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CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameCONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN
Plan identification number 502

CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover
  • 10 or more employer plan under Code section 419A(f)(6).
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

LABORERS LOCAL 872 BOARD OF TRUSTEES HEALTH & WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:LABORERS LOCAL 872 BOARD OF TRUSTEES HEALTH & WELFARE PLAN
Employer identification number (EIN):886002912
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01THOMAS WHITE
5022017-01-01THOMAS WHITE
5022016-01-01THOMAS WHITE
5022015-01-01THOMAS WHITE
5022014-01-01THOMAS WHITE
5022013-01-01THOMAS WHITE
5022012-01-01THOMAS WHITE
5022011-01-01THOMAS WHITE
5022010-01-01THOMAS WHITE
5022009-01-01THOMAS WHITE

Plan Statistics for CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN

Measure Date Value
2023: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,181
Total number of active participants reported on line 7a of the Form 55002023-01-012,137
Number of retired or separated participants receiving benefits2023-01-01125
Total of all active and inactive participants2023-01-012,262
Total participants2023-01-012,262
Number of employers contributing to the scheme2023-01-01149
2022: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,360
Total number of active participants reported on line 7a of the Form 55002022-01-012,072
Number of retired or separated participants receiving benefits2022-01-01109
Total of all active and inactive participants2022-01-012,181
Total participants2022-01-012,181
Number of employers contributing to the scheme2022-01-01137
2021: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,151
Total number of active participants reported on line 7a of the Form 55002021-01-012,213
Number of retired or separated participants receiving benefits2021-01-01147
Total of all active and inactive participants2021-01-012,360
Total participants2021-01-012,360
Number of employers contributing to the scheme2021-01-01154
2020: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,981
Total number of active participants reported on line 7a of the Form 55002020-01-012,010
Number of retired or separated participants receiving benefits2020-01-01141
Total of all active and inactive participants2020-01-012,151
Total participants2020-01-012,151
Number of employers contributing to the scheme2020-01-01159
2019: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,700
Total number of active participants reported on line 7a of the Form 55002019-01-011,848
Number of retired or separated participants receiving benefits2019-01-01133
Total of all active and inactive participants2019-01-011,981
Total participants2019-01-011,981
Number of employers contributing to the scheme2019-01-01152
2018: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,688
Total number of active participants reported on line 7a of the Form 55002018-01-011,579
Number of retired or separated participants receiving benefits2018-01-01121
Total of all active and inactive participants2018-01-011,700
Total participants2018-01-011,700
Number of employers contributing to the scheme2018-01-01236
2017: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,688
Total number of active participants reported on line 7a of the Form 55002017-01-011,556
Number of retired or separated participants receiving benefits2017-01-01132
Total of all active and inactive participants2017-01-011,688
Total participants2017-01-011,688
Number of employers contributing to the scheme2017-01-01158
2016: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,608
Total number of active participants reported on line 7a of the Form 55002016-01-011,556
Number of retired or separated participants receiving benefits2016-01-01132
Total of all active and inactive participants2016-01-011,688
Total participants2016-01-011,688
Number of employers contributing to the scheme2016-01-01140
2015: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,729
Total number of active participants reported on line 7a of the Form 55002015-01-011,283
Number of retired or separated participants receiving benefits2015-01-01325
Total of all active and inactive participants2015-01-011,608
Total participants2015-01-011,608
Number of employers contributing to the scheme2015-01-01137
2014: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,854
Total number of active participants reported on line 7a of the Form 55002014-01-011,303
Number of retired or separated participants receiving benefits2014-01-01426
Total of all active and inactive participants2014-01-011,729
Total participants2014-01-011,729
Number of employers contributing to the scheme2014-01-01139
2013: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,854
Total number of active participants reported on line 7a of the Form 55002013-01-011,310
Number of retired or separated participants receiving benefits2013-01-01544
Total of all active and inactive participants2013-01-011,854
Total participants2013-01-011,854
Number of employers contributing to the scheme2013-01-01141
2012: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,854
Total number of active participants reported on line 7a of the Form 55002012-01-011,310
Number of retired or separated participants receiving benefits2012-01-01544
Total of all active and inactive participants2012-01-011,854
Total participants2012-01-011,854
Number of employers contributing to the scheme2012-01-01102
2011: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,593
Total number of active participants reported on line 7a of the Form 55002011-01-011,310
Number of retired or separated participants receiving benefits2011-01-01544
Total of all active and inactive participants2011-01-011,854
Total participants2011-01-011,854
Number of employers contributing to the scheme2011-01-01163
2010: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,956
Total number of active participants reported on line 7a of the Form 55002010-01-011,915
Number of retired or separated participants receiving benefits2010-01-01654
Total of all active and inactive participants2010-01-012,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0124
Total participants2010-01-012,593
Number of employers contributing to the scheme2010-01-01323
2009: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,558
Total number of active participants reported on line 7a of the Form 55002009-01-013,170
Number of retired or separated participants receiving benefits2009-01-01760
Total of all active and inactive participants2009-01-013,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0126
Total participants2009-01-013,956
Number of employers contributing to the scheme2009-01-01401

Financial Data on CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN

Measure Date Value
2023 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-719,750
Total unrealized appreciation/depreciation of assets2023-12-31$-719,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,578,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,113,319
Total income from all sources (including contributions)2023-12-31$32,263,542
Total loss/gain on sale of assets2023-12-31$11,649
Total of all expenses incurred2023-12-31$27,792,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$25,368,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$28,445,601
Value of total assets at end of year2023-12-31$34,114,501
Value of total assets at beginning of year2023-12-31$32,178,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,423,602
Total interest from all sources2023-12-31$367,115
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$408,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$408,265
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$840,707
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$3,670,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$932,151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$2,367,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$282,063
Other income not declared elsewhere2023-12-31$2,764,000
Administrative expenses (other) incurred2023-12-31$230,957
Liabilities. Value of operating payables at end of year2023-12-31$1,497,251
Liabilities. Value of operating payables at beginning of year2023-12-31$3,038,256
Total non interest bearing cash at end of year2023-12-31$1,346,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,471,478
Value of net assets at end of year (total assets less liabilities)2023-12-31$29,536,250
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$25,064,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$3,028,619
Assets. partnership/joint venture interests at beginning of year2023-12-31$3,966,829
Investment advisory and management fees2023-12-31$66,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,760,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,582,154
Income. Interest from US Government securities2023-12-31$137,383
Income. Interest from corporate debt instruments2023-12-31$219,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,343,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$82,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$82,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$10,426
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$2,463,191
Asset value of US Government securities at end of year2023-12-31$3,541,172
Asset value of US Government securities at beginning of year2023-12-31$2,574,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$986,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$27,604,894
Employer contributions (assets) at end of year2023-12-31$2,786,880
Employer contributions (assets) at beginning of year2023-12-31$2,576,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$19,234,600
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$3,163,737
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$2,416,677
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$1,564,288
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$2,804,512
Contract administrator fees2023-12-31$1,506,000
Liabilities. Value of benefit claims payable at end of year2023-12-31$3,081,000
