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PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NamePENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND
Plan identification number 501

PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND Benefits

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

401k Sponsoring company profile

OPERATING ENGINEERS UNION 3 PENSIONED HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:OPERATING ENGINEERS UNION 3 PENSIONED HEALTH AND WELFARE FUND
Employer identification number (EIN):946096327
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01MILLER KAPLAN ARASE LLP
5012016-01-01MILLER KAPLAN ARASE LLP
5012015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-10
5012014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-13
5012013-01-01SANDY S. GARCIA SANDY S. GARCIA2014-10-14
5012012-01-01RICHARD PIOMBO
5012011-01-01F. G. CROSTWAITHE
5012010-01-01RUSSELL BURNS
5012009-01-01RUSSELL BURNS

Plan Statistics for PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-019,042
Total number of active participants reported on line 7a of the Form 55002022-01-019,075
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-019,075
Total participants2022-01-019,075
Number of employers contributing to the scheme2022-01-011,987
2021: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-019,014
Total number of active participants reported on line 7a of the Form 55002021-01-019,042
Total of all active and inactive participants2021-01-019,042
Total participants2021-01-019,042
Number of employers contributing to the scheme2021-01-011,873
2020: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-019,053
Total number of active participants reported on line 7a of the Form 55002020-01-019,014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-019,014
Total participants2020-01-019,014
Number of employers contributing to the scheme2020-01-011,889
2019: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-019,022
Total number of active participants reported on line 7a of the Form 55002019-01-019,053
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-019,053
Total participants2019-01-019,053
Number of employers contributing to the scheme2019-01-011,827
2018: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-019,009
Total number of active participants reported on line 7a of the Form 55002018-01-019,022
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-019,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019,022
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-011,827
2017: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-019,080
Total number of active participants reported on line 7a of the Form 55002017-01-019,009
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019,009
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-011,691
2016: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-018,889
Total number of active participants reported on line 7a of the Form 55002016-01-019,080
Total of all active and inactive participants2016-01-019,080
Total participants2016-01-019,080
Number of employers contributing to the scheme2016-01-011,791
2015: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-018,994
Total number of active participants reported on line 7a of the Form 55002015-01-018,889
Total of all active and inactive participants2015-01-018,889
Total participants2015-01-018,889
Number of employers contributing to the scheme2015-01-012,018
2014: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-018,967
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-018,994
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018,994
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-011,775
2013: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-019,004
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-018,967
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018,967
Total participants2013-01-018,967
Number of employers contributing to the scheme2013-01-011,764
2012: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-018,962
Number of retired or separated participants receiving benefits2012-01-019,004
Total of all active and inactive participants2012-01-019,004
Number of employers contributing to the scheme2012-01-011,773
2011: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-018,958
Number of retired or separated participants receiving benefits2011-01-018,962
Total of all active and inactive participants2011-01-018,962
Number of employers contributing to the scheme2011-01-011,971
2010: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-01-018,716
Number of retired or separated participants receiving benefits2010-01-018,958
Total of all active and inactive participants2010-01-018,958
Number of employers contributing to the scheme2010-01-012,852
2009: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-018,533
Number of retired or separated participants receiving benefits2009-01-018,716
Total of all active and inactive participants2009-01-018,716
Number of employers contributing to the scheme2009-01-011,363

Financial Data on PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,033,694
Total unrealized appreciation/depreciation of assets2022-12-31$-1,033,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,288,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,726,920
Total income from all sources (including contributions)2022-12-31$103,260,522
Total loss/gain on sale of assets2022-12-31$-17,895,848
Total of all expenses incurred2022-12-31$103,050,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$95,355,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$115,483,461
Value of total assets at end of year2022-12-31$267,935,818
Value of total assets at beginning of year2022-12-31$267,164,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,695,450
Total interest from all sources2022-12-31$4,942,847
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,594,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$343,571
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$33,061,804
Participant contributions at end of year2022-12-31$643,896
Participant contributions at beginning of year2022-12-31$632,966
Assets. Other investments not covered elsewhere at end of year2022-12-31$26,559,578
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$27,599,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$19,422,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$23,043,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,254,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,296,180
Other income not declared elsewhere2022-12-31$168,879
Administrative expenses (other) incurred2022-12-31$3,797,726
Liabilities. Value of operating payables at end of year2022-12-31$163,775
Liabilities. Value of operating payables at beginning of year2022-12-31$135,926
Total non interest bearing cash at end of year2022-12-31$28,011,517
Total non interest bearing cash at beginning of year2022-12-31$27,008,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$209,625
Value of net assets at end of year (total assets less liabilities)2022-12-31$252,647,364
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$252,437,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$47,153,777
Assets. partnership/joint venture interests at beginning of year2022-12-31$36,375,447
Investment advisory and management fees2022-12-31$400,989
Interest earned on other investments2022-12-31$23,082
Income. Interest from US Government securities2022-12-31$351,418
Income. Interest from corporate debt instruments2022-12-31$4,542,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,774,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,894,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,894,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$26,078
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$22,011,682
Asset value of US Government securities at end of year2022-12-31$30,094,999
Asset value of US Government securities at beginning of year2022-12-31$28,112,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$82,421,657
Employer contributions (assets) at end of year2022-12-31$9,625,103
Employer contributions (assets) at beginning of year2022-12-31$9,366,615
Income. Dividends from common stock2022-12-31$1,594,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$73,343,765
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$35,828,702
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$9,662,563
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$67,819,363
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$101,467,107
Contract administrator fees2022-12-31$3,153,164
Liabilities. Value of benefit claims payable at end of year2022-12-31$11,870,398
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$12,294,814
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$2,023
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$777
