Logo

NIELSONS, INC. HEALTH AND WELFARE TRUST 401k Plan overview

Plan NameNIELSONS, INC. HEALTH AND WELFARE TRUST
Plan identification number 501

NIELSONS, INC. HEALTH AND WELFARE TRUST Benefits

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

401k Sponsoring company profile

NIELSONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NIELSONS, INC.
Employer identification number (EIN):840809283
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NIELSONS, INC. HEALTH AND WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-01-01MIKE APARICIO2020-05-19
5012018-01-01
5012017-01-01BRIAN STIERITZ
5012016-01-01BRIAN STIERITZ
5012015-01-01
5012014-01-01DAVID SITTON
5012013-01-01DAVID SITTON
5012012-01-01DAVID SITTON
5012011-01-01DAVID SITTON
5012010-01-01DAVID SITTON
5012009-01-01DAVID SITTON
5012009-01-01DAVID SITTON
5012008-01-01 DAVID SITTON2010-10-15
5012007-01-01 DAVID SITTON2010-10-15
5012006-01-01 DAVID SITTON2010-10-15

Plan Statistics for NIELSONS, INC. HEALTH AND WELFARE TRUST

401k plan membership statisitcs for NIELSONS, INC. HEALTH AND WELFARE TRUST

Measure Date Value
2018: NIELSONS, INC. HEALTH AND WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
2017: NIELSONS, INC. HEALTH AND WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
2016: NIELSONS, INC. HEALTH AND WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0185
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
2015: NIELSONS, INC. HEALTH AND WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01132
Total number of active participants reported on line 7a of the Form 55002015-01-0184
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0185
2014: NIELSONS, INC. HEALTH AND WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0180
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01132
2013: NIELSONS, INC. HEALTH AND WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01106
Total number of active participants reported on line 7a of the Form 55002013-01-0176
Total of all active and inactive participants2013-01-0176
Total participants2013-01-010
2012: NIELSONS, INC. HEALTH AND WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01209
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Total of all active and inactive participants2012-01-01106
Total participants2012-01-010
2011: NIELSONS, INC. HEALTH AND WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0191
Total number of active participants reported on line 7a of the Form 55002011-01-01209
Total of all active and inactive participants2011-01-01209
Total participants2011-01-01209
2010: NIELSONS, INC. HEALTH AND WELFARE TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01102
Total number of active participants reported on line 7a of the Form 55002010-01-0191
Total of all active and inactive participants2010-01-0191
Total participants2010-01-0191
2009: NIELSONS, INC. HEALTH AND WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01160
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Total of all active and inactive participants2009-01-01102
Total participants2009-01-01102
2008: NIELSONS, INC. HEALTH AND WELFARE TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-01204
Total number of active participants reported on line 7a of the Form 55002008-01-01160
Total of all active and inactive participants2008-01-01160
Total participants2008-01-01160
2007: NIELSONS, INC. HEALTH AND WELFARE TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-01163
Total number of active participants reported on line 7a of the Form 55002007-01-01204
Total of all active and inactive participants2007-01-01204
Total participants2007-01-01204
2006: NIELSONS, INC. HEALTH AND WELFARE TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-0191
Total number of active participants reported on line 7a of the Form 55002006-01-01163
Total of all active and inactive participants2006-01-01163
Total participants2006-01-01163