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$3,793,000
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$1,647,214
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$1,806,670
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$7,308,516
Aggregate carrying amount (costs) on sale of assets2023-12-31$7,296,867
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BERRY & CO., CPA'S, LTD
Accountancy firm EIN2023-12-31880400174
2022 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-460,197
Total unrealized appreciation/depreciation of assets2022-12-31$-460,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,113,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,121,002
Total income from all sources (including contributions)2022-12-31$24,427,563
Total loss/gain on sale of assets2022-12-31$-412,972
Total of all expenses incurred2022-12-31$29,697,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,520,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,287,475
Value of total assets at end of year2022-12-31$32,178,091
Value of total assets at beginning of year2022-12-31$33,456,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,177,709
Total interest from all sources2022-12-31$277,919
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$494,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$494,782
Administrative expenses professional fees incurred2022-12-31$425,973
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$916,614
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$3,171,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,367,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$208,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$282,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$274,866
Other income not declared elsewhere2022-12-31$3,987,580
Administrative expenses (other) incurred2022-12-31$231,938
Liabilities. Value of operating payables at end of year2022-12-31$3,038,256
Liabilities. Value of operating payables at beginning of year2022-12-31$214,136
Total non interest bearing cash at beginning of year2022-12-31$1,218,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,270,275
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,064,772
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,335,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$3,966,829
Assets. partnership/joint venture interests at beginning of year2022-12-31$3,620,163
Investment advisory and management fees2022-12-31$83,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,582,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,134,397
Income. Interest from US Government securities2022-12-31$67,807
Income. Interest from corporate debt instruments2022-12-31$209,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$82,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$103,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$103,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$960
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,157,043
Asset value of US Government securities at end of year2022-12-31$2,574,873
Asset value of US Government securities at beginning of year2022-12-31$2,657,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,747,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$22,370,861
Employer contributions (assets) at end of year2022-12-31$2,576,529
Employer contributions (assets) at beginning of year2022-12-31$1,970,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,191,789
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$2,416,677
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$3,358,321
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,804,512
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$3,897,273
Contract administrator fees2022-12-31$1,436,500
Liabilities. Value of benefit claims payable at end of year2022-12-31$3,793,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,632,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$1,806,670
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$286,812
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,665,088
Aggregate carrying amount (costs) on sale of assets2022-12-31$6,078,060
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2022-12-31880400174
2021 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$158,335
Total unrealized appreciation/depreciation of assets2021-12-31$158,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,121,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,076,136
Total income from all sources (including contributions)2021-12-31$23,526,154
Total loss/gain on sale of assets2021-12-31$-154,182
Total of all expenses incurred2021-12-31$27,917,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$25,669,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,210,600
Value of total assets at end of year2021-12-31$33,456,049
Value of total assets at beginning of year2021-12-31$38,802,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,248,294
Total interest from all sources2021-12-31$284,206
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$392,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$392,803
Administrative expenses professional fees incurred2021-12-31$452,106
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$918,898
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$4,243,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$208,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$930,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$274,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$714,130
Other income not declared elsewhere2021-12-31$938,172
Administrative expenses (other) incurred2021-12-31$306,063
Liabilities. Value of operating payables at end of year2021-12-31$214,136
Liabilities. Value of operating payables at beginning of year2021-12-31$522,006
Total non interest bearing cash at end of year2021-12-31$1,218,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,391,222
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,335,047
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,726,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$3,620,163
Assets. partnership/joint venture interests at beginning of year2021-12-31$3,667,474
Investment advisory and management fees2021-12-31$95,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,134,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,845,373
Income. Interest from US Government securities2021-12-31$74,687
Income. Interest from corporate debt instruments2021-12-31$209,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$103,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$140,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$140,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$184
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$920,820
Asset value of US Government securities at end of year2021-12-31$2,657,300
Asset value of US Government securities at beginning of year2021-12-31$4,403,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$696,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$20,291,702
Employer contributions (assets) at end of year2021-12-31$1,970,986
Employer contributions (assets) at beginning of year2021-12-31$1,915,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,504,546
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$3,358,321
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$3,048,546
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$3,897,273
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$3,537,784
Contract administrator fees2021-12-31$1,394,500
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,632,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,840,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$286,812
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$313,339
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$6,750,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,904,182
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2021-12-31880400174
2020 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$259,697
Total unrealized appreciation/depreciation of assets2020-12-31$259,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,076,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,032,587
Total income from all sources (including contributions)2020-12-31$25,271,453
Total loss/gain on sale of assets2020-12-31$-1,554,627
Total of all expenses incurred2020-12-31$26,033,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,802,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,845,990
Value of total assets at end of year2020-12-31$38,802,405
Value of total assets at beginning of year2020-12-31$38,520,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,230,317
Total interest from all sources2020-12-31$322,303
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$432,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$432,509
Administrative expenses professional fees incurred2020-12-31$441,655
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$934,958
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,994,232
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$3,241,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$930,326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$150,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$714,130
Other income not declared elsewhere2020-12-31$1,290,862
Administrative expenses (other) incurred2020-12-31$343,473
Liabilities. Value of operating payables at end of year2020-12-31$522,006
Liabilities. Value of operating payables at beginning of year2020-12-31$667,587
Total non interest bearing cash at beginning of year2020-12-31$1,400,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-761,685
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,726,269
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,487,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$3,667,474
Assets. partnership/joint venture interests at beginning of year2020-12-31$3,625,167
Investment advisory and management fees2020-12-31$92,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,845,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,470,862
