,561
Contract administrator fees2020-06-30$360,824
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$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$1,636,989
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$31,595,989
Aggregate carrying amount (costs) on sale of assets2020-06-30$31,725,050
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 AND PEARSON COMPANY PC
Accountancy firm EIN2020-06-30741695589
2019 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$395,826
Total unrealized appreciation/depreciation of assets2019-06-30$395,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$12,000,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$11,537,986
Total income from all sources (including contributions)2019-06-30$24,666,075
Total loss/gain on sale of assets2019-06-30$-125,585
Total of all expenses incurred2019-06-30$22,695,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$21,854,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$20,526,081
Value of total assets at end of year2019-06-30$19,325,942
Value of total assets at beginning of year2019-06-30$16,893,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$841,438
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$468,960
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$468,960
Administrative expenses professional fees incurred2019-06-30$178,214
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
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$250,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$452,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$10,363,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$11,107,986
Other income not declared elsewhere2019-06-30$3,400,793
Administrative expenses (other) incurred2019-06-30$63,991
Total non interest bearing cash at end of year2019-06-30$5,104,884
Total non interest bearing cash at beginning of year2019-06-30$1,819,041
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$1,970,149
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,325,201
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,355,052
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$47,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$11,010,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$13,367,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$91,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$37,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$37,621
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$1,449,946
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$20,275,111
Employer contributions (assets) at end of year2019-06-30$2,666,366
Employer contributions (assets) at beginning of year2019-06-30$1,668,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$20,404,542
Contract administrator fees2019-06-30$551,657
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$1,636,989
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$430,000
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$10,474,614
Aggregate carrying amount (costs) on sale of assets2019-06-30$10,600,199
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 PC
Accountancy firm EIN2019-06-30741695589
2018 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$10,577
Total unrealized appreciation/depreciation of assets2018-06-30$10,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$430,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$483,932
Total income from all sources (including contributions)2018-06-30$19,304,766
Total loss/gain on sale of assets2018-06-30$-446,753
Total of all expenses incurred2018-06-30$22,358,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$21,596,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$18,246,895
Value of total assets at end of year2018-06-30$16,893,038
Value of total assets at beginning of year2018-06-30$20,001,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$762,248
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$603,761
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$603,761
Administrative expenses professional fees incurred2018-06-30$94,265
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
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$134,800
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$5,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$763,715
Other income not declared elsewhere2018-06-30$890,286
Administrative expenses (other) incurred2018-06-30$616,145
Liabilities. Value of operating payables at end of year2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$55,389
Total non interest bearing cash at end of year2018-06-30$1,819,041
Total non interest bearing cash at beginning of year2018-06-30$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-3,054,063
Value of net assets at end of year (total assets less liabilities)2018-06-30$16,463,038
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$19,517,101
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$13,367,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$16,467,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$37,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,468,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,468,617
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$1,649,042
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$18,112,095
Employer contributions (assets) at end of year2018-06-30$1,668,544
Employer contributions (assets) at beginning of year2018-06-30$1,265,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$19,947,539
Contract administrator fees2018-06-30$51,838
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$430,000
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$428,543
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$17,863,150
Aggregate carrying amount (costs) on sale of assets2018-06-30$18,309,903
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 PC
Accountancy firm EIN2018-06-30741695589
2017 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$140,072
Total unrealized appreciation/depreciation of assets2017-06-30$140,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$483,932
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$250,901
Total income from all sources (including contributions)2017-06-30$18,119,708
Total loss/gain on sale of assets2017-06-30$-229,466
Total of all expenses incurred2017-06-30$17,430,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$15,805,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$17,495,380
Value of total assets at end of year2017-06-30$20,001,033
Value of total assets at beginning of year2017-06-30$19,079,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,624,889
Total interest from all sources2017-06-30$175
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$713,547
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$713,547
Administrative expenses professional fees incurred2017-06-30$73,701
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$193,412
Assets. Other investments not covered elsewhere at end of year2017-06-30$5,461
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$5,247
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$-342,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$763,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$515,326
Administrative expenses (other) incurred2017-06-30$1,052,955
Liabilities. Value of operating payables at end of year2017-06-30$55,389
Liabilities. Value of operating payables at beginning of year2017-06-30$36,198
Total non interest bearing cash at end of year2017-06-30$30,000
Total non interest bearing cash at beginning of year2017-06-30$30,000
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$688,844
Value of net assets at end of year (total assets less liabilities)2017-06-30$19,517,101
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$18,828,257
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$59,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$16,467,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$17,070,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,468,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$366,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$366,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$175