Financial Data on NIELSONS, INC. HEALTH AND WELFARE TRUST

Measure Date Value
2018 : NIELSONS, INC. HEALTH AND WELFARE TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,457
Total income from all sources (including contributions)2018-12-31$37,908
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$28,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,799,366
Value of total assets at beginning of year2018-12-31$1,792,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,252
Total interest from all sources2018-12-31$11,867
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$18,845
Administrative expenses professional fees incurred2018-12-31$20,863
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$84
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$2,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$9,656
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,799,366
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,789,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,411,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,799,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$380,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$380,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$7,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contract administrator fees2018-12-31$7,305
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RUBINBROWN LLP
Accountancy firm EIN2018-12-31430765316
2017 : NIELSONS, INC. HEALTH AND WELFARE TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,457
Total income from all sources (including contributions)2017-12-31$163,705
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$1,792,167
Value of total assets at beginning of year2017-12-31$1,655,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,748
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$35,192
Administrative expenses professional fees incurred2017-12-31$18,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$58
Liabilities. Value of operating payables at end of year2017-12-31$2,457
Liabilities. Value of operating payables at beginning of year2017-12-31$2,457
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$136,957
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,789,710
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,652,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,411,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,270,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$380,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$334,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$334,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$128,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$49,284
Contract administrator fees2017-12-31$8,290
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RUBINBROWN LLP
Accountancy firm EIN2017-12-31430765316
2016 : NIELSONS, INC. HEALTH AND WELFARE TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$66,171
Total income from all sources (including contributions)2016-12-31$59,056
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$69,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,187
Value of total assets at end of year2016-12-31$1,655,210
Value of total assets at beginning of year2016-12-31$1,728,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,218
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$37,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$37,233
Administrative expenses professional fees incurred2016-12-31$31,218
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,187
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$6,086
Liabilities. Value of operating payables at end of year2016-12-31$2,457
Liabilities. Value of operating payables at beginning of year2016-12-31$2,866
Total non interest bearing cash at end of year2016-12-31$1,000
Total non interest bearing cash at beginning of year2016-12-31$22,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-10,068
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,652,753
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,662,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,270,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,249,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$334,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$343,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$343,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$20,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$49,284
Employer contributions (assets) at beginning of year2016-12-31$106,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,906
Contract administrator fees2016-12-31$18,000
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$63,305
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RUBINBROWN LLP
Accountancy firm EIN2016-12-31430765316
2015 : NIELSONS, INC. HEALTH AND WELFARE TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$94,592
Total income from all sources (including contributions)2015-12-31$365,731
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$566,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$437,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$396,961
Value of total assets at end of year2015-12-31$1,728,992
Value of total assets at beginning of year2015-12-31$1,958,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,191
Total interest from all sources2015-12-31$110
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$24,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$24,427
Administrative expenses professional fees incurred2015-12-31$21,460
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$140,349
Participant contributions at end of year2015-12-31$6,086
Participant contributions at beginning of year2015-12-31$10,640
Administrative expenses (other) incurred2015-12-31$312
Liabilities. Value of operating payables at end of year2015-12-31$2,866
Liabilities. Value of operating payables at beginning of year2015-12-31$67,993
Total non interest bearing cash at end of year2015-12-31$22,684
Total non interest bearing cash at beginning of year2015-12-31$64,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-201,101
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,662,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,863,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,249,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$343,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,863,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,863,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$256,612
Employer contributions (assets) at end of year2015-12-31$106,811
Employer contributions (assets) at beginning of year2015-12-31$19,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$437,641
Contract administrator fees2015-12-31$107,419
Liabilities. Value of benefit claims payable at end of year2015-12-31$63,305
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$26,599
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RUBINBROWN LLP
Accountancy firm EIN2015-12-31430765316
2014 : NIELSONS, INC. HEALTH AND WELFARE TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$94,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,798
Total income from all sources (including contributions)2014-12-31$434,789
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$608,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$455,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$434,600
Value of total assets at end of year2014-12-31$1,958,514
Value of total assets at beginning of year2014-12-31$2,057,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$152,989
Total interest from all sources2014-12-31$189
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$84,939
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$123,842
Participant contributions at end of year2014-12-31$10,640
Participant contributions at beginning of year2014-12-31$5,906
Administrative expenses (other) incurred2014-12-31$283
Liabilities. Value of operating payables at end of year2014-12-31$67,993