Income. Interest from US Government securities2020-12-31$123,556
Income. Interest from corporate debt instruments2020-12-31$197,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$140,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$436,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$436,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$904
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,904,157
Asset value of US Government securities at end of year2020-12-31$4,403,194
Asset value of US Government securities at beginning of year2020-12-31$5,514,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,674,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$21,911,032
Employer contributions (assets) at end of year2020-12-31$1,915,806
Employer contributions (assets) at beginning of year2020-12-31$2,107,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,657,593
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$3,048,546
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$4,480,827
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$3,537,784
Contract administrator fees2020-12-31$1,353,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,840,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,365,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$313,339
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$339,869
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$9,141,762
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,696,389
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY & CO., CPA'S
Accountancy firm EIN2020-12-31880400174
2019 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$181,380
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$181,380
Total unrealized appreciation/depreciation of assets2019-12-31$181,380
Total unrealized appreciation/depreciation of assets2019-12-31$181,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,032,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,032,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,732,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,732,061
Total income from all sources (including contributions)2019-12-31$26,188,905
Total loss/gain on sale of assets2019-12-31$966,767
Total loss/gain on sale of assets2019-12-31$966,767
Total of all expenses incurred2019-12-31$23,803,388
Total of all expenses incurred2019-12-31$23,803,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,585,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,585,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,101,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,101,711
Value of total assets at end of year2019-12-31$38,520,541
Value of total assets at end of year2019-12-31$38,520,541
Value of total assets at beginning of year2019-12-31$35,834,498
Value of total assets at beginning of year2019-12-31$35,834,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,218,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,218,061
Total interest from all sources2019-12-31$382,999
Total interest from all sources2019-12-31$382,999
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$458,993
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$458,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$458,993
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$458,993
Administrative expenses professional fees incurred2019-12-31$479,737
Administrative expenses professional fees incurred2019-12-31$479,737
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,500,000
Value of fidelity bond cover2019-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$875,014
Contributions received from participants2019-12-31$875,014
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,994,232
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,994,232
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,249,413
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,249,413
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$3,023,948
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$3,023,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$150,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$150,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$222,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$222,815
Other income not declared elsewhere2019-12-31$586,844
Other income not declared elsewhere2019-12-31$586,844
Administrative expenses (other) incurred2019-12-31$340,059
Administrative expenses (other) incurred2019-12-31$340,059
Liabilities. Value of operating payables at end of year2019-12-31$667,587
Liabilities. Value of operating payables at end of year2019-12-31$667,587
Liabilities. Value of operating payables at beginning of year2019-12-31$234,061
Liabilities. Value of operating payables at beginning of year2019-12-31$234,061
Total non interest bearing cash at end of year2019-12-31$1,400,930
Total non interest bearing cash at end of year2019-12-31$1,400,930
Total non interest bearing cash at beginning of year2019-12-31$590,724
Total non interest bearing cash at beginning of year2019-12-31$590,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,385,517
Value of net income/loss2019-12-31$2,385,517
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,487,954
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,487,954
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,102,437
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,102,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$3,625,167
Assets. partnership/joint venture interests at end of year2019-12-31$3,625,167
Assets. partnership/joint venture interests at beginning of year2019-12-31$3,523,475
Assets. partnership/joint venture interests at beginning of year2019-12-31$3,523,475
Investment advisory and management fees2019-12-31$83,265
Investment advisory and management fees2019-12-31$83,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,470,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,470,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,501,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,501,658
Income. Interest from US Government securities2019-12-31$171,275
Income. Interest from US Government securities2019-12-31$171,275
Income. Interest from corporate debt instruments2019-12-31$199,228
Income. Interest from corporate debt instruments2019-12-31$199,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$436,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$436,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,655,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,655,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,655,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,655,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,496
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,017,654
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,017,654
Asset value of US Government securities at end of year2019-12-31$5,514,571
Asset value of US Government securities at end of year2019-12-31$5,514,571
Asset value of US Government securities at beginning of year2019-12-31$4,428,558
Asset value of US Government securities at beginning of year2019-12-31$4,428,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,510,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,510,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$21,226,697
Contributions received in cash from employer2019-12-31$21,226,697
Employer contributions (assets) at end of year2019-12-31$2,107,086
Employer contributions (assets) at end of year2019-12-31$2,107,086
Employer contributions (assets) at beginning of year2019-12-31$2,300,491
Employer contributions (assets) at beginning of year2019-12-31$2,300,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,543,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,543,725
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$4,480,827
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$4,480,827
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$4,995,926
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$4,995,926
Contract administrator fees2019-12-31$1,315,000
Contract administrator fees2019-12-31$1,315,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,365,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,498,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,498,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$339,869
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$339,869
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$366,398
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$366,398
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$10,262,229
Aggregate proceeds on sale of assets2019-12-31$10,262,229
Aggregate carrying amount (costs) on sale of assets2019-12-31$9,295,462
Aggregate carrying amount (costs) on sale of assets2019-12-31$9,295,462
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BERRY & CO., CPA'S LTD
Accountancy firm name2019-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2019-12-31880400174
Accountancy firm EIN2019-12-31880400174
2018 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-123,974
Total unrealized appreciation/depreciation of assets2018-12-31$-123,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,732,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,102,904
Total income from all sources (including contributions)2018-12-31$20,324,522
Total loss/gain on sale of assets2018-12-31$-149,376
Total of all expenses incurred2018-12-31$19,930,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,886,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,773,558
Value of total assets at end of year2018-12-31$35,834,498
Value of total assets at beginning of year2018-12-31$34,811,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,044,196
Total interest from all sources2018-12-31$359,940
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$382,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$382,741
Administrative expenses professional fees incurred2018-12-31$432,305
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$917,567
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,249,413
