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U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NameU.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND
Plan identification number 516

U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND Benefits

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

401k Sponsoring company profile

UA LOCAL NO 467 HEALTH & WELFARE TRUST has sponsored the creation of one or more 401k plans.

Company Name:UA LOCAL NO 467 HEALTH & WELFARE TRUST
Employer identification number (EIN):946415220
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5162022-01-01
5162021-01-01MARK BURRI2022-09-13 ALEX HALL2022-09-13
5162020-01-01MARK BURRI2021-09-28 ALEX HALL2021-09-22
5162020-01-01MARK BURRI2021-09-28 ALEX HALL2021-09-22
5162019-01-01MARK BURRI2020-09-23 ALEX HALL2020-09-24
5162018-01-01ALEX HALL2019-09-11 MARK BURRI2019-09-11
5162017-01-01
5162016-01-01
5162015-01-01
5162014-01-01
5162013-01-01
5162012-01-01MIKE SWANSON
5162011-01-01GARY SAUNDERS
5162009-01-01GARY SAUNDERS

Plan Statistics for U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,165
Total number of active participants reported on line 7a of the Form 55002022-01-01911
Number of retired or separated participants receiving benefits2022-01-01267
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,178
Total participants2022-01-011,178
Number of employers contributing to the scheme2022-01-01124
2021: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,169
Total number of active participants reported on line 7a of the Form 55002021-01-01892
Number of retired or separated participants receiving benefits2021-01-01273
Total of all active and inactive participants2021-01-011,165
Number of employers contributing to the scheme2021-01-01147
2020: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,131
Total number of active participants reported on line 7a of the Form 55002020-01-01928
Number of retired or separated participants receiving benefits2020-01-01241
Total of all active and inactive participants2020-01-011,169
Number of employers contributing to the scheme2020-01-01151
2019: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,111
Total number of active participants reported on line 7a of the Form 55002019-01-01896
Number of retired or separated participants receiving benefits2019-01-01235
Total of all active and inactive participants2019-01-011,131
Number of employers contributing to the scheme2019-01-01135
2018: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,045
Total number of active participants reported on line 7a of the Form 55002018-01-01891
Number of retired or separated participants receiving benefits2018-01-01220
Total of all active and inactive participants2018-01-011,111
Number of employers contributing to the scheme2018-01-01148
2017: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,017
Total number of active participants reported on line 7a of the Form 55002017-01-01834
Number of retired or separated participants receiving benefits2017-01-01211
Total of all active and inactive participants2017-01-011,045
Number of employers contributing to the scheme2017-01-01141
2016: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01978
Total number of active participants reported on line 7a of the Form 55002016-01-01804
Number of retired or separated participants receiving benefits2016-01-01213
Total of all active and inactive participants2016-01-011,017
Number of employers contributing to the scheme2016-01-01144
2015: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01971
Total number of active participants reported on line 7a of the Form 55002015-01-01775
Number of retired or separated participants receiving benefits2015-01-01203
Total of all active and inactive participants2015-01-01978
Number of employers contributing to the scheme2015-01-01137
2014: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01874
Total number of active participants reported on line 7a of the Form 55002014-01-01759
Number of retired or separated participants receiving benefits2014-01-01212
Total of all active and inactive participants2014-01-01971
Number of employers contributing to the scheme2014-01-01131
2013: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01920
Total number of active participants reported on line 7a of the Form 55002013-01-01657
Number of retired or separated participants receiving benefits2013-01-01217
Total of all active and inactive participants2013-01-01874
Number of employers contributing to the scheme2013-01-01139
2012: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01830
Total number of active participants reported on line 7a of the Form 55002012-01-01716
Number of retired or separated participants receiving benefits2012-01-01204
Total of all active and inactive participants2012-01-01920
Number of employers contributing to the scheme2012-01-01182
2011: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01831
Total number of active participants reported on line 7a of the Form 55002011-01-01634
Number of retired or separated participants receiving benefits2011-01-01196
Total of all active and inactive participants2011-01-01830
Number of employers contributing to the scheme2011-01-01183
2009: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,053
Total number of active participants reported on line 7a of the Form 55002009-01-01708
Number of retired or separated participants receiving benefits2009-01-01198
Total of all active and inactive participants2009-01-01906
Number of employers contributing to the scheme2009-01-01160

