401k Plan data: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN plan

U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN
Plan identification number	505

U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision

401k Sponsoring company profile

BOARD OF TRUSTEES U.A. LOCAL NO. 355 HEALTH AND WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES U.A. LOCAL NO. 355 HEALTH AND WELFARE TRUST FUND

Employer identification number (EIN): 943254224

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
505 2021-07-01 FELIPE HERNANDEZ 2023-04-10 SCOTT STRAWBRIDGE 2023-04-09
505 2020-07-01
505 2019-07-01
505 2018-07-01
505 2017-07-01
505 2016-07-01 MIGUEL INIGUEZ LINDA ROSSMAN 2018-02-21
505 2015-07-01 MIGUEL INIGUEZ LINDA ROSSMAN 2017-02-13
505 2014-07-01 MIGUEL INIGUEZ LINDA ROSSMAN 2016-03-18
505 2013-07-01 MIGUEL INIGUEZ LINDA ROSSMAN 2015-02-18
505 2012-07-01 MIGUEL INIGUEZ LINDA ROSSMAN 2014-01-28
505 2011-07-01 MIGUEL INIGUEZ LINDA ROSSMAN 2013-03-01
505 2010-07-01 DENNIS SOARES LINDA ROSSMAN 2012-02-23
505 2009-07-01 DENNIS SOARES LINDA ROSSMAN 2011-04-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
505	2021-07-01	FELIPE HERNANDEZ	2023-04-10	SCOTT STRAWBRIDGE	2023-04-09
505	2020-07-01
505	2019-07-01
505	2018-07-01
505	2017-07-01
505	2016-07-01	MIGUEL INIGUEZ		LINDA ROSSMAN	2018-02-21
505	2015-07-01	MIGUEL INIGUEZ		LINDA ROSSMAN	2017-02-13
505	2014-07-01	MIGUEL INIGUEZ		LINDA ROSSMAN	2016-03-18
505	2013-07-01	MIGUEL INIGUEZ		LINDA ROSSMAN	2015-02-18
505	2012-07-01	MIGUEL INIGUEZ		LINDA ROSSMAN	2014-01-28
505	2011-07-01	MIGUEL INIGUEZ		LINDA ROSSMAN	2013-03-01
505	2010-07-01	DENNIS SOARES		LINDA ROSSMAN	2012-02-23
505	2009-07-01	DENNIS SOARES		LINDA ROSSMAN	2011-04-08

Plan Statistics for U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN

Measure Date Value
2021: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 119
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 108
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 108
Number of employers contributing to the scheme 2021-07-01 32
2020: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 176
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 119
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 119
Number of employers contributing to the scheme 2020-07-01 33
2019: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 167
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 176
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 176
Number of employers contributing to the scheme 2019-07-01 34
2018: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 197
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 167
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 167
Number of employers contributing to the scheme 2018-07-01 30
2017: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 213
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 200
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 200
Number of employers contributing to the scheme 2017-07-01 40
2016: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 251
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 213
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 213
Number of employers contributing to the scheme 2016-07-01 40
2015: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 257
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 251
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 251
Number of employers contributing to the scheme 2015-07-01 50
2014: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 256
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 256
Number of employers contributing to the scheme 2014-07-01 47
2013: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 238
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 254
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 254
Number of employers contributing to the scheme 2013-07-01 47
2012: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 231
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 230
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 230
Number of employers contributing to the scheme 2012-07-01 48
2011: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 222
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 202
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 202
Number of employers contributing to the scheme 2011-07-01 45
2010: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 272
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 217
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 217
Number of employers contributing to the scheme 2010-07-01 45
2009: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 332
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 274
Number of retired or separated participants receiving benefits 2009-07-01 4
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 278
Number of employers contributing to the scheme 2009-07-01 31