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$474,382
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$17,644,451
Employer contributions (assets) at end of year2017-06-30$1,265,720
Employer contributions (assets) at beginning of year2017-06-30$1,091,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$15,331,593
Contract administrator fees2017-06-30$438,482
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$428,543
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$214,703
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$5,389,083
Aggregate carrying amount (costs) on sale of assets2017-06-30$5,618,549
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30GEARY E. ALLEN, PC
Accountancy firm EIN2017-06-30752566955
2016 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-895,944
Total unrealized appreciation/depreciation of assets2016-06-30$-895,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$250,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$950,281
Total income from all sources (including contributions)2016-06-30$13,772,047
Total loss/gain on sale of assets2016-06-30$206,863
Total of all expenses incurred2016-06-30$17,068,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$15,446,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$13,821,883
Value of total assets at end of year2016-06-30$19,079,158
Value of total assets at beginning of year2016-06-30$23,075,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,622,805
Total interest from all sources2016-06-30$71
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$639,174
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$639,174
Administrative expenses professional fees incurred2016-06-30$65,519
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$255,440
Participant contributions at beginning of year2016-06-30$600
Assets. Other investments not covered elsewhere at end of year2016-06-30$5,247
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$5,180
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$-677,125
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$515,326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$467,554
Administrative expenses (other) incurred2016-06-30$1,054,459
Liabilities. Value of operating payables at end of year2016-06-30$36,198
Liabilities. Value of operating payables at beginning of year2016-06-30$44,424
Total non interest bearing cash at end of year2016-06-30$30,000
Total non interest bearing cash at beginning of year2016-06-30$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-3,296,822
Value of net assets at end of year (total assets less liabilities)2016-06-30$18,828,257
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$22,125,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$61,219
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$17,070,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$21,398,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$366,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$98,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$98,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$71
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$498,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$14,243,568
Employer contributions (assets) at end of year2016-06-30$1,091,581
Employer contributions (assets) at beginning of year2016-06-30$999,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$14,947,644
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$75,000
Contract administrator fees2016-06-30$441,608
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Liabilities. Value of benefit claims payable at end of year2016-06-30$214,703
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$905,857
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$15,988,724
Aggregate carrying amount (costs) on sale of assets2016-06-30$15,781,861
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30GEARY E. ALLEN, PC
Accountancy firm EIN2016-06-30752566955
2015 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-1,261,155
Total unrealized appreciation/depreciation of assets2015-06-30$-1,261,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$950,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$526,916
Total income from all sources (including contributions)2015-06-30$14,416,237
Total loss/gain on sale of assets2015-06-30$490,744
Total of all expenses incurred2015-06-30$18,157,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$16,473,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$14,096,222
Value of total assets at end of year2015-06-30$23,075,360
Value of total assets at beginning of year2015-06-30$26,393,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,684,471
Total interest from all sources2015-06-30$343
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$977,290
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$977,290
Administrative expenses professional fees incurred2015-06-30$52,228
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$285,286
Participant contributions at end of year2015-06-30$600
Participant contributions at beginning of year2015-06-30$1,202
Assets. Other investments not covered elsewhere at end of year2015-06-30$5,180
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$4,265
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$-1,769,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$467,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$315,545
Other income not declared elsewhere2015-06-30$112,793
Administrative expenses (other) incurred2015-06-30$1,088,758
Liabilities. Value of operating payables at end of year2015-06-30$44,424
Liabilities. Value of operating payables at beginning of year2015-06-30$181,684
Total non interest bearing cash at end of year2015-06-30$30,000
Total non interest bearing cash at beginning of year2015-06-30$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-3,741,705
Value of net assets at end of year (total assets less liabilities)2015-06-30$22,125,079
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$25,866,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$79,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$21,398,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$23,871,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$98,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$795,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$795,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$343
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$539,173
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$15,579,991
Employer contributions (assets) at end of year2015-06-30$999,948
Employer contributions (assets) at beginning of year2015-06-30$1,300,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$15,934,298
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$75,000
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$75,000
Contract administrator fees2015-06-30$463,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$905,857
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$345,232
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$5,243,203
Aggregate carrying amount (costs) on sale of assets2015-06-30$4,752,459
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30GEARY E. ALLEN, PC
Accountancy firm EIN2015-06-30752566955
2014 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$-112,997
Total unrealized appreciation/depreciation of assets2014-06-30$-112,997
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$526,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$175,144
Total income from all sources (including contributions)2014-06-30$17,014,200
Total loss/gain on sale of assets2014-06-30$1,786,516
Total of all expenses incurred2014-06-30$15,795,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$14,363,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$14,587,673
Value of total assets at end of year2014-06-30$26,393,700
Value of total assets at beginning of year2014-06-30$24,823,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,431,675
Total interest from all sources2014-06-30$436