Financial Data on U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$32,563
Total unrealized appreciation/depreciation of assets2022-12-31$32,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,052,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,627,813
Total income from all sources (including contributions)2022-12-31$31,260,956
Total of all expenses incurred2022-12-31$26,656,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$25,816,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$34,712,777
Value of total assets at end of year2022-12-31$59,271,196
Value of total assets at beginning of year2022-12-31$58,242,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$840,442
Total interest from all sources2022-12-31$152,751
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$703,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$703,167
Administrative expenses professional fees incurred2022-12-31$206,473
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,464,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$437,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$696,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,540,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$16,686,437
Administrative expenses (other) incurred2022-12-31$242,259
Liabilities. Value of operating payables at end of year2022-12-31$129,767
Liabilities. Value of operating payables at beginning of year2022-12-31$89,511
Total non interest bearing cash at end of year2022-12-31$25,520,155
Total non interest bearing cash at beginning of year2022-12-31$21,360,291
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$4,604,395
Value of net assets at end of year (total assets less liabilities)2022-12-31$43,218,961
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,614,566
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
Investment advisory and management fees2022-12-31$42,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,067,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,704,391
Interest earned on other investments2022-12-31$22,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,940,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$17,651,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$17,651,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$129,860
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$9,672,456
Asset value of US Government securities at end of year2022-12-31$5,874,549
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,340,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$31,248,587
Employer contributions (assets) at end of year2022-12-31$3,431,716
Employer contributions (assets) at beginning of year2022-12-31$2,830,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,143,663
Contract administrator fees2022-12-31$349,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$14,382,419
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,851,865
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 appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
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 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$28,344
Total unrealized appreciation/depreciation of assets2021-12-31$28,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,445,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,578,018
Total income from all sources (including contributions)2021-12-31$37,046,037
Total of all expenses incurred2021-12-31$35,430,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,271,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$33,756,749
Value of total assets at end of year2021-12-31$57,950,683
Value of total assets at beginning of year2021-12-31$55,466,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,158,324
Total interest from all sources2021-12-31$-11,609
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$262,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$262,402
Administrative expenses professional fees incurred2021-12-31$679,422
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,000,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$404,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$84,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$16,504,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$14,554,159
Other income not declared elsewhere2021-12-31$86,883
Administrative expenses (other) incurred2021-12-31$81,802
Liabilities. Value of operating payables at end of year2021-12-31$89,511
Liabilities. Value of operating payables at beginning of year2021-12-31$62,715
Total non interest bearing cash at end of year2021-12-31$21,360,291
Total non interest bearing cash at beginning of year2021-12-31$22,040,577
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$1,615,776
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,504,739
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,888,963
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
Investment advisory and management fees2021-12-31$43,591
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,704,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,514,132
Interest earned on other investments2021-12-31$-12,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$17,651,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,655,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,655,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$959
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$11,677,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,923,268
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$33,756,749
Employer contributions (assets) at end of year2021-12-31$2,830,472
Employer contributions (assets) at beginning of year2021-12-31$3,172,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,594,934
Contract administrator fees2021-12-31$353,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,851,865
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,961,144
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 appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$171,367
Total unrealized appreciation/depreciation of assets2020-12-31$171,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,969,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,868,067
Total income from all sources (including contributions)2020-12-31$33,022,566
Total of all expenses incurred2020-12-31$28,788,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$27,637,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,060,049
Value of total assets at end of year2020-12-31$54,606,445
Value of total assets at beginning of year2020-12-31$51,270,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,150,345
Total interest from all sources2020-12-31$33,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$178,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$178,281
Administrative expenses professional fees incurred2020-12-31$675,283
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,000,000
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,000,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$75,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$84,234
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$348,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,036,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,440,007
Other income not declared elsewhere2020-12-31$75,711
Administrative expenses (other) incurred2020-12-31$97,132
Liabilities. Value of operating payables at end of year2020-12-31$62,952
Liabilities. Value of operating payables at beginning of year2020-12-31$74,689
Total non interest bearing cash at end of year2020-12-31$21,180,041
Total non interest bearing cash at beginning of year2020-12-31$18,700,924
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$4,234,436
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,636,737
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,402,301
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
Investment advisory and management fees2020-12-31$39,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,514,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,832,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,655,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$476,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$476,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$33,870
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$12,495,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$503,288
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$32,060,049
Employer contributions (assets) at end of year2020-12-31$3,172,179
Employer contributions (assets) at beginning of year2020-12-31$2,912,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,067,480
Contract administrator fees2020-12-31$338,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,870,149
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,353,371
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 appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$271,443
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$271,443
Total unrealized appreciation/depreciation of assets2019-12-31$271,443
Total unrealized appreciation/depreciation of assets2019-12-31$271,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,868,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,868,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,286,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,286,652
Total income from all sources (including contributions)2019-12-31$38,154,170
Total income from all sources (including contributions)2019-12-31$38,154,170
Total of all expenses incurred2019-12-31$32,284,847
Total of all expenses incurred2019-12-31$32,284,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,183,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,183,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,345,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,345,904
Value of total assets at end of year2019-12-31$51,270,368
Value of total assets at end of year2019-12-31$51,270,368
Value of total assets at beginning of year2019-12-31$44,819,630
Value of total assets at beginning of year2019-12-31$44,819,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,101,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,101,484
Total interest from all sources2019-12-31$100,367
Total interest from all sources2019-12-31$100,367
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$328,454