Measure	Date	Value
2021: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	119
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	108
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	108
Number of employers contributing to the scheme	2021-07-01	32
2020: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	176
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	119
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	119
Number of employers contributing to the scheme	2020-07-01	33
2019: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	167
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	176
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	176
Number of employers contributing to the scheme	2019-07-01	34
2018: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	197
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	167
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	167
Number of employers contributing to the scheme	2018-07-01	30
2017: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	213
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	200
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	200
Number of employers contributing to the scheme	2017-07-01	40
2016: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	251
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	213
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	213
Number of employers contributing to the scheme	2016-07-01	40
2015: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	257
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	251
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	251
Number of employers contributing to the scheme	2015-07-01	50
2014: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	256
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	256
Number of employers contributing to the scheme	2014-07-01	47
2013: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	238
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	254
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	254
Number of employers contributing to the scheme	2013-07-01	47
2012: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	231
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	230
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	230
Number of employers contributing to the scheme	2012-07-01	48
2011: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	222
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	202
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	202
Number of employers contributing to the scheme	2011-07-01	45
2010: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	272
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	217
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	217
Number of employers contributing to the scheme	2010-07-01	45
2009: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	332
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	274
Number of retired or separated participants receiving benefits	2009-07-01	4
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	278
Number of employers contributing to the scheme	2009-07-01	31