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$147,078,836
Aggregate carrying amount (costs) on sale of assets2022-12-31$164,974,684
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,431,163
Total unrealized appreciation/depreciation of assets2021-12-31$1,431,163
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,726,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,636,689
Total income from all sources (including contributions)2021-12-31$122,033,517
Total loss/gain on sale of assets2021-12-31$3,415,058
Total of all expenses incurred2021-12-31$96,264,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$89,276,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$111,967,516
Value of total assets at end of year2021-12-31$267,164,659
Value of total assets at beginning of year2021-12-31$248,305,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,987,734
Total interest from all sources2021-12-31$5,070,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$281,334
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$32,711,414
Participant contributions at end of year2021-12-31$632,966
Participant contributions at beginning of year2021-12-31$593,378
Assets. Other investments not covered elsewhere at end of year2021-12-31$27,599,882
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$22,803,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$23,043,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$12,654,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,296,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$9,898,250
Other income not declared elsewhere2021-12-31$148,786
Administrative expenses (other) incurred2021-12-31$3,938,491
Liabilities. Value of operating payables at end of year2021-12-31$135,926
Liabilities. Value of operating payables at beginning of year2021-12-31$111,164
Total non interest bearing cash at end of year2021-12-31$27,008,925
Total non interest bearing cash at beginning of year2021-12-31$30,124,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$25,769,166
Value of net assets at end of year (total assets less liabilities)2021-12-31$252,437,739
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$226,668,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$36,375,447
Assets. partnership/joint venture interests at beginning of year2021-12-31$25,270,249
Investment advisory and management fees2021-12-31$435,844
Interest earned on other investments2021-12-31$406,831
Income. Interest from US Government securities2021-12-31$218,298
Income. Interest from corporate debt instruments2021-12-31$4,445,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,894,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,966,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,966,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$349
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$22,312,175
Asset value of US Government securities at end of year2021-12-31$28,112,385
Asset value of US Government securities at beginning of year2021-12-31$31,827,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$79,256,102
Employer contributions (assets) at end of year2021-12-31$9,366,615
Employer contributions (assets) at beginning of year2021-12-31$9,395,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$66,964,442
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$9,662,563
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$11,985,525
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$101,467,107
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$92,682,613
Contract administrator fees2021-12-31$2,332,065
Liabilities. Value of benefit claims payable at end of year2021-12-31$12,294,814
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$11,627,275
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$777
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,759
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$258,294,935
Aggregate carrying amount (costs) on sale of assets2021-12-31$254,879,877
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$9,084,990
Total unrealized appreciation/depreciation of assets2020-12-31$9,084,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,636,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,185,000
Total income from all sources (including contributions)2020-12-31$144,580,878
Total loss/gain on sale of assets2020-12-31$410,891
Total of all expenses incurred2020-12-31$119,913,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$114,120,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$109,007,621
Value of total assets at end of year2020-12-31$248,305,262
Value of total assets at beginning of year2020-12-31$217,186,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,793,028
Total interest from all sources2020-12-31$4,487,761
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$528,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$234,951
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$32,570,953
Participant contributions at end of year2020-12-31$593,378
Participant contributions at beginning of year2020-12-31$3,494,452
Assets. Other investments not covered elsewhere at end of year2020-12-31$22,803,188
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$12,654,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$14,834,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$9,898,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,763,793
Other income not declared elsewhere2020-12-31$21,061,301
Administrative expenses (other) incurred2020-12-31$2,902,775
Liabilities. Value of operating payables at end of year2020-12-31$111,164
Liabilities. Value of operating payables at beginning of year2020-12-31$523,945
Total non interest bearing cash at end of year2020-12-31$30,124,453
Total non interest bearing cash at beginning of year2020-12-31$23,972,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$24,666,972
Value of net assets at end of year (total assets less liabilities)2020-12-31$226,668,573
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$202,001,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$25,270,249
Assets. partnership/joint venture interests at beginning of year2020-12-31$22,275,592
Investment advisory and management fees2020-12-31$378,322
Interest earned on other investments2020-12-31$10,105
Income. Interest from US Government securities2020-12-31$337,165
Income. Interest from corporate debt instruments2020-12-31$4,119,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,966,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$23,278,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$23,278,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$21,442
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$21,356,844
Asset value of US Government securities at end of year2020-12-31$31,827,810
Asset value of US Government securities at beginning of year2020-12-31$30,210,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$76,436,668
Employer contributions (assets) at end of year2020-12-31$9,395,232
Employer contributions (assets) at beginning of year2020-12-31$8,413,406
Income. Dividends from common stock2020-12-31$528,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$92,764,034
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$11,985,525
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$14,725,115
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$92,682,613
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$75,980,138
Contract administrator fees2020-12-31$2,276,980
Liabilities. Value of benefit claims payable at end of year2020-12-31$11,627,275
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$10,897,262
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,759
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$1,505
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$267,357,689
Aggregate carrying amount (costs) on sale of assets2020-12-31$266,946,798
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,077,405
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,077,405
Total unrealized appreciation/depreciation of assets2019-12-31$4,077,405
Total unrealized appreciation/depreciation of assets2019-12-31$4,077,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,185,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,185,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,379,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,379,906
Total income from all sources (including contributions)2019-12-31$152,582,255
Total income from all sources (including contributions)2019-12-31$152,582,255
Total loss/gain on sale of assets2019-12-31$5,419,650
Total loss/gain on sale of assets2019-12-31$5,419,650
Total of all expenses incurred2019-12-31$122,861,221
Total of all expenses incurred2019-12-31$122,861,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$116,907,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$116,907,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$110,771,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$110,771,562