Liabilities. Value of operating payables at beginning of year2014-12-31$16,492
Total non interest bearing cash at end of year2014-12-31$64,621
Total non interest bearing cash at beginning of year2014-12-31$96,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-173,969
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,863,922
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,037,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,863,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,933,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,933,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$189
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$47,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$310,758
Employer contributions (assets) at end of year2014-12-31$19,328
Employer contributions (assets) at beginning of year2014-12-31$21,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$408,401
Contract administrator fees2014-12-31$67,767
Liabilities. Value of benefit claims payable at end of year2014-12-31$26,599
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,306
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31RUBINBROWN LLP
Accountancy firm EIN2014-12-31430765316
2013 : NIELSONS, INC. HEALTH AND WELFARE TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,045
Total income from all sources (including contributions)2013-12-31$436,420
Total of all expenses incurred2013-12-31$470,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$414,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$436,227
Value of total assets at end of year2013-12-31$2,057,689
Value of total assets at beginning of year2013-12-31$2,079,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$55,932
Total interest from all sources2013-12-31$193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$37,778
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$120,227
Participant contributions at end of year2013-12-31$5,906
Participant contributions at beginning of year2013-12-31$11,645
Administrative expenses (other) incurred2013-12-31$154
Liabilities. Value of operating payables at end of year2013-12-31$16,492
Total non interest bearing cash at end of year2013-12-31$96,514
Total non interest bearing cash at beginning of year2013-12-31$90,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-33,659
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,037,891
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,071,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,933,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,952,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,952,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$193
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$414,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$316,000
Employer contributions (assets) at end of year2013-12-31$21,907
Employer contributions (assets) at beginning of year2013-12-31$25,616
Contract administrator fees2013-12-31$18,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,306
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$8,045
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FREDRICKZINK & ASSOCIATES, PC
Accountancy firm EIN2013-12-31841073179
2012 : NIELSONS, INC. HEALTH AND WELFARE TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,353
Total income from all sources (including contributions)2012-12-31$747,796
Total of all expenses incurred2012-12-31$629,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$594,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$747,601
Value of total assets at end of year2012-12-31$2,079,595
Value of total assets at beginning of year2012-12-31$1,968,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,506
Total interest from all sources2012-12-31$195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$16,484
Was this plan covered by a fidelity bond2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$133,726
Participant contributions at end of year2012-12-31$11,645
Participant contributions at beginning of year2012-12-31$17,977
Administrative expenses (other) incurred2012-12-31$22
Total non interest bearing cash at end of year2012-12-31$90,312
Total non interest bearing cash at beginning of year2012-12-31$46,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$118,475
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,071,550
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,953,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,952,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,716,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,716,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$195
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$594,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$613,875
Employer contributions (assets) at end of year2012-12-31$25,616
Employer contributions (assets) at beginning of year2012-12-31$187,510
Contract administrator fees2012-12-31$18,000
Liabilities. Value of benefit claims payable at end of year2012-12-31$8,045
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$15,353
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FREDRICKZINK & ASSOCIATES, PC
Accountancy firm EIN2012-12-31841073179
2011 : NIELSONS, INC. HEALTH AND WELFARE TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$15,353
Total plan liabilities at beginning of year2011-12-31$14,226
Total income from all sources2011-12-31$1,863,725
Expenses. Total of all expenses incurred2011-12-31$365,030
Benefits paid (including direct rollovers)2011-12-31$327,338
Total plan assets at end of year2011-12-31$1,968,428
Total plan assets at beginning of year2011-12-31$468,606
Total contributions received or receivable from participants2011-12-31$110,112
Expenses. Other expenses not covered elsewhere2011-12-31$37,692
Other income received2011-12-31$103
Net income (gross income less expenses)2011-12-31$1,498,695
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,953,075
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$454,380
Total contributions received or receivable from employer(s)2011-12-31$1,753,510
2010 : NIELSONS, INC. HEALTH AND WELFARE TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$284,852
Total income from all sources (including contributions)2010-12-31$900,994
Total of all expenses incurred2010-12-31$227,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$175,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$900,971
Value of total assets at end of year2010-12-31$468,606
Value of total assets at beginning of year2010-12-31$66,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$52,333
Total interest from all sources2010-12-31$23
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$34,317
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$58,704
Participant contributions at end of year2010-12-31$5,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$15,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$284,852
Administrative expenses (other) incurred2010-12-31$16
Liabilities. Value of operating payables at end of year2010-12-31$9,000
Total non interest bearing cash at end of year2010-12-31$35,573
Total non interest bearing cash at beginning of year2010-12-31$1,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$673,136
Value of net assets at end of year (total assets less liabilities)2010-12-31$454,380
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-218,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$364,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$64,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$64,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$23
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$175,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$842,267
Employer contributions (assets) at end of year2010-12-31$48,196
Contract administrator fees2010-12-31$18,000
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,226
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FREDRICKZINK & ASSOCIATES, PC
Accountancy firm EIN2010-12-31841073179