Financial Data on U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN

Measure	Date	Value
2022 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$217,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$343,415
Total income from all sources (including contributions)	2022-06-30	$2,007,061
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$2,264,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,781,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,733,193
Value of total assets at end of year	2022-06-30	$9,118,064
Value of total assets at beginning of year	2022-06-30	$9,501,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$482,877
Total interest from all sources	2022-06-30	$161
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$298,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$298,253
Administrative expenses professional fees incurred	2022-06-30	$158,577
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$600,000
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$13,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$84,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$115,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$124,456
Other income not declared elsewhere	2022-06-30	$10
Administrative expenses (other) incurred	2022-06-30	$34,564
Liabilities. Value of operating payables at end of year	2022-06-30	$39,499
Liabilities. Value of operating payables at beginning of year	2022-06-30	$38,759
Total non interest bearing cash at end of year	2022-06-30	$916,482
Total non interest bearing cash at beginning of year	2022-06-30	$1,097,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-257,240
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$8,900,404
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,157,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$63,738
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$7,831,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$8,047,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$103,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$102,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$102,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$161
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$1,106,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,024,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$2,733,193
Employer contributions (assets) at end of year	2022-06-30	$254,085
Employer contributions (assets) at beginning of year	2022-06-30	$169,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$675,271
Contract administrator fees	2022-06-30	$225,998
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$62,478
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$180,200
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-06-30	222027092
2021 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$343,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$326,300
Total income from all sources (including contributions)	2021-06-30	$3,849,173
Total of all expenses incurred	2021-06-30	$2,635,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,217,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,194,741
Value of total assets at end of year	2021-06-30	$9,501,059
Value of total assets at beginning of year	2021-06-30	$8,269,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$417,725
Total interest from all sources	2021-06-30	$217
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$128,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$128,157
Administrative expenses professional fees incurred	2021-06-30	$141,595
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$600,000
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$84,021
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$4,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$124,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$131,230
Other income not declared elsewhere	2021-06-30	$116,266
Administrative expenses (other) incurred	2021-06-30	$49,415
Liabilities. Value of operating payables at end of year	2021-06-30	$38,759
Liabilities. Value of operating payables at beginning of year	2021-06-30	$35,558
Total non interest bearing cash at end of year	2021-06-30	$1,097,207
Total non interest bearing cash at beginning of year	2021-06-30	$3,655,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,214,105
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,157,644
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$7,943,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$46
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$8,047,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$4,206,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$102,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$102,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$102,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$217
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$1,284,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$409,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$3,194,741
Employer contributions (assets) at end of year	2021-06-30	$169,173
Employer contributions (assets) at beginning of year	2021-06-30	$301,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$932,573
Contract administrator fees	2021-06-30	$226,669
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$180,200
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$159,512
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2021-06-30	222027092
2020 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$492,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$764,356
Total income from all sources (including contributions)	2020-06-30	$3,683,707
Total of all expenses incurred	2020-06-30	$2,733,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,301,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$3,678,326
Value of total assets at end of year	2020-06-30	$8,269,839
Value of total assets at beginning of year	2020-06-30	$7,591,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$431,721
Total interest from all sources	2020-06-30	$176
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$136,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$136,432
Administrative expenses professional fees incurred	2020-06-30	$151,473
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$600,000
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$4,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$2,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$131,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$178,303
Other income not declared elsewhere	2020-06-30	$36,802
Administrative expenses (other) incurred	2020-06-30	$39,789
Liabilities. Value of operating payables at end of year	2020-06-30	$35,558
Liabilities. Value of operating payables at beginning of year	2020-06-30	$57,350
Total non interest bearing cash at end of year	2020-06-30	$3,655,159
Total non interest bearing cash at beginning of year	2020-06-30	$2,945,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$950,599
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$7,777,632
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$6,827,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$12,668
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$4,206,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$4,240,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$102,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$102,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$102,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$176
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$1,518,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-168,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$3,678,326
Employer contributions (assets) at end of year	2020-06-30	$301,251
Employer contributions (assets) at beginning of year	2020-06-30	$300,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$783,152
Contract administrator fees	2020-06-30	$227,791
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$325,419
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$528,703