Value of total assets at end of year2019-12-31$217,186,601
Value of total assets at end of year2019-12-31$217,186,601
Value of total assets at beginning of year2019-12-31$185,660,473
Value of total assets at beginning of year2019-12-31$185,660,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,953,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,953,490
Total interest from all sources2019-12-31$4,718,192
Total interest from all sources2019-12-31$4,718,192
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$694,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$651,856
Administrative expenses professional fees incurred2019-12-31$651,856
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$32,470,891
Contributions received from participants2019-12-31$32,470,891
Participant contributions at end of year2019-12-31$3,494,452
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,834,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,834,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,164,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,164,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,763,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,763,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,830,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,830,486
Other income not declared elsewhere2019-12-31$26,901,154
Other income not declared elsewhere2019-12-31$26,901,154
Administrative expenses (other) incurred2019-12-31$2,737,060
Administrative expenses (other) incurred2019-12-31$2,737,060
Liabilities. Value of operating payables at end of year2019-12-31$523,945
Liabilities. Value of operating payables at end of year2019-12-31$523,945
Liabilities. Value of operating payables at beginning of year2019-12-31$383,603
Liabilities. Value of operating payables at beginning of year2019-12-31$383,603
Total non interest bearing cash at end of year2019-12-31$23,972,944
Total non interest bearing cash at end of year2019-12-31$23,972,944
Total non interest bearing cash at beginning of year2019-12-31$16,641,902
Total non interest bearing cash at beginning of year2019-12-31$16,641,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$29,721,034
Value of net income/loss2019-12-31$29,721,034
Value of net assets at end of year (total assets less liabilities)2019-12-31$202,001,601
Value of net assets at end of year (total assets less liabilities)2019-12-31$202,001,601
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$172,280,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$22,275,592
Assets. partnership/joint venture interests at end of year2019-12-31$22,275,592
Assets. partnership/joint venture interests at beginning of year2019-12-31$15,470,109
Assets. partnership/joint venture interests at beginning of year2019-12-31$15,470,109
Investment advisory and management fees2019-12-31$406,916
Investment advisory and management fees2019-12-31$406,916
Income. Interest from US Government securities2019-12-31$596,650
Income. Interest from US Government securities2019-12-31$596,650
Income. Interest from corporate debt instruments2019-12-31$4,048,049
Income. Interest from corporate debt instruments2019-12-31$4,048,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$23,278,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,614,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,614,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,614,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,614,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$73,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$73,493
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$21,295,113
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$21,295,113
Asset value of US Government securities at end of year2019-12-31$30,210,916
Asset value of US Government securities at end of year2019-12-31$30,210,916
Asset value of US Government securities at beginning of year2019-12-31$21,710,350
Asset value of US Government securities at beginning of year2019-12-31$21,710,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$78,300,671
Contributions received in cash from employer2019-12-31$78,300,671
Employer contributions (assets) at end of year2019-12-31$8,413,406
Employer contributions (assets) at end of year2019-12-31$8,413,406
Employer contributions (assets) at beginning of year2019-12-31$8,174,495
Employer contributions (assets) at beginning of year2019-12-31$8,174,495
Income. Dividends from common stock2019-12-31$694,292
Income. Dividends from common stock2019-12-31$694,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,612,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,612,618
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$14,725,115
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$14,725,115
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$40,319,823
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$40,319,823
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$75,980,138
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$75,980,138
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$46,853,126
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$46,853,126
Contract administrator fees2019-12-31$2,157,658
Contract administrator fees2019-12-31$2,157,658
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$18,711,721
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$18,711,721
Liabilities. Value of benefit claims payable at end of year2019-12-31$10,897,262
Liabilities. Value of benefit claims payable at end of year2019-12-31$10,897,262
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$9,165,817
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$9,165,817
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,505
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,505
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$442
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$442
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$277,239,715
Aggregate proceeds on sale of assets2019-12-31$277,239,715
Aggregate carrying amount (costs) on sale of assets2019-12-31$271,820,065
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,069,694
Total unrealized appreciation/depreciation of assets2018-12-31$-3,069,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,379,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,612,171
Total income from all sources (including contributions)2018-12-31$130,242,102
Total loss/gain on sale of assets2018-12-31$-1,718,015
Total of all expenses incurred2018-12-31$115,912,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$109,878,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$108,458,423
Value of total assets at end of year2018-12-31$185,660,473
Value of total assets at beginning of year2018-12-31$170,562,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,034,027
Total interest from all sources2018-12-31$4,109,595
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$407,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$453,778
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$31,494,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$15,164,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,627,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,830,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$961,256
Other income not declared elsewhere2018-12-31$22,054,729
Administrative expenses (other) incurred2018-12-31$2,981,716
Liabilities. Value of operating payables at end of year2018-12-31$383,603
Liabilities. Value of operating payables at beginning of year2018-12-31$972,650
Total non interest bearing cash at end of year2018-12-31$16,641,902
Total non interest bearing cash at beginning of year2018-12-31$10,334,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$14,329,750
Value of net assets at end of year (total assets less liabilities)2018-12-31$172,280,567
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$157,950,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$15,470,109
Assets. partnership/joint venture interests at beginning of year2018-12-31$14,367,885
Investment advisory and management fees2018-12-31$401,388
Interest earned on other investments2018-12-31$5,323
Income. Interest from US Government securities2018-12-31$481,594
Income. Interest from corporate debt instruments2018-12-31$3,580,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,614,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,031,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,031,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$41,991
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$20,465,533
Asset value of US Government securities at end of year2018-12-31$21,710,350
Asset value of US Government securities at beginning of year2018-12-31$23,562,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$76,964,388
Employer contributions (assets) at end of year2018-12-31$8,174,495