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$328,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$328,454
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$328,454
Administrative expenses professional fees incurred2019-12-31$627,092
Administrative expenses professional fees incurred2019-12-31$627,092
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$2,500,000
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,000,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,000,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,000,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$10,687
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$10,687
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$348,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$348,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$237,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$237,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,440,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,236,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,236,740
Other income not declared elsewhere2019-12-31$1,329
Other income not declared elsewhere2019-12-31$1,329
Administrative expenses (other) incurred2019-12-31$116,672
Administrative expenses (other) incurred2019-12-31$116,672
Liabilities. Value of operating payables at end of year2019-12-31$74,689
Liabilities. Value of operating payables at end of year2019-12-31$74,689
Liabilities. Value of operating payables at beginning of year2019-12-31$74,567
Liabilities. Value of operating payables at beginning of year2019-12-31$74,567
Total non interest bearing cash at end of year2019-12-31$18,700,924
Total non interest bearing cash at end of year2019-12-31$18,700,924
Total non interest bearing cash at beginning of year2019-12-31$16,762,558
Total non interest bearing cash at beginning of year2019-12-31$16,762,558
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$5,869,323
Value of net income/loss2019-12-31$5,869,323
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,402,301
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,402,301
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,532,978
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,532,978
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
Investment advisory and management fees2019-12-31$37,532
Investment advisory and management fees2019-12-31$37,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,832,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,832,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,397,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,397,438
Interest earned on other investments2019-12-31$43,400
Interest earned on other investments2019-12-31$43,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$476,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$476,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$156,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$156,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$156,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$156,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$56,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$56,967
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$10,769,950
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$10,769,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,106,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,106,673
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$33,345,904
Contributions received in cash from employer2019-12-31$33,345,904
Employer contributions (assets) at end of year2019-12-31$2,912,533
Employer contributions (assets) at end of year2019-12-31$2,912,533
Employer contributions (assets) at beginning of year2019-12-31$3,265,150
Employer contributions (assets) at beginning of year2019-12-31$3,265,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,402,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,402,726
Contract administrator fees2019-12-31$320,188
Contract administrator fees2019-12-31$320,188
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,353,371
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,353,371
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,975,345
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,975,345
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 appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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 name2019-12-31EIDE BAILLY LLP
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,286,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,793,047
Total income from all sources (including contributions)2018-12-31$31,180,245
Total of all expenses incurred2018-12-31$31,288,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$30,191,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$31,548,513
Value of total assets at end of year2018-12-31$44,819,630
Value of total assets at beginning of year2018-12-31$45,434,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,096,726
Total interest from all sources2018-12-31$156,106
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$274,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$274,486
Administrative expenses professional fees incurred2018-12-31$663,911
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,000,000
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,000,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$142,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$237,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$70,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$13,236,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$13,060,519
Other income not declared elsewhere2018-12-31$275,253
Administrative expenses (other) incurred2018-12-31$106,894
Liabilities. Value of operating payables at end of year2018-12-31$74,567
Liabilities. Value of operating payables at beginning of year2018-12-31$115,542
Total non interest bearing cash at end of year2018-12-31$16,762,558
Total non interest bearing cash at beginning of year2018-12-31$20,122,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-108,153
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,532,978
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,641,131
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
Investment advisory and management fees2018-12-31$32,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,397,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,195,801
Interest earned on other investments2018-12-31$103,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$156,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$48,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$48,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$52,113
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$8,807,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,074,113
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$31,548,513
Employer contributions (assets) at end of year2018-12-31$3,265,150
Employer contributions (assets) at beginning of year2018-12-31$2,996,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,241,612
Contract administrator fees2018-12-31$293,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,975,345
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,616,986
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 appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$44,800
Total unrealized appreciation/depreciation of assets2017-12-31$44,800
Total transfer of assets to this plan2017-12-31$933,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,793,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,050,331
Total income from all sources (including contributions)2017-12-31$28,757,958
Total of all expenses incurred2017-12-31$24,796,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,773,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$26,133,191
Value of total assets at end of year2017-12-31$45,434,178
Value of total assets at beginning of year2017-12-31$36,797,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,023,755
Total interest from all sources2017-12-31$33,866
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$239,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$239,101
Administrative expenses professional fees incurred2017-12-31$656,362
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,000,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,000,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,035,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$70,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$17,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$13,060,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,628,175
Other income not declared elsewhere2017-12-31$74,222
Administrative expenses (other) incurred2017-12-31$75,033
Liabilities. Value of operating payables at end of year2017-12-31$115,542
Liabilities. Value of operating payables at beginning of year2017-12-31$115,408
Total non interest bearing cash at end of year2017-12-31$20,122,553
Total non interest bearing cash at beginning of year2017-12-31$14,891,926
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$3,960,989
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,641,131
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,746,835
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
Investment advisory and management fees2017-12-31$33,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,195,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,624,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$48,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$102,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$102,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$33,866
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$8,296,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,232,778
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$26,133,191
Employer contributions (assets) at end of year2017-12-31$2,996,845
Employer contributions (assets) at beginning of year2017-12-31$2,160,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,441,343
Contract administrator fees2017-12-31$258,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,616,986
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,306,748
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VAVRINEK TRINE DAY