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	LINDQUIST LLP
Accountancy firm EIN	2020-06-30	522385296
2019 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$-22,319
Total unrealized appreciation/depreciation of assets	2019-06-30	$-22,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$764,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$741,141
Total income from all sources (including contributions)	2019-06-30	$4,078,461
Total of all expenses incurred	2019-06-30	$3,150,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,791,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$3,831,115
Value of total assets at end of year	2019-06-30	$7,591,389
Value of total assets at beginning of year	2019-06-30	$6,640,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$359,227
Total interest from all sources	2019-06-30	$724
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$77,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$77,043
Administrative expenses professional fees incurred	2019-06-30	$85,028
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$600,000
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$2,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$23,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$178,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$224,995
Other income not declared elsewhere	2019-06-30	$43,715
Administrative expenses (other) incurred	2019-06-30	$34,698
Liabilities. Value of operating payables at end of year	2019-06-30	$57,350
Liabilities. Value of operating payables at beginning of year	2019-06-30	$46,444
Total non interest bearing cash at end of year	2019-06-30	$2,878,243
Total non interest bearing cash at beginning of year	2019-06-30	$3,089,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$927,879
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,827,033
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,899,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$13,150
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$4,240,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$3,038,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$102,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$102,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$102,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$724
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$1,531,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$148,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$3,831,115
Employer contributions (assets) at end of year	2019-06-30	$367,636
Employer contributions (assets) at beginning of year	2019-06-30	$386,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,260,067
Contract administrator fees	2019-06-30	$226,351
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$528,703
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$469,702
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	LINDQUIST LLP
Accountancy firm EIN	2019-06-30	522385296
2018 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$741,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$1,259,385
Total income from all sources (including contributions)	2018-06-30	$4,472,039
Total of all expenses incurred	2018-06-30	$3,128,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,730,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$3,909,109
Value of total assets at end of year	2018-06-30	$6,640,295
Value of total assets at beginning of year	2018-06-30	$5,815,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$397,800
Total interest from all sources	2018-06-30	$70
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$78,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$78,881
Administrative expenses professional fees incurred	2018-06-30	$99,472
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$600,000
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$23,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$487,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$224,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$714,465
Other income not declared elsewhere	2018-06-30	$415,760
Administrative expenses (other) incurred	2018-06-30	$48,627
Liabilities. Value of operating payables at end of year	2018-06-30	$46,444
Liabilities. Value of operating payables at beginning of year	2018-06-30	$18,929
Total non interest bearing cash at end of year	2018-06-30	$3,089,592
Total non interest bearing cash at beginning of year	2018-06-30	$1,991,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,343,398
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,899,154
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,555,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$9,906
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$3,038,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,892,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$102,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$102,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$102,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$70
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$1,612,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$68,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$3,909,109
Employer contributions (assets) at end of year	2018-06-30	$386,315
Employer contributions (assets) at beginning of year	2018-06-30	$341,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,117,931
Contract administrator fees	2018-06-30	$239,795
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$469,702
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$525,991
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	LINDQUIST LLP
Accountancy firm EIN	2018-06-30	522385296
2017 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$1,259,385
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$543,325
Total income from all sources (including contributions)	2017-06-30	$5,143,862
Total of all expenses incurred	2017-06-30	$4,297,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$3,894,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$3,874,691
Value of total assets at end of year	2017-06-30	$5,815,141
Value of total assets at beginning of year	2017-06-30	$4,252,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$402,835
Total interest from all sources	2017-06-30	$102
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$53,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$53,320
Administrative expenses professional fees incurred	2017-06-30	$101,644
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$600,000
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$988
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$487,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$213,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$714,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$267,715
Other income not declared elsewhere	2017-06-30	$1,073,290
Administrative expenses (other) incurred	2017-06-30	$52,550
Liabilities. Value of operating payables at end of year	2017-06-30	$18,929
Liabilities. Value of operating payables at beginning of year	2017-06-30	$23,010
Total non interest bearing cash at end of year	2017-06-30	$1,991,028
Total non interest bearing cash at beginning of year	2017-06-30	$909,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$846,415
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,555,756
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,709,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$3,655
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,892,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,697,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$102,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$102,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$102,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$102
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$1,428,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$142,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$3,873,703
Employer contributions (assets) at end of year	2017-06-30	$341,433
Employer contributions (assets) at beginning of year	2017-06-30	$329,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,466,095