Employer contributions (assets) at beginning of year2018-12-31$18,885,229
Income. Dividends from common stock2018-12-31$407,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$89,412,792
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$40,319,823
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$15,852,684
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$46,853,126
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$54,131,606
Contract administrator fees2018-12-31$2,197,145
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$18,711,721
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$19,742,750
Liabilities. Value of benefit claims payable at end of year2018-12-31$9,165,817
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$10,678,265
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$442
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$26,374
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$178,863,403
Aggregate carrying amount (costs) on sale of assets2018-12-31$180,581,418
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,405,607
Total unrealized appreciation/depreciation of assets2017-12-31$3,405,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,612,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,057,130
Total income from all sources (including contributions)2017-12-31$135,499,377
Total loss/gain on sale of assets2017-12-31$433,590
Total of all expenses incurred2017-12-31$117,335,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$109,728,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$107,657,146
Value of total assets at end of year2017-12-31$170,562,988
Value of total assets at beginning of year2017-12-31$154,843,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,606,459
Total interest from all sources2017-12-31$3,638,723
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$393,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$641,197
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$37,086,492
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,845,257
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,627,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$13,495,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$961,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$173,927
Other income not declared elsewhere2017-12-31$19,971,220
Administrative expenses (other) incurred2017-12-31$3,863,998
Liabilities. Value of operating payables at end of year2017-12-31$972,650
Liabilities. Value of operating payables at beginning of year2017-12-31$447,933
Total non interest bearing cash at end of year2017-12-31$10,334,512
Total non interest bearing cash at beginning of year2017-12-31$8,372,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,164,366
Value of net assets at end of year (total assets less liabilities)2017-12-31$157,950,817
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$139,786,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$14,367,885
Assets. partnership/joint venture interests at beginning of year2017-12-31$13,263,655
Investment advisory and management fees2017-12-31$371,665
Income. Interest from US Government securities2017-12-31$381,148
Income. Interest from corporate debt instruments2017-12-31$3,238,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,031,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,429,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,429,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$19,130
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$19,663,604
Asset value of US Government securities at end of year2017-12-31$23,562,977
Asset value of US Government securities at beginning of year2017-12-31$20,613,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$70,570,654
Employer contributions (assets) at end of year2017-12-31$18,885,229
Employer contributions (assets) at beginning of year2017-12-31$4,925,316
Income. Dividends from common stock2017-12-31$393,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$90,064,948
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$15,852,684
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$17,484,781
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$54,131,606
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$54,199,403
Contract administrator fees2017-12-31$2,729,599
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$19,742,750
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$15,915,378
Liabilities. Value of benefit claims payable at end of year2017-12-31$10,678,265
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$14,435,270
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$26,374
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$298,850
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$126,280,307
Aggregate carrying amount (costs) on sale of assets2017-12-31$125,846,717
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,765,827
Total unrealized appreciation/depreciation of assets2016-12-31$1,765,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,057,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,659,076
Total income from all sources (including contributions)2016-12-31$122,329,658
Total loss/gain on sale of assets2016-12-31$-181,663
Total of all expenses incurred2016-12-31$120,764,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$113,886,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$100,064,340
Value of total assets at end of year2016-12-31$154,843,581
Value of total assets at beginning of year2016-12-31$146,880,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,878,218
Total interest from all sources2016-12-31$3,981,666
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$327,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$496,836
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$36,563,190
Participant contributions at end of year2016-12-31$2,845,257
Participant contributions at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$13,495,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,601,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$173,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$704,972
Other income not declared elsewhere2016-12-31$16,372,287
Administrative expenses (other) incurred2016-12-31$3,757,045
Liabilities. Value of operating payables at end of year2016-12-31$447,933
Liabilities. Value of operating payables at beginning of year2016-12-31$405,866
Total non interest bearing cash at end of year2016-12-31$8,372,638
Total non interest bearing cash at beginning of year2016-12-31$6,266,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,565,244
Value of net assets at end of year (total assets less liabilities)2016-12-31$139,786,451
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$138,221,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$13,263,655
Assets. partnership/joint venture interests at beginning of year2016-12-31$15,238,386
Investment advisory and management fees2016-12-31$364,162
Income. Interest from US Government securities2016-12-31$351,542
Income. Interest from corporate debt instruments2016-12-31$3,626,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,429,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,022,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,022,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,772
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$19,628,737
Asset value of US Government securities at end of year2016-12-31$20,613,364
Asset value of US Government securities at beginning of year2016-12-31$23,646,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$63,501,150
Employer contributions (assets) at end of year2016-12-31$4,925,316
Employer contributions (assets) at beginning of year2016-12-31$4,695,594
Income. Dividends from common stock2016-12-31$327,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$94,257,459
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$17,484,781
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$17,286,385
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$54,199,403
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$53,528,574
Contract administrator fees2016-12-31$2,260,175
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$15,915,378
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$14,568,192
Liabilities. Value of benefit claims payable at end of year2016-12-31$14,435,270
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$7,548,238
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$298,850
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$26,374
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$120,881,579
Aggregate carrying amount (costs) on sale of assets2016-12-31$121,063,242
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,110,519
Total unrealized appreciation/depreciation of assets2015-12-31$-3,110,519