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$3,432,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$222,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$454,159
Other income not declared elsewhere2018-12-31$569,276
Administrative expenses (other) incurred2018-12-31$270,954
Liabilities. Value of operating payables at end of year2018-12-31$234,061
Liabilities. Value of operating payables at beginning of year2018-12-31$197,904
Total non interest bearing cash at end of year2018-12-31$590,724
Total non interest bearing cash at beginning of year2018-12-31$1,186,791
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$393,604
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,102,437
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,708,833
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
Assets. partnership/joint venture interests at end of year2018-12-31$3,523,475
Assets. partnership/joint venture interests at beginning of year2018-12-31$3,315,629
Investment advisory and management fees2018-12-31$85,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,501,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,595,895
Income. Interest from US Government securities2018-12-31$147,574
Income. Interest from corporate debt instruments2018-12-31$203,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,655,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,584,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,584,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,218
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,704,987
Asset value of US Government securities at end of year2018-12-31$4,428,558
Asset value of US Government securities at beginning of year2018-12-31$4,224,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-487,643
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
Contributions received in cash from employer2018-12-31$18,855,991
Employer contributions (assets) at end of year2018-12-31$2,300,491
Employer contributions (assets) at beginning of year2018-12-31$1,710,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,749,508
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$4,995,926
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$5,346,170
Contract administrator fees2018-12-31$1,255,000
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,498,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,905,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$366,398
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$392,928
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$6,297,973
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,447,349
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 name2018-12-31BERRY & CO, CPA'S LTD
Accountancy firm EIN2018-12-31880400174
2017 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$95,975
Total unrealized appreciation/depreciation of assets2017-12-31$95,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,102,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,339,832
Total income from all sources (including contributions)2017-12-31$18,490,248
Total loss/gain on sale of assets2017-12-31$10,272
Total of all expenses incurred2017-12-31$17,903,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,861,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,677,898
Value of total assets at end of year2017-12-31$34,811,737
Value of total assets at beginning of year2017-12-31$34,461,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,042,288
Total interest from all sources2017-12-31$334,903
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$371,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$371,175
Administrative expenses professional fees incurred2017-12-31$405,621
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,028,747
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,849,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$454,159
Other income not declared elsewhere2017-12-31$1,271,724
Administrative expenses (other) incurred2017-12-31$350,932
Liabilities. Value of operating payables at end of year2017-12-31$197,904
Liabilities. Value of operating payables at beginning of year2017-12-31$199,832
Total non interest bearing cash at end of year2017-12-31$1,186,791
Total non interest bearing cash at beginning of year2017-12-31$1,075,685
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$586,938
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,708,833
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,121,895
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
Assets. partnership/joint venture interests at end of year2017-12-31$3,315,629
Investment advisory and management fees2017-12-31$85,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,595,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,513,264
Income. Interest from US Government securities2017-12-31$141,891
Income. Interest from corporate debt instruments2017-12-31$188,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,584,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,103,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,103,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,259
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$3,288,919
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,244,251
Asset value of US Government securities at end of year2017-12-31$4,224,605
Asset value of US Government securities at beginning of year2017-12-31$4,197,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$715,418
Net gain/loss from 103.12 investment entities2017-12-31$12,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$14,649,151
Employer contributions (assets) at end of year2017-12-31$1,710,670
Employer contributions (assets) at beginning of year2017-12-31$1,389,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,766,999
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$5,346,170
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,223,260
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$3,669,781
Contract administrator fees2017-12-31$1,200,000
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,905,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,140,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$392,928
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 appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$6,110,606
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,100,334
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2017-12-31880400174
2016 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-89,221
Total unrealized appreciation/depreciation of assets2016-12-31$-89,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,339,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,142,545
Total income from all sources (including contributions)2016-12-31$17,617,573
Total loss/gain on sale of assets2016-12-31$56,498
Total of all expenses incurred2016-12-31$16,736,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,733,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,578,651
Value of total assets at end of year2016-12-31$34,461,727
Value of total assets at beginning of year2016-12-31$32,383,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,003,696
Total interest from all sources2016-12-31$308,913
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$326,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$326,257
Assets. Real estate other than employer real property at beginning of year2016-12-31$26,084
Administrative expenses professional fees incurred2016-12-31$419,501
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,169,308
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,850,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,693,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$275,283
Other income not declared elsewhere2016-12-31$634,423
Administrative expenses (other) incurred2016-12-31$340,266
Liabilities. Value of operating payables at end of year2016-12-31$199,832
Liabilities. Value of operating payables at beginning of year2016-12-31$237,545
Total non interest bearing cash at end of year2016-12-31$1,075,685
Total non interest bearing cash at beginning of year2016-12-31$1,204,707
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$880,860
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,121,895
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,241,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$43,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,513,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,800,742
Income. Interest from US Government securities2016-12-31$113,872
Income. Interest from corporate debt instruments2016-12-31$194,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,103,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,733,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,733,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$287
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$3,288,919
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,277,013
Asset value of US Government securities at end of year2016-12-31$4,197,444
Asset value of US Government securities at beginning of year2016-12-31$2,935,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$763,440
Net gain/loss from 103.12 investment entities2016-12-31$38,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,409,343
Employer contributions (assets) at end of year2016-12-31$1,389,429
Employer contributions (assets) at beginning of year2016-12-31$1,104,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,762,257
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,223,260
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,487,769
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$3,669,781
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$3,965,162
Contract administrator fees2016-12-31$1,200,000
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,140,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$905,000
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$6,785,264
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,728,766
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 name2016-12-31BERRY & CO, CPA'S LTD
Accountancy firm EIN2016-12-31880400176