Contract administrator fees	2017-06-30	$244,986
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$525,991
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$252,600
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	LINDQUIST LLP
Accountancy firm EIN	2017-06-30	522385296
2016 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$543,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$555,453
Total income from all sources (including contributions)	2016-06-30	$3,369,387
Total of all expenses incurred	2016-06-30	$3,470,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$3,001,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$3,098,145
Value of total assets at end of year	2016-06-30	$4,252,666
Value of total assets at beginning of year	2016-06-30	$4,366,019
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$468,922
Total interest from all sources	2016-06-30	$1,403
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$117,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$117,132
Administrative expenses professional fees incurred	2016-06-30	$140,740
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$600,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$436
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$213,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$31,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$267,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$226,268
Other income not declared elsewhere	2016-06-30	$289,799
Administrative expenses (other) incurred	2016-06-30	$65,140
Liabilities. Value of operating payables at end of year	2016-06-30	$23,010
Liabilities. Value of operating payables at beginning of year	2016-06-30	$21,585
Total non interest bearing cash at end of year	2016-06-30	$909,761
Total non interest bearing cash at beginning of year	2016-06-30	$397,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-101,225
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,709,341
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,810,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$11,389
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,697,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,566,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$102,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$102,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$102,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$1,403
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$1,404,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-137,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$3,097,709
Employer contributions (assets) at end of year	2016-06-30	$329,729
Employer contributions (assets) at beginning of year	2016-06-30	$267,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,597,247
Contract administrator fees	2016-06-30	$251,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$252,600
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$307,600
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	LINDQUIST LLP
Accountancy firm EIN	2016-06-30	522385296
2015 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$555,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$437,096
Total income from all sources (including contributions)	2015-06-30	$2,797,563
Total of all expenses incurred	2015-06-30	$3,235,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,783,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$2,757,564
Value of total assets at end of year	2015-06-30	$4,366,019
Value of total assets at beginning of year	2015-06-30	$4,685,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$451,799
Total interest from all sources	2015-06-30	$-101
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$135,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$135,328
Administrative expenses professional fees incurred	2015-06-30	$150,292
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$600,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$5,902
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$31,909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$8,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$226,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$281,526
Other income not declared elsewhere	2015-06-30	$16,659
Administrative expenses (other) incurred	2015-06-30	$43,491
Liabilities. Value of operating payables at end of year	2015-06-30	$21,585
Liabilities. Value of operating payables at beginning of year	2015-06-30	$26,170
Total non interest bearing cash at end of year	2015-06-30	$397,897
Total non interest bearing cash at beginning of year	2015-06-30	$460,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-437,860
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,810,566
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,248,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,566,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,842,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$102,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$102,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$102,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$-101
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$1,597,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-111,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$2,751,662
Employer contributions (assets) at end of year	2015-06-30	$267,829
Employer contributions (assets) at beginning of year	2015-06-30	$271,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,186,602
Contract administrator fees	2015-06-30	$258,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$307,600
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$129,400
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	LINDQUIST LLP
Accountancy firm EIN	2015-06-30	522385296
2014 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$437,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$342,274
Total income from all sources (including contributions)	2014-06-30	$2,686,731
Total of all expenses incurred	2014-06-30	$2,784,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$2,359,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$2,542,988
Value of total assets at end of year	2014-06-30	$4,685,522
Value of total assets at beginning of year	2014-06-30	$4,688,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$424,518
Total interest from all sources	2014-06-30	$183
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$40,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$40,874
Administrative expenses professional fees incurred	2014-06-30	$182,166
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$600,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$10,021
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$8,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$13,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$281,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$249,170
Other income not declared elsewhere	2014-06-30	$371
Administrative expenses (other) incurred	2014-06-30	$46,562
Liabilities. Value of operating payables at end of year	2014-06-30	$26,170
Liabilities. Value of operating payables at beginning of year	2014-06-30	$14,104
Total non interest bearing cash at end of year	2014-06-30	$460,483
Total non interest bearing cash at beginning of year	2014-06-30	$638,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-97,561
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,248,426
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,345,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,842,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,699,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$102,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$102,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$102,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$183
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$1,433,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$102,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$2,532,967
Employer contributions (assets) at end of year	2014-06-30	$271,531