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,659,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,129,325
Total income from all sources (including contributions)2015-12-31$111,915,322
Total loss/gain on sale of assets2015-12-31$-786,238
Total of all expenses incurred2015-12-31$111,204,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$104,483,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$95,942,087
Value of total assets at end of year2015-12-31$146,880,283
Value of total assets at beginning of year2015-12-31$156,639,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,720,649
Total interest from all sources2015-12-31$4,241,709
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$306,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$300,984
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$36,364,247
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,327,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,601,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,782,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$704,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$9,008,811
Other income not declared elsewhere2015-12-31$15,321,581
Administrative expenses (other) incurred2015-12-31$3,372,003
Liabilities. Value of operating payables at end of year2015-12-31$405,866
Liabilities. Value of operating payables at beginning of year2015-12-31$344,276
Total non interest bearing cash at end of year2015-12-31$6,266,150
Total non interest bearing cash at beginning of year2015-12-31$2,287,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$711,096
Value of net assets at end of year (total assets less liabilities)2015-12-31$138,221,207
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$137,510,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$15,238,386
Assets. partnership/joint venture interests at beginning of year2015-12-31$15,262,963
Investment advisory and management fees2015-12-31$380,224
Interest earned on other investments2015-12-31$9,884
Income. Interest from US Government securities2015-12-31$351,007
Income. Interest from corporate debt instruments2015-12-31$3,880,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,022,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,700,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,700,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$114
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$18,404,061
Asset value of US Government securities at end of year2015-12-31$23,646,923
Asset value of US Government securities at beginning of year2015-12-31$27,795,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$59,577,840
Employer contributions (assets) at end of year2015-12-31$4,695,594
Employer contributions (assets) at beginning of year2015-12-31$3,626,419
Income. Dividends from common stock2015-12-31$306,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$86,079,516
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$17,286,385
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$19,872,108
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$53,528,574
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$54,485,438
Contract administrator fees2015-12-31$2,667,438
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$14,568,192
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$14,472,732
Liabilities. Value of benefit claims payable at end of year2015-12-31$7,548,238
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$9,776,238
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$26,374
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$26,374
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$110,148,731
Aggregate carrying amount (costs) on sale of assets2015-12-31$110,934,969
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$385,097
Total unrealized appreciation/depreciation of assets2014-12-31$385,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,129,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,825,494
Total income from all sources (including contributions)2014-12-31$106,690,607
Total loss/gain on sale of assets2014-12-31$794,220
Total of all expenses incurred2014-12-31$107,185,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$100,830,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$89,948,402
Value of total assets at end of year2014-12-31$156,639,436
Value of total assets at beginning of year2014-12-31$150,830,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,354,465
Total interest from all sources2014-12-31$4,323,894
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$356,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$262,467
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$36,043,105
Assets. Other investments not covered elsewhere at end of year2014-12-31$22,590,026
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$17,674,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,782,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,726,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$9,008,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,760,861
Other income not declared elsewhere2014-12-31$10,882,945
Administrative expenses (other) incurred2014-12-31$3,113,938
Liabilities. Value of operating payables at end of year2014-12-31$344,276
Liabilities. Value of operating payables at beginning of year2014-12-31$174,317
Total non interest bearing cash at end of year2014-12-31$2,287,905
Total non interest bearing cash at beginning of year2014-12-31$1,060,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-494,458
Value of net assets at end of year (total assets less liabilities)2014-12-31$137,510,111
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$138,004,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$367,486
Income. Interest from US Government securities2014-12-31$364,851
Income. Interest from corporate debt instruments2014-12-31$3,958,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,700,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,514,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,514,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$169
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$18,569,813
Asset value of US Government securities at end of year2014-12-31$27,795,058
Asset value of US Government securities at beginning of year2014-12-31$26,622,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$53,905,297
Employer contributions (assets) at end of year2014-12-31$3,626,419
Employer contributions (assets) at beginning of year2014-12-31$3,778,376
Income. Dividends from common stock2014-12-31$356,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$82,260,787
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$19,872,108
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$19,207,133
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$54,485,438
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$53,282,123
Contract administrator fees2014-12-31$2,610,574
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$14,472,732
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$18,937,947
Liabilities. Value of benefit claims payable at end of year2014-12-31$9,776,238
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$7,890,316
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$26,374
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$26,374
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$161,059,392
Aggregate carrying amount (costs) on sale of assets2014-12-31$160,265,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,193,141
Total unrealized appreciation/depreciation of assets2013-12-31$3,193,141
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,825,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,140,748
Total income from all sources (including contributions)2013-12-31$101,315,027
Total loss/gain on sale of assets2013-12-31$-257,352
Total of all expenses incurred2013-12-31$93,373,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$87,739,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$84,874,423
Value of total assets at end of year2013-12-31$150,830,063
Value of total assets at beginning of year2013-12-31$145,204,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,634,321
Total interest from all sources2013-12-31$4,796,018
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$351,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$267,449
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$34,872,720
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$250,484
Assets. Other investments not covered elsewhere at end of year2013-12-31$17,674,047
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$10,081,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,726,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,286,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,760,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$10,672,819
Other income not declared elsewhere2013-12-31$8,356,977