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$752,572
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$752,572
Administrative expenses professional fees incurred2014-06-30$60,611
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$343,345
Participant contributions at end of year2014-06-30$1,202
Participant contributions at beginning of year2014-06-30$1,950
Assets. Other investments not covered elsewhere at end of year2014-06-30$4,265
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$4,237
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$-2,269,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$315,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$381,400
Administrative expenses (other) incurred2014-06-30$836,274
Liabilities. Value of operating payables at end of year2014-06-30$181,684
Liabilities. Value of operating payables at beginning of year2014-06-30$21,197
Total non interest bearing cash at end of year2014-06-30$30,000
Total non interest bearing cash at beginning of year2014-06-30$30,000
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$1,218,563
Value of net assets at end of year (total assets less liabilities)2014-06-30$25,866,784
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$24,648,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$81,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$23,871,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$21,471,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$795,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,574,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,574,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$436
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$54,926
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$16,513,914
Employer contributions (assets) at end of year2014-06-30$1,300,493
Employer contributions (assets) at beginning of year2014-06-30$1,284,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$14,309,036
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$75,000
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$75,000
Contract administrator fees2014-06-30$453,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$345,232
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$153,947
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$14,944,692
Aggregate carrying amount (costs) on sale of assets2014-06-30$13,158,176
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 name2014-06-30GEARY E. ALLEN, PC
Accountancy firm EIN2014-06-30752566955
2013 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$526,096
Total unrealized appreciation/depreciation of assets2013-06-30$526,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$175,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$465,909
Total income from all sources (including contributions)2013-06-30$15,438,386
Total loss/gain on sale of assets2013-06-30$606
Total of all expenses incurred2013-06-30$14,113,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$12,718,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$14,006,807
Value of total assets at end of year2013-06-30$24,823,365
Value of total assets at beginning of year2013-06-30$23,789,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,394,532
Total interest from all sources2013-06-30$571
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$904,306
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$904,306
Administrative expenses professional fees incurred2013-06-30$43,827
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$258,589
Participant contributions at end of year2013-06-30$1,950
Participant contributions at beginning of year2013-06-30$1,650
Assets. Other investments not covered elsewhere at end of year2013-06-30$4,237
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$4,349
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$-934,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$381,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$441,993
Administrative expenses (other) incurred2013-06-30$853,777
Liabilities. Value of operating payables at end of year2013-06-30$21,197
Liabilities. Value of operating payables at beginning of year2013-06-30$79,927
Total non interest bearing cash at end of year2013-06-30$30,000
Total non interest bearing cash at beginning of year2013-06-30$30,000
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$1,325,065
Value of net assets at end of year (total assets less liabilities)2013-06-30$24,648,221
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$23,323,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$75,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$21,471,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$20,799,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,574,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,466,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,466,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$571
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$52,900
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$14,682,358
Employer contributions (assets) at end of year2013-06-30$1,284,936
Employer contributions (assets) at beginning of year2013-06-30$970,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$12,665,889
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$75,000
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$75,000
Contract administrator fees2013-06-30$421,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$153,947
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$385,982
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$75,000
Aggregate carrying amount (costs) on sale of assets2013-06-30$74,394
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30GEARY E. ALLEN, PC
Accountancy firm EIN2013-06-30752566955
2012 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-551,002
Total unrealized appreciation/depreciation of assets2012-06-30$-551,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$465,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$230,908
Total income from all sources (including contributions)2012-06-30$14,553,327
Total loss/gain on sale of assets2012-06-30$-157,154
Total of all expenses incurred2012-06-30$14,991,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$13,536,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$14,320,936
Value of total assets at end of year2012-06-30$23,789,065
Value of total assets at beginning of year2012-06-30$23,992,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,455,405
Total interest from all sources2012-06-30$16,603
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$923,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$923,812
Administrative expenses professional fees incurred2012-06-30$69,020
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$75,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$75,000
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$349,332
Participant contributions at end of year2012-06-30$1,650
Assets. Other investments not covered elsewhere at end of year2012-06-30$4,349
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$5,159
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$-767,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$441,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$550,548
Administrative expenses (other) incurred2012-06-30$906,651
Liabilities. Value of operating payables at end of year2012-06-30$79,927
Liabilities. Value of operating payables at beginning of year2012-06-30$57,457
Total non interest bearing cash at end of year2012-06-30$30,000
Total non interest bearing cash at beginning of year2012-06-30$30,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-438,572
Value of net assets at end of year (total assets less liabilities)2012-06-30$23,323,156
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$23,761,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$68,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$20,799,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$19,622,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,466,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$2,712,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$2,712,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$16,603