2015 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$48,762
Total unrealized appreciation/depreciation of assets2015-12-31$48,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,142,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,170,684
Total income from all sources (including contributions)2015-12-31$14,602,201
Total loss/gain on sale of assets2015-12-31$-29,541
Total of all expenses incurred2015-12-31$17,871,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,962,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,903,166
Value of total assets at end of year2015-12-31$32,383,580
Value of total assets at beginning of year2015-12-31$35,681,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,909,793
Total interest from all sources2015-12-31$284,867
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$463,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$463,434
Assets. Real estate other than employer real property at end of year2015-12-31$26,084
Administrative expenses professional fees incurred2015-12-31$385,739
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,493,056
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,850,307
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,635,926
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$2,414,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$275,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$869,028
Other income not declared elsewhere2015-12-31$551,223
Administrative expenses (other) incurred2015-12-31$288,189
Liabilities. Value of operating payables at end of year2015-12-31$237,545
Liabilities. Value of operating payables at beginning of year2015-12-31$233,676
Total non interest bearing cash at end of year2015-12-31$1,204,707
Total non interest bearing cash at beginning of year2015-12-31$1,628,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,269,749
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,241,035
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,510,784
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$39,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,800,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,420,452
Income. Interest from US Government securities2015-12-31$64,425
Income. Interest from corporate debt instruments2015-12-31$220,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,733,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,608,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,608,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$192
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$6,015,817
Asset value of US Government securities at end of year2015-12-31$2,935,850
Asset value of US Government securities at beginning of year2015-12-31$2,268,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,619,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$13,410,110
Employer contributions (assets) at end of year2015-12-31$1,104,600
Employer contributions (assets) at beginning of year2015-12-31$1,272,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,532,098
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,487,769
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$1,270,450
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$3,965,162
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$4,707,419
Contract administrator fees2015-12-31$1,196,000
Liabilities. Value of benefit claims payable at end of year2015-12-31$905,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$937,008
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,827,542
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,857,083
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 name2015-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2015-12-31880400174
2014 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$301,106
Total unrealized appreciation/depreciation of assets2014-12-31$301,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,170,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,850,639
Total income from all sources (including contributions)2014-12-31$17,607,028
Total loss/gain on sale of assets2014-12-31$-23,249
Total of all expenses incurred2014-12-31$15,980,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,775,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,709,689
Value of total assets at end of year2014-12-31$35,681,468
Value of total assets at beginning of year2014-12-31$34,735,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,205,816
Total interest from all sources2014-12-31$219,913
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$836,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$836,896
Administrative expenses professional fees incurred2014-12-31$730,754
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,500,000
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$1,602,978
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,635,926
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,164,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$869,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$9,514,144
Other income not declared elsewhere2014-12-31$1,275,899
Administrative expenses (other) incurred2014-12-31$295,491
Liabilities. Value of operating payables at end of year2014-12-31$233,676
Liabilities. Value of operating payables at beginning of year2014-12-31$95,939
Total non interest bearing cash at end of year2014-12-31$1,628,284
Total non interest bearing cash at beginning of year2014-12-31$1,741,990
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$1,626,106
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,510,784
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,884,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$31,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,420,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,533,677
Income. Interest from US Government securities2014-12-31$67,105
Income. Interest from corporate debt instruments2014-12-31$152,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,608,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,826,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,826,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$296
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$5,407,096
Asset value of US Government securities at end of year2014-12-31$2,268,894
Asset value of US Government securities at beginning of year2014-12-31$10,688,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-713,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$14,106,711
Employer contributions (assets) at end of year2014-12-31$1,272,847
Employer contributions (assets) at beginning of year2014-12-31$1,198,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,203,565
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$1,270,450
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$186,748
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$4,707,419
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$45,162
Contract administrator fees2014-12-31$1,148,000
Liabilities. Value of benefit claims payable at end of year2014-12-31$937,008
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,754,700
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$18,289,770
Aggregate carrying amount (costs) on sale of assets2014-12-31$18,313,019
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2014-12-31880400174
2013 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-392,055
Total unrealized appreciation/depreciation of assets2013-12-31$-392,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,850,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,562,054
Total income from all sources (including contributions)2013-12-31$17,518,124
Total loss/gain on sale of assets2013-12-31$364,628
Total of all expenses incurred2013-12-31$15,589,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,223,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,797,674
Value of total assets at end of year2013-12-31$34,735,317
Value of total assets at beginning of year2013-12-31$32,517,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,365,534
Total interest from all sources2013-12-31$136,546
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$222,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$222,077
Administrative expenses professional fees incurred2013-12-31$927,164
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$1,734,167
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,383,568
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,951,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$9,514,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$438,600
Other income not declared elsewhere2013-12-31$714,854
Administrative expenses (other) incurred2013-12-31$265,308
Liabilities. Value of operating payables at end of year2013-12-31$95,939
Liabilities. Value of operating payables at beginning of year2013-12-31$458,356
Total non interest bearing cash at end of year2013-12-31$1,741,990
Total non interest bearing cash at beginning of year2013-12-31$4,178,910
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$1,928,949
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,884,678
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,955,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$69,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,533,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,071,598
Income. Interest from US Government securities2013-12-31$124,869
Income. Interest from corporate debt instruments2013-12-31$11,442
Value of interest in common/collective trusts at beginning of year2013-12-31$3,868,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,826,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,629,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,629,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$235
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$5,592,824
Asset value of US Government securities at end of year2013-12-31$10,688,966
Asset value of US Government securities at beginning of year2013-12-31$8,339,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-347,921