Administrative expenses (other) incurred2013-12-31$2,676,188
Liabilities. Value of operating payables at end of year2013-12-31$174,317
Liabilities. Value of operating payables at beginning of year2013-12-31$368,240
Total non interest bearing cash at end of year2013-12-31$1,060,111
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,941,293
Value of net assets at end of year (total assets less liabilities)2013-12-31$138,004,569
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$130,063,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$408,808
Income. Interest from US Government securities2013-12-31$578,652
Income. Interest from corporate debt instruments2013-12-31$4,217,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,514,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,205,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,205,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$135
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$17,840,381
Asset value of US Government securities at end of year2013-12-31$26,622,383
Asset value of US Government securities at beginning of year2013-12-31$26,630,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$50,001,703
Employer contributions (assets) at end of year2013-12-31$3,778,376
Employer contributions (assets) at beginning of year2013-12-31$4,056,641
Income. Dividends from common stock2013-12-31$351,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$69,899,032
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$19,207,133
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$53,282,123
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$74,067,346
Contract administrator fees2013-12-31$2,281,876
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$18,937,947
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$16,625,775
Liabilities. Value of benefit claims payable at end of year2013-12-31$7,890,316
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,099,689
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$26,374
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$171,121,732
Aggregate carrying amount (costs) on sale of assets2013-12-31$171,379,084
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,531,128
Total unrealized appreciation/depreciation of assets2012-12-31$1,531,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,140,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,511,611
Total income from all sources (including contributions)2012-12-31$97,781,833
Total loss/gain on sale of assets2012-12-31$3,359,085
Total of all expenses incurred2012-12-31$93,650,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$88,310,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$81,857,580
Value of total assets at end of year2012-12-31$145,204,024
Value of total assets at beginning of year2012-12-31$140,443,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,339,968
Total interest from all sources2012-12-31$4,857,871
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$352,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,023,203
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$32,289,551
Participant contributions at end of year2012-12-31$250,484
Participant contributions at beginning of year2012-12-31$260,365
Assets. Other investments not covered elsewhere at end of year2012-12-31$10,081,025
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$9,147,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,286,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,399,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$10,672,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$9,473,431
Other income not declared elsewhere2012-12-31$6,416,211
Administrative expenses (other) incurred2012-12-31$831,661
Liabilities. Value of operating payables at end of year2012-12-31$368,240
Liabilities. Value of operating payables at beginning of year2012-12-31$437,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,130,950
Value of net assets at end of year (total assets less liabilities)2012-12-31$130,063,276
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$125,932,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$344,029
Interest earned on other investments2012-12-31$7,805
Income. Interest from US Government securities2012-12-31$815,566
Income. Interest from corporate debt instruments2012-12-31$4,031,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,205,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,520,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,520,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,544
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$987,157
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$16,548,614
Asset value of US Government securities at end of year2012-12-31$26,630,290
Asset value of US Government securities at beginning of year2012-12-31$39,185,937
Net gain/loss from 103.12 investment entities2012-12-31$-592,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$49,568,029
Employer contributions (assets) at end of year2012-12-31$4,056,641
Employer contributions (assets) at beginning of year2012-12-31$4,620,392
Income. Dividends from common stock2012-12-31$352,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$71,762,301
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$74,067,346
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$55,173,570
Contract administrator fees2012-12-31$2,141,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$16,625,775
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$14,149,141
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,099,689
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,600,981
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$270,728,133
Aggregate carrying amount (costs) on sale of assets2012-12-31$267,369,048
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2012-12-31300702322
2011 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,886,130
Total unrealized appreciation/depreciation of assets2011-12-31$1,886,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,511,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,786,679
Total income from all sources (including contributions)2011-12-31$99,548,536
Total loss/gain on sale of assets2011-12-31$2,064,742
Total of all expenses incurred2011-12-31$91,000,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$86,103,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$84,580,669
Value of total assets at end of year2011-12-31$140,443,937
Value of total assets at beginning of year2011-12-31$126,170,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,896,624
Total interest from all sources2011-12-31$3,758,735
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$292,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,686,065
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$34,518,517
Participant contributions at end of year2011-12-31$260,365
Participant contributions at beginning of year2011-12-31$244,445
Assets. Other investments not covered elsewhere at end of year2011-12-31$9,147,282
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,155,427
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,399,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,503,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$9,473,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,853,721
Other income not declared elsewhere2011-12-31$7,172,966
Administrative expenses (other) incurred2011-12-31$958,422
Liabilities. Value of operating payables at end of year2011-12-31$437,199
Liabilities. Value of operating payables at beginning of year2011-12-31$908,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,548,325
Value of net assets at end of year (total assets less liabilities)2011-12-31$125,932,326
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$117,384,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$267,524
Interest earned on other investments2011-12-31$6,069
Income. Interest from US Government securities2011-12-31$1,134,207
Income. Interest from corporate debt instruments2011-12-31$2,617,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,520,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,152,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,152,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$814
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$987,157
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$1,358,124
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$14,640,045
Asset value of US Government securities at end of year2011-12-31$39,185,937
Asset value of US Government securities at beginning of year2011-12-31$36,651,359
Net gain/loss from 103.12 investment entities2011-12-31$-207,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$50,062,152
Employer contributions (assets) at end of year2011-12-31$4,620,392
Employer contributions (assets) at beginning of year2011-12-31$4,062,062