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$61,813
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$14,739,335
Employer contributions (assets) at end of year2012-06-30$970,183
Employer contributions (assets) at beginning of year2012-06-30$997,186
Income. Dividends from preferred stock2012-06-30$132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$13,474,681
Contract administrator fees2012-06-30$411,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$385,982
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$173,451
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$6,466,112
Aggregate carrying amount (costs) on sale of assets2012-06-30$6,623,266
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 name2012-06-30GEARY E. ALLEN, PC
Accountancy firm EIN2012-06-30752566955
2011 : TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,245,215
Total unrealized appreciation/depreciation of assets2011-06-30$1,245,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$230,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$231,702
Total income from all sources (including contributions)2011-06-30$15,453,742
Total loss/gain on sale of assets2011-06-30$79,033
Total of all expenses incurred2011-06-30$12,189,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$10,784,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$13,362,055
Value of total assets at end of year2011-06-30$23,992,636
Value of total assets at beginning of year2011-06-30$20,729,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,405,379
Total interest from all sources2011-06-30$44,871
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$722,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$722,340
Administrative expenses professional fees incurred2011-06-30$48,238
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$75,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$75,000
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$364,309
Assets. Other investments not covered elsewhere at end of year2011-06-30$5,159
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$5,751
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$-118,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$550,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$364,387
Administrative expenses (other) incurred2011-06-30$896,374
Liabilities. Value of operating payables at end of year2011-06-30$57,457
Liabilities. Value of operating payables at beginning of year2011-06-30$46,268
Total non interest bearing cash at end of year2011-06-30$30,081
Total non interest bearing cash at beginning of year2011-06-30$69,041
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$3,264,246
Value of net assets at end of year (total assets less liabilities)2011-06-30$23,761,728
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$20,497,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$63,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$19,622,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$15,887,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$2,712,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$3,300,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$3,300,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$44,871
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$59,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$13,116,310
Employer contributions (assets) at end of year2011-06-30$997,186
Employer contributions (assets) at beginning of year2011-06-30$1,026,986
Income. Dividends from preferred stock2011-06-30$228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$10,724,643
Contract administrator fees2011-06-30$396,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$173,451
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$185,434
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$4,576,606
Aggregate carrying amount (costs) on sale of assets2011-06-30$4,497,573
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30GEARY E. ALLEN, PC
Accountancy firm EIN2011-06-30752566955

Form 5500 Responses for TEXAS PIPE TRADES HEALTH BENEFIT PLAN

2021: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT 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: TEXAS PIPE TRADES HEALTH BENEFIT PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
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

VISTA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberTXP100
Policy instance 2
Insurance contract or identification numberTXP100
Number of Individuals Covered3170
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,639,342
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered3170
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $101,805
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered2750
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,158
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-8400
Policy instance 2
Insurance contract or identification numberG-8400
Number of Individuals Covered2750
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $773,204
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered1870
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,473
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-8400
Policy instance 2
Insurance contract or identification numberG-8400
Number of Individuals Covered1870
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $792,697
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered1730
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,242
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered1730
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,250
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered1525
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,704
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 numberC-8300
Policy instance 2
Insurance contract or identification numberC-8300
Number of Individuals Covered1525
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 numberC-8300
Policy instance 2
Insurance contract or identification numberC-8300
Number of Individuals Covered1754
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,590
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered1754
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,739
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 numberC-8300
Policy instance 2
Insurance contract or identification numberC-8300
Number of Individuals Covered1737
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,684
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered1737
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,242
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered1770
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,536
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 numberC-8300
Policy instance 2
Insurance contract or identification numberC-8300
Number of Individuals Covered1770
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,364
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 numberC-8300
Policy instance 2
Insurance contract or identification numberC-8300
Number of Individuals Covered1705
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $10,268
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered1705
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,545
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 numberC-8300
Policy instance 2
Insurance contract or identification numberC-8300
Number of Individuals Covered1693
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,271
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-8300
Policy instance 1
Insurance contract or identification numberG-8300
Number of Individuals Covered1693
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,203
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 numberP29296
Policy instance 3
Insurance contract or identification numberP29296
Number of Individuals Covered1954
Insurance policy start date2009-09-01
Insurance policy end date2010-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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