Net investment gain or loss from common/collective trusts2013-12-31$22,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$15,063,507
Employer contributions (assets) at end of year2013-12-31$1,198,436
Employer contributions (assets) at beginning of year2013-12-31$1,659,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,679,489
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$186,748
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$207,169
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$45,162
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$178,692
Contract administrator fees2013-12-31$1,104,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,754,700
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$665,098
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$15,550,357
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,185,729
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 name2013-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2013-12-31880400174
2012 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$40,488
Total unrealized appreciation/depreciation of assets2012-12-31$40,488
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,562,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,101,522
Total income from all sources (including contributions)2012-12-31$21,354,031
Total loss/gain on sale of assets2012-12-31$-23,993
Total of all expenses incurred2012-12-31$13,956,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,844,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,011,553
Value of total assets at end of year2012-12-31$32,517,783
Value of total assets at beginning of year2012-12-31$25,660,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,112,521
Total interest from all sources2012-12-31$148,729
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$189,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$189,184
Administrative expenses professional fees incurred2012-12-31$628,257
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,935,274
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,383,568
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,037,712
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,924,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$360,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$438,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$717,050
Other income not declared elsewhere2012-12-31$737,480
Administrative expenses (other) incurred2012-12-31$310,207
Liabilities. Value of operating payables at end of year2012-12-31$458,356
Liabilities. Value of operating payables at beginning of year2012-12-31$252,645
Total non interest bearing cash at end of year2012-12-31$4,178,910
Total non interest bearing cash at beginning of year2012-12-31$3,701,865
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$7,397,065
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,955,729
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,558,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$70,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,071,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,818,052
Income. Interest from US Government securities2012-12-31$105,068
Income. Interest from corporate debt instruments2012-12-31$43,366
Value of interest in common/collective trusts at end of year2012-12-31$3,868,000
Value of interest in common/collective trusts at beginning of year2012-12-31$4,370,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,629,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,999,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,999,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$295
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,779,452
Asset value of US Government securities at end of year2012-12-31$8,339,909
Asset value of US Government securities at beginning of year2012-12-31$2,729,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$253,548
Net investment gain or loss from common/collective trusts2012-12-31$-2,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$18,076,279
Employer contributions (assets) at end of year2012-12-31$1,659,982
Employer contributions (assets) at beginning of year2012-12-31$1,683,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,140,455
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$207,169
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$1,515,917
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$178,692
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$381,498
Contract administrator fees2012-12-31$1,104,000
Liabilities. Value of benefit claims payable at end of year2012-12-31$665,098
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,131,827
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$61,216
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$10,850,116
Aggregate carrying amount (costs) on sale of assets2012-12-31$10,874,109
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2012-12-31880400174
2011 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,972,421
Total unrealized appreciation/depreciation of assets2011-12-31$-2,972,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,101,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,535,355
Total income from all sources (including contributions)2011-12-31$21,043,877
Total loss/gain on sale of assets2011-12-31$3,364,631
Total of all expenses incurred2011-12-31$17,892,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,397,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,605,800
Value of total assets at end of year2011-12-31$25,660,186
Value of total assets at beginning of year2011-12-31$24,942,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,494,956
Total interest from all sources2011-12-31$168,270
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$217,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$217,765
Administrative expenses professional fees incurred2011-12-31$1,026,779
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,347,230
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,037,712
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$701,613
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$624,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$360,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,388,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$717,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$743,276
Other income not declared elsewhere2011-12-31$600,917
Administrative expenses (other) incurred2011-12-31$301,547
Liabilities. Value of operating payables at end of year2011-12-31$252,645
Liabilities. Value of operating payables at beginning of year2011-12-31$249,867
Total non interest bearing cash at end of year2011-12-31$3,701,865
Total non interest bearing cash at beginning of year2011-12-31$3,156,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,151,076
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,558,664
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,407,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$62,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,818,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,350,342
Income. Interest from US Government securities2011-12-31$41,454
Income. Interest from corporate debt instruments2011-12-31$126,504
Value of interest in common/collective trusts at end of year2011-12-31$4,370,958
Value of interest in common/collective trusts at beginning of year2011-12-31$4,296,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,999,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,055,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,055,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$312
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$5,417,024
Asset value of US Government securities at end of year2011-12-31$2,729,756
Asset value of US Government securities at beginning of year2011-12-31$2,817,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-80,347
Net investment gain or loss from common/collective trusts2011-12-31$139,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,258,570
Employer contributions (assets) at end of year2011-12-31$1,683,695
Employer contributions (assets) at beginning of year2011-12-31$1,559,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,356,272
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$1,515,917
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$2,530,116
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$381,498
Contract administrator fees2011-12-31$1,104,000
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,131,827
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,542,212
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$61,216
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$87,143
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$11,082,384
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,717,753
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2011-12-31880400174
2010 : CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-34,270
Total unrealized appreciation/depreciation of assets2010-12-31$-34,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,535,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,670,796
Total income from all sources (including contributions)2010-12-31$24,590,952
Total loss/gain on sale of assets2010-12-31$321,788
Total of all expenses incurred2010-12-31$38,944,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$36,386,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,858,353
Value of total assets at end of year2010-12-31$24,942,943
Value of total assets at beginning of year2010-12-31$44,432,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,558,189
Total interest from all sources2010-12-31$312,803
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$198,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$198,971
Administrative expenses professional fees incurred2010-12-31$1,039,216
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,187,896
Assets. Other investments not covered elsewhere at end of year2010-12-31$701,613
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5,176,071