Income. Dividends from common stock2011-12-31$292,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$71,463,542
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$55,173,570
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$51,137,557
Contract administrator fees2011-12-31$1,984,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$14,149,141
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$13,905,818
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,600,981
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,024,748
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$184,062,748
Aggregate carrying amount (costs) on sale of assets2011-12-31$181,998,006
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2011-12-31300702322
2010 : PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,162,054
Total unrealized appreciation/depreciation of assets2010-12-31$2,162,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,786,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,216,279
Total income from all sources (including contributions)2010-12-31$92,461,768
Total loss/gain on sale of assets2010-12-31$1,343,670
Total of all expenses incurred2010-12-31$83,585,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$78,721,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$78,389,874
Value of total assets at end of year2010-12-31$126,170,680
Value of total assets at beginning of year2010-12-31$117,723,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,863,068
Total interest from all sources2010-12-31$3,706,402
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$214,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,576,432
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$33,035,643
Participant contributions at end of year2010-12-31$244,445
Participant contributions at beginning of year2010-12-31$272,265
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,155,427
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,634,599
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,503,193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,921,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,853,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,237,740
Other income not declared elsewhere2010-12-31$6,723,651
Administrative expenses (other) incurred2010-12-31$1,002,759
Liabilities. Value of operating payables at end of year2010-12-31$908,210
Liabilities. Value of operating payables at beginning of year2010-12-31$1,067,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,876,745
Value of net assets at end of year (total assets less liabilities)2010-12-31$117,384,001
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$108,507,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$246,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,354,095
Interest earned on other investments2010-12-31$3,256
Income. Interest from US Government securities2010-12-31$1,080,795
Income. Interest from corporate debt instruments2010-12-31$2,576,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,152,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,012,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,012,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$45,748
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$1,358,124
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$6,765,798
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$12,414,886
Asset value of US Government securities at end of year2010-12-31$36,651,359
Asset value of US Government securities at beginning of year2010-12-31$32,837,075
Net gain/loss from 103.12 investment entities2010-12-31$-78,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$45,354,231
Employer contributions (assets) at end of year2010-12-31$4,062,062
Employer contributions (assets) at beginning of year2010-12-31$3,244,176
Income. Dividends from common stock2010-12-31$214,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$66,307,069
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$51,137,557
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$43,681,331
Contract administrator fees2010-12-31$2,037,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$13,905,818
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,024,748
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$910,691
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$171,175,569
Aggregate carrying amount (costs) on sale of assets2010-12-31$169,831,899
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2010-12-31942723629

Form 5500 Responses for PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND

2022: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number870
Policy instance 1
Insurance contract or identification number870
Number of Individuals Covered1451
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $532,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract number5752016
Policy instance 10
Insurance contract or identification number5752016
Number of Individuals Covered165
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,059
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number140108
Policy instance 2
Insurance contract or identification number140108
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number09576
Policy instance 4
Insurance contract or identification number09576
Number of Individuals Covered9559
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
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 number7703
Policy instance 3
Insurance contract or identification number7703
Number of Individuals Covered1518
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,729,048
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 number1310
Policy instance 5
Insurance contract or identification number1310
Number of Individuals Covered196
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,223,219
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 numberSL10382
Policy instance 6
Insurance contract or identification numberSL10382
Number of Individuals Covered892
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $24,963
Welfare Benefit Premiums Paid to CarrierUSD $1,498,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,963
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number6183SM 61838S
Policy instance 7
Insurance contract or identification number6183SM 61838S
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number203672
Policy instance 8
Insurance contract or identification number203672
Number of Individuals Covered154
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,165,220
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 number00872000
Policy instance 9
Insurance contract or identification number00872000
Number of Individuals Covered8754
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number6183SM 61838S
Policy instance 7
Insurance contract or identification number6183SM 61838S
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,982
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 number1310
Policy instance 5
Insurance contract or identification number1310
Number of Individuals Covered184
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,109,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number09576
Policy instance 4
Insurance contract or identification number09576
Number of Individuals Covered9377
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number203672
Policy instance 8
Insurance contract or identification number203672
Number of Individuals Covered123
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $678,479
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 number7703
Policy instance 3
Insurance contract or identification number7703
Number of Individuals Covered1525
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,751,689
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 number00872000
Policy instance 9
Insurance contract or identification number00872000
Number of Individuals Covered8719
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract number5752016
Policy instance 10
Insurance contract or identification number5752016
Number of Individuals Covered205
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number140108
Policy instance 2
Insurance contract or identification number140108
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,813
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 numberSL10382
Policy instance 6
Insurance contract or identification numberSL10382
Number of Individuals Covered979
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,333,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number870
Policy instance 1
Insurance contract or identification number870
Number of Individuals Covered1399
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $521,040
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 numberSL10382
Policy instance 6
Insurance contract or identification numberSL10382
Number of Individuals Covered987