Employer contributions (assets) at beginning of year	2014-06-30	$234,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$926,430
Contract administrator fees	2014-06-30	$195,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$129,400
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$79,000
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	LINDQUIST LLP
Accountancy firm EIN	2014-06-30	522385296
2013 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$342,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$346,735
Total income from all sources (including contributions)	2013-06-30	$2,480,207
Total of all expenses incurred	2013-06-30	$2,586,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,221,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$2,242,842
Value of total assets at end of year	2013-06-30	$4,688,261
Value of total assets at beginning of year	2013-06-30	$4,799,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$365,308
Total interest from all sources	2013-06-30	$218
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$369
Administrative expenses professional fees incurred	2013-06-30	$135,125
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$600,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$10,485
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$13,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$17,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$249,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$156,564
Other income not declared elsewhere	2013-06-30	$236,778
Administrative expenses (other) incurred	2013-06-30	$42,350
Liabilities. Value of operating payables at end of year	2013-06-30	$14,104
Liabilities. Value of operating payables at beginning of year	2013-06-30	$25,171
Total non interest bearing cash at end of year	2013-06-30	$638,212
Total non interest bearing cash at beginning of year	2013-06-30	$820,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-106,528
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,345,987
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,452,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,699,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,699,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$102,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$101,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$101,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$218
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$1,276,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$2,232,357
Employer contributions (assets) at end of year	2013-06-30	$234,446
Employer contributions (assets) at beginning of year	2013-06-30	$159,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$945,407
Contract administrator fees	2013-06-30	$187,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$79,000
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$165,000
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	LINDQUIST LLP
Accountancy firm EIN	2013-06-30	522385296
2012 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$346,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$260,630
Total income from all sources (including contributions)	2012-06-30	$1,907,451
Total of all expenses incurred	2012-06-30	$2,477,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$2,121,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,906,709
Value of total assets at end of year	2012-06-30	$4,799,250
Value of total assets at beginning of year	2012-06-30	$5,283,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$356,635
Total interest from all sources	2012-06-30	$341
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$401
Administrative expenses professional fees incurred	2012-06-30	$134,011
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$600,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$17,063
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$17,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$331,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$156,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$177,170
Administrative expenses (other) incurred	2012-06-30	$41,282
Liabilities. Value of operating payables at end of year	2012-06-30	$25,171
Liabilities. Value of operating payables at beginning of year	2012-06-30	$39,560
Total non interest bearing cash at end of year	2012-06-30	$820,969
Total non interest bearing cash at beginning of year	2012-06-30	$692,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-570,352
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,452,515
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$5,022,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,699,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,998,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$101,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$101,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$101,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$341
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$1,316,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,889,646
Employer contributions (assets) at end of year	2012-06-30	$159,213
Employer contributions (assets) at beginning of year	2012-06-30	$158,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$804,670
Contract administrator fees	2012-06-30	$181,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$165,000
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$43,900
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	LINDQUIST LLP
Accountancy firm EIN	2012-06-30	522385296
2011 : U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$260,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$311,632
Total income from all sources (including contributions)	2011-06-30	$2,135,756
Total of all expenses incurred	2011-06-30	$2,719,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$2,421,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,830,848
Value of total assets at end of year	2011-06-30	$5,283,497
Value of total assets at beginning of year	2011-06-30	$5,918,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$298,803
Total interest from all sources	2011-06-30	$1,348
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$638
Administrative expenses professional fees incurred	2011-06-30	$112,057
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$600,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$14,699
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$331,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$101,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$177,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$192,685
Other income not declared elsewhere	2011-06-30	$302,922
Administrative expenses (other) incurred	2011-06-30	$34,640
Liabilities. Value of operating payables at end of year	2011-06-30	$39,560
Liabilities. Value of operating payables at beginning of year	2011-06-30	$23,183
Total non interest bearing cash at end of year	2011-06-30	$-167,291
Total non interest bearing cash at beginning of year	2011-06-30	$100,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$-584,205
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$5,022,867
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$5,607,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,998,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$5,148,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$961,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$377,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$377,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$1,348
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$1,287,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,816,149
Employer contributions (assets) at end of year	2011-06-30	$158,722
Employer contributions (assets) at beginning of year	2011-06-30	$191,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,133,255
Contract administrator fees	2011-06-30	$152,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$43,900
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$95,764
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	LINDQUIST LLP
Accountancy firm EIN	2011-06-30	522385296