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$856,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,388,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$104,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$743,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,296,940
Other income not declared elsewhere2010-12-31$1,657,799
Administrative expenses (other) incurred2010-12-31$329,712
Liabilities. Value of operating payables at end of year2010-12-31$249,867
Liabilities. Value of operating payables at beginning of year2010-12-31$407,856
Total non interest bearing cash at end of year2010-12-31$3,156,654
Total non interest bearing cash at beginning of year2010-12-31$91,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-14,354,019
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,407,588
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,761,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$88,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,350,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,629,130
Income. Interest from US Government securities2010-12-31$129,112
Income. Interest from corporate debt instruments2010-12-31$183,324
Value of interest in common/collective trusts at end of year2010-12-31$4,296,461
Value of interest in common/collective trusts at beginning of year2010-12-31$5,694,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,055,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,853,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,853,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$367
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$7,581,118
Asset value of US Government securities at end of year2010-12-31$2,817,227
Asset value of US Government securities at beginning of year2010-12-31$7,793,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$121,220
Net investment gain or loss from common/collective trusts2010-12-31$154,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$19,670,457
Employer contributions (assets) at end of year2010-12-31$1,559,639
Employer contributions (assets) at beginning of year2010-12-31$2,586,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,948,915
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$2,530,116
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$5,354,937
Contract administrator fees2010-12-31$1,101,254
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,542,212
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,966,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$87,143
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$147,465
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$24,410,504
Aggregate carrying amount (costs) on sale of assets2010-12-31$24,088,716
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 name2010-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2010-12-31880400174

Form 5500 Responses for CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN

2023: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedYes
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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONSTRUCTION INDUSTRY AND LABORERS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG3186, C4459
Policy instance 3
Insurance contract or identification numberG3186, C4459
Number of Individuals Covered2215
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 providedAD&D
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 $456,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 2
Number of Individuals Covered423
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $166,172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTH AMERICAN SPECIALTY INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 29874 )
Policy contract numberESL1500035 00
Policy instance 1
Insurance contract or identification numberESL1500035 00
Number of Individuals Covered2197
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $1,373,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberXJ3
Policy instance 4
Insurance contract or identification numberXJ3
Number of Individuals Covered6539
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $363,117
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 2
Number of Individuals Covered408
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
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 $165,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTH AMERICAN SPECIALTY INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 29874 )
Policy contract numberESL1500035 00
Policy instance 1
Insurance contract or identification numberESL1500035 00
Number of Individuals Covered1941
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $1,195,938
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: 69744 )
Policy contract numberG3186, C4459
Policy instance 3
Insurance contract or identification numberG3186, C4459
Number of Individuals Covered1990
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 providedAD&D
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 $421,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3 001, 002
Policy instance 4
Insurance contract or identification numberXJ3 001, 002
Number of Individuals Covered6013
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $325,085
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: 69744 )
Policy contract numberG3186
Policy instance 2
Insurance contract or identification numberG3186
Number of Individuals Covered2050
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
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 $235,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 3
Number of Individuals Covered1541
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
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 $189,605
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: 69744 )
Policy contract numberC4459
Policy instance 4
Insurance contract or identification numberC4459
Number of Individuals Covered1840
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
Other welfare benefits providedAD&D
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 $211,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWES0002801
Policy instance 5
Insurance contract or identification numberNWES0002801
Number of Individuals Covered1877
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $1,155,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3 001, 002
Policy instance 1
Insurance contract or identification numberXJ3 001, 002
Number of Individuals Covered5994
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $332,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3 001, 002
Policy instance 1
Insurance contract or identification numberXJ3 001, 002
Number of Individuals Covered6411
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $260,780
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: 69744 )
Policy contract numberC4459
Policy instance 4
Insurance contract or identification numberC4459
Number of Individuals Covered1968
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
Other welfare benefits providedAD&D
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 $45,974
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: 69744 )
Policy contract numberG3186
Policy instance 2
Insurance contract or identification numberG3186
Number of Individuals Covered2206
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
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 $422,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 3
Number of Individuals Covered1622
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
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 $209,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWES0002801
Policy instance 5
Insurance contract or identification numberNWES0002801
Number of Individuals Covered2082
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $1,071,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRIMECARE ADMINISTATORS (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract numberNONE
Policy instance 3
Insurance contract or identification numberNONE
Number of Individuals Covered5167
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
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 $62,970
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: 69744 )
Policy contract numberG3186/C4459
Policy instance 2
Insurance contract or identification numberG3186/C4459
Number of Individuals Covered2040
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Are there contracts with allocated funds for individual policies?0
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 providedAD&D
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 $430,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberXJ3 001, 002
Policy instance 1
Insurance contract or identification numberXJ3 001, 002
Number of Individuals Covered6426
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $241,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3 001, 002
Policy instance 1
Insurance contract or identification numberXJ3 001, 002
Number of Individuals Covered5933
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $212,465
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: 69744 )
Policy contract numberG3186/C4459
Policy instance 2
Insurance contract or identification numberG3186/C4459
Number of Individuals Covered1813
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 providedAD&D
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 $388,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN ALTERNATIVE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 19720 )
Policy contract numberPF00326207
Policy instance 3
Insurance contract or identification numberPF00326207
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $782,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PRIMECARE ADMINISTATORS (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 4
Number of Individuals Covered4523
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
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 $52,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRIMECARE ADMINISTATORS (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 4
Number of Individuals Covered4228
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