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $1,193,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract number5752016
Policy instance 10
Insurance contract or identification number5752016
Number of Individuals Covered526
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,468
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 number00872000
Policy instance 9
Insurance contract or identification number00872000
Number of Individuals Covered8672
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number870
Policy instance 1
Insurance contract or identification number870
Number of Individuals Covered1328
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $462,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number140108
Policy instance 2
Insurance contract or identification number140108
Number of Individuals Covered10
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,088
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 number7703
Policy instance 3
Insurance contract or identification number7703
Number of Individuals Covered1506
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,364,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number09576
Policy instance 4
Insurance contract or identification number09576
Number of Individuals Covered9105
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
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 number1310
Policy instance 5
Insurance contract or identification number1310
Number of Individuals Covered175
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,143,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number203672
Policy instance 8
Insurance contract or identification number203672
Number of Individuals Covered133
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $687,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number6183SM 61838S
Policy instance 7
Insurance contract or identification number6183SM 61838S
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752016
Policy instance 10
Insurance contract or identification numberKM05752016
Number of Individuals Covered249
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number870
Policy instance 1
Insurance contract or identification number870
Number of Individuals Covered1316
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $446,887
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 number7703
Policy instance 3
Insurance contract or identification number7703
Number of Individuals Covered1521
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,561,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number09576
Policy instance 4
Insurance contract or identification number09576
Number of Individuals Covered9048
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
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 number1310
Policy instance 5
Insurance contract or identification number1310
Number of Individuals Covered186
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,219,432
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 numberSL10382
Policy instance 6
Insurance contract or identification numberSL10382
Number of Individuals Covered1037
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $1,155,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number6183SM 61838S
Policy instance 7
Insurance contract or identification number6183SM 61838S
Number of Individuals Covered13
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,974
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number203672
Policy instance 8
Insurance contract or identification number203672
Number of Individuals Covered55
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $430,964
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 number00872000
Policy instance 9
Insurance contract or identification number00872000
Number of Individuals Covered8697
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number140108
Policy instance 2
Insurance contract or identification number140108
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,728
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number140108
Policy instance 2
Insurance contract or identification number140108
Number of Individuals Covered13
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $89,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number870
Policy instance 1
Insurance contract or identification number870
Number of Individuals Covered1288
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $431,077
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 number7703
Policy instance 3
Insurance contract or identification number7703
Number of Individuals Covered1500
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,517,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number09576
Policy instance 4
Insurance contract or identification number09576
Number of Individuals Covered9303
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
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 number1310
Policy instance 5
Insurance contract or identification number1310
Number of Individuals Covered195
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,237,813
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 number67105
Policy instance 6
Insurance contract or identification number67105
Number of Individuals Covered1050
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $1,015,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number6183SM 61838S
Policy instance 7
Insurance contract or identification number6183SM 61838S
Number of Individuals Covered15
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number203672
Policy instance 8
Insurance contract or identification number203672
Number of Individuals Covered43
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $243,502
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 number00872000
Policy instance 9
Insurance contract or identification number00872000
Number of Individuals Covered8638
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752016
Policy instance 10
Insurance contract or identification numberKM05752016
Number of Individuals Covered272
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $38
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees38
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number67308-1
Policy instance 7
Insurance contract or identification number67308-1
Number of Individuals Covered1107
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $770,233
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 number1310
Policy instance 6
Insurance contract or identification number1310
Number of Individuals Covered195
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,324,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number09576
Policy instance 5
Insurance contract or identification number09576
Number of Individuals Covered8609
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
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 number7703
Policy instance 4
Insurance contract or identification number7703
Number of Individuals Covered1484
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,102,457
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKMO5752016
Policy instance 3
Insurance contract or identification numberKMO5752016
Number of Individuals Covered306
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,169
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number203672
Policy instance 9
Insurance contract or identification number203672
Number of Individuals Covered43
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $243,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number6183SM
Policy instance 8
Insurance contract or identification number6183SM
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,093
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 number00873005
Policy instance 10
Insurance contract or identification number00873005
Number of Individuals Covered1672
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number203702
Policy instance 11
Insurance contract or identification number203702
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,356
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 number00873005
Policy instance 12
Insurance contract or identification number00873005
Number of Individuals Covered13273
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number61838S
Policy instance 13
Insurance contract or identification number61838S
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $103,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number67
Policy instance 1
Insurance contract or identification number67
Number of Individuals Covered5456
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number140108
Policy instance 2
Insurance contract or identification number140108
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,857
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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