Form 5500 Responses for NIELSONS, INC. HEALTH AND WELFARE TRUST

2018: NIELSONS, INC. HEALTH AND WELFARE TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NIELSONS, INC. HEALTH AND WELFARE TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NIELSONS, INC. HEALTH AND WELFARE TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NIELSONS, INC. HEALTH AND WELFARE TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NIELSONS, INC. HEALTH AND WELFARE TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NIELSONS, INC. HEALTH AND WELFARE TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NIELSONS, INC. HEALTH AND WELFARE TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NIELSONS, INC. HEALTH AND WELFARE TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NIELSONS, INC. HEALTH AND WELFARE TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NIELSONS, INC. HEALTH AND WELFARE TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: NIELSONS, INC. HEALTH AND WELFARE TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planYes
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: NIELSONS, INC. HEALTH AND WELFARE TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planYes
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: NIELSONS, INC. HEALTH AND WELFARE TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planYes
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243874
Policy instance 1
Insurance contract or identification number12243874
Number of Individuals Covered84
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $206
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $206
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 78417 )
Policy contract number0000
Policy instance 3
Insurance contract or identification number0000
Number of Individuals Covered84
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,781
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $31,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,781
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number960027/960024
Policy instance 2
Insurance contract or identification number960027/960024
Number of Individuals Covered84
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $105
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number960027/960024
Policy instance 2
Insurance contract or identification number960027/960024
Number of Individuals Covered130
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243874
Policy instance 1
Insurance contract or identification number12243874
Number of Individuals Covered122
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $186
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $186
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 78417 )
Policy contract number0000
Policy instance 3
Insurance contract or identification number0000
Number of Individuals Covered128
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,903
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $27,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,903
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243874
Policy instance 3
Insurance contract or identification number12243874
Number of Individuals Covered88
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $184
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $184
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number960027/960024
Policy instance 4
Insurance contract or identification number960027/960024
Number of Individuals Covered79
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $461
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $461
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295873
Policy instance 1
Insurance contract or identification number295873
Number of Individuals Covered76
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $13,275
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,275
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number9138
Policy instance 2
Insurance contract or identification number9138
Number of Individuals Covered76
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $1,569
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,569
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number960027/960024
Policy instance 1
Insurance contract or identification number960027/960024
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $552
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $552
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295873
Policy instance 4
Insurance contract or identification number295873
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $12,989
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,989
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number9138
Policy instance 3
Insurance contract or identification number9138
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,656
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,656
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243874
Policy instance 2
Insurance contract or identification number12243874
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $194
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $194
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number9138
Policy instance 3
Insurance contract or identification number9138
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $2,156
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243874
Policy instance 2
Insurance contract or identification number12243874
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $253
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number960027/960024
Policy instance 1
Insurance contract or identification number960027/960024
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $803
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295873
Policy instance 4
Insurance contract or identification number295873
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $17,734
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295873
Policy instance 4
Insurance contract or identification number295873
Number of Individuals Covered86
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $7,320
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $134,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,320
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243874
Policy instance 2
Insurance contract or identification number12243874
Number of Individuals Covered86
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $21
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number960027/960024
Policy instance 1
Insurance contract or identification number960027/960024
Number of Individuals Covered151
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $788
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $788
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number9138
Policy instance 3
Insurance contract or identification number9138
Number of Individuals Covered86
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $906
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $906
Insurance broker organization code?3
Insurance broker nameCREATIVE BENEFITS, INC.

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1