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 $45,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN ALTERNATIVE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 19720 )
Policy contract numberPF00326207
Policy instance 3
Insurance contract or identification numberPF00326207
Number of Individuals Covered1528
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $646,793
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: 69744 )
Policy contract numberG3186/C4459
Policy instance 2
Insurance contract or identification numberG3186/C4459
Number of Individuals Covered3051
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 providedAD&D
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 $317,307
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3 001, 002
Policy instance 1
Insurance contract or identification numberXJ3 001, 002
Number of Individuals Covered5328
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $196,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN ALTERNATIVE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 19720 )
Policy contract numberPF00326207
Policy instance 4
Insurance contract or identification numberPF00326207
Number of Individuals Covered1528
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $646,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3 001, 002
Policy instance 3
Insurance contract or identification numberXJ3 001, 002
Number of Individuals Covered5328
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 $196,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRIMECARE ADMINISTATORS (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 2
Number of Individuals Covered4228
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
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 $45,710
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: 69744 )
Policy contract numberG3186/C4459
Policy instance 1
Insurance contract or identification numberG3186/C4459
Number of Individuals Covered3051
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 providedAD&D
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 $317,307
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10001491
Policy instance 1
Insurance contract or identification number10001491
Number of Individuals Covered2046
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
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 $4,923,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712008
Policy instance 2
Insurance contract or identification number712008
Number of Individuals Covered1739
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
Dental Insurance Welfare BenefitYes
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 $344,687
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: 69744 )
Policy contract numberG3186/C4459
Policy instance 3
Insurance contract or identification numberG3186/C4459
Number of Individuals Covered1624
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
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 $188,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3 001/002
Policy instance 4
Insurance contract or identification numberXJ3 001/002
Number of Individuals Covered4984
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $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 $180,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberPF00326207
Policy instance 5
Insurance contract or identification numberPF00326207
Number of Individuals Covered818
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $348,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberPF00326206
Policy instance 5
Insurance contract or identification numberPF00326206
Number of Individuals Covered800
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $295,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10001491
Policy instance 1
Insurance contract or identification number10001491
Number of Individuals Covered875
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
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 $4,601,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712008
Policy instance 2
Insurance contract or identification number712008
Number of Individuals Covered1914
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
Dental Insurance Welfare BenefitYes
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 $319,196
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: 69744 )
Policy contract numberG3186/C4459
Policy instance 3
Insurance contract or identification numberG3186/C4459
Number of Individuals Covered1676
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $0
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 $158,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3
Policy instance 4
Insurance contract or identification numberXJ3
Number of Individuals Covered4088
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $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 $172,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameHM LIFE INSURANCE CO.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberPF00326204
Policy instance 5
Insurance contract or identification numberPF00326204
Number of Individuals Covered796
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 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 $297,610
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: 69744 )
Policy contract numberG3186/C4459
Policy instance 3
Insurance contract or identification numberG3186/C4459
Number of Individuals Covered1668
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $0
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 $171,927
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712008
Policy instance 2
Insurance contract or identification number712008
Number of Individuals Covered1777
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
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 $264,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10001491
Policy instance 1
Insurance contract or identification number10001491
Number of Individuals Covered641
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
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 $4,589,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3
Policy instance 4
Insurance contract or identification numberXJ3
Number of Individuals Covered4225
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $6,060
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 $134,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameHM LIFE INSURANCE COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG3186C4459
Policy instance 5
Insurance contract or identification numberG3186C4459
Number of Individuals Covered1791
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $186,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUNICH REINSURANCE AMERICA INC (National Association of Insurance Commissioners NAIC id number: 10227 )
Policy contract numberPF00326203
Policy instance 4
Insurance contract or identification numberPF00326203
Number of Individuals Covered825
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $270,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0712008
Policy instance 3
Insurance contract or identification number0712008
Number of Individuals Covered623
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $286,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXJ3
Policy instance 2
Insurance contract or identification numberXJ3
Number of Individuals Covered4264
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10001491
Policy instance 1
Insurance contract or identification number10001491
Number of Individuals Covered2319
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,044,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10001491
Policy instance 1
Insurance contract or identification number10001491
Number of Individuals Covered736
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,243,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUNICH REINSURANCE AMERICA INC (National Association of Insurance Commissioners NAIC id number: 10227 )
Policy contract number
Policy instance 5
Number of Individuals Covered842
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $349,467
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712008
Policy instance 4
Insurance contract or identification number712008
Number of Individuals Covered632
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $414,286
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: 69744 )
Policy contract numberG3186
Policy instance 3
Insurance contract or identification numberG3186
Number of Individuals Covered1548
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $203,730
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: 53031 )
Policy contract number12237624
Policy instance 2
Insurance contract or identification number12237624
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712008
Policy instance 4
Insurance contract or identification number712008
Number of Individuals Covered3433
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $677,522
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: 69744 )
Policy contract numberG3186/C4459
Policy instance 3
Insurance contract or identification numberG3186/C4459
Number of Individuals Covered2915
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $340,869
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: 53031 )
Policy contract number12237624
Policy instance 2
Insurance contract or identification number12237624
Number of Individuals Covered541
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $376,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10001491
Policy instance 1
Insurance contract or identification number10001491
Number of Individuals Covered2717
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,011,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberPF00326201
Policy instance 5
Insurance contract or identification numberPF00326201
Number of Individuals Covered2223
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Welfare Benefit Premiums Paid to CarrierUSD $513,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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