Form 5500 Responses for U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN

2021: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Multi-employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: U.A. LOCAL NO. 355 HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	103
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $12,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )

Policy contract number

SL10486

Policy instance

Insurance contract or identification number	SL10486
Number of Individuals Covered	81
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $19,174
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $196,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,174

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	261
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD & 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 Carrier	USD $2,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	121
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $291,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	129
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $985,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	330
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $5,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )

Policy contract number

SL 10486

Policy instance

Insurance contract or identification number	SL 10486
Number of Individuals Covered	81
Insurance policy start date	2020-07-01
Insurance policy end date	3021-06-30
Total amount of commissions paid to insurance broker	USD $26,639
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $280,410
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,639
Insurance broker organization code?	3

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	117
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $16,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	380
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $5,858
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: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	139
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $18,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

SE3E50074

Policy instance

Insurance contract or identification number	SE3E50074
Number of Individuals Covered	123
Insurance policy start date	2019-07-01
Insurance policy end date	3020-06-30
Total amount of commissions paid to insurance broker	USD $28,361
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $298,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,361
Insurance broker organization code?	3

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	180
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $1,199,231
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: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	154
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $20,688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	378
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $6,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	199
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $1,179,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

SE3E50074

Policy instance

Insurance contract or identification number	SE3E50074
Number of Individuals Covered	110
Insurance policy start date	2018-07-01
Insurance policy end date	3019-06-30
Total amount of commissions paid to insurance broker	USD $16,257
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $325,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,257
Insurance broker organization code?	3

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

SE3E50074

Policy instance

Insurance contract or identification number	SE3E50074
Number of Individuals Covered	143
Insurance policy start date	2017-07-01
Insurance policy end date	3018-06-30
Total amount of commissions paid to insurance broker	USD $16,588
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $331,753
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: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	195
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $21,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	468
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $7,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	214
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $1,249,924
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

SE3E50074

Policy instance

Insurance contract or identification number	SE3E50074
Number of Individuals Covered	168
Insurance policy start date	2015-07-01
Insurance policy end date	3016-06-30
Total amount of commissions paid to insurance broker	USD $21,910
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $230,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,529
Insurance broker organization code?	3
Insurance broker name	STOP LOSS INSURANCE SERVICES INC

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	232
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $22,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	552
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $8,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	258
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $1,143,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

SE3E50074

Policy instance

Insurance contract or identification number	SE3E50074
Number of Individuals Covered	165
Insurance policy start date	2014-07-01
Insurance policy end date	3015-06-30
Total amount of commissions paid to insurance broker	USD $23,304
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $245,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,265
Insurance broker organization code?	3
Insurance broker name	STOP LOSS INSURANCE SERVICES INC

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	584
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $9,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	288
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $1,299,725
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: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	246
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $25,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	602
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $9,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	284
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $1,148,796
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: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	244
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $25,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

SE3E50074

Policy instance

Insurance contract or identification number	SE3E50074
Number of Individuals Covered	185
Insurance policy start date	2013-07-01
Insurance policy end date	3014-06-30
Total amount of commissions paid to insurance broker	USD $26,956
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $234,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,805
Insurance broker organization code?	3
Insurance broker name	STOP LOSS INSURANCE SERVICES INC NC

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	230
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $8,684
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: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	218
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $16,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

SE3E50074

Policy instance

Insurance contract or identification number	SE3E50074
Number of Individuals Covered	160
Insurance policy start date	2012-07-01
Insurance policy end date	3013-06-30
Total amount of commissions paid to insurance broker	USD $21,292
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $185,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,960
Insurance broker organization code?	3
Insurance broker name	STOP LOSS INSURANCE SERVICES INC NC

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	263
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $1,053,362
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: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	187
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	299
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	HEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to Carrier	USD $1,141,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	195
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $8,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

SE3E50074

Policy instance

Insurance contract or identification number	SE3E50074
Number of Individuals Covered	115
Insurance policy start date	2011-07-01
Insurance policy end date	3012-06-30
Total amount of commissions paid to insurance broker	USD $16,659
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $144,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31355-0000

Policy instance

Insurance contract or identification number	31355-0000
Number of Individuals Covered	342
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	HEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to Carrier	USD $1,046,918
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: 00000 )

Policy contract number

12005610

Policy instance

Insurance contract or identification number	12005610
Number of Individuals Covered	207
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,974
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

8E3E60074

Policy instance

Insurance contract or identification number	8E3E60074
Number of Individuals Covered	119
Insurance policy start date	2010-07-01
Insurance policy end date	3011-06-30
Total amount of commissions paid to insurance broker	USD $12,541
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Welfare Benefit Premiums Paid to Carrier	USD $119,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

63209-1

Policy instance

Insurance contract or identification number	63209-1
Number of Individuals Covered	209
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $9,548
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES U.A. LOCAL NO. 355 HEALTH AND WELFARE TRUST FUND
Employer identification number (EIN):	943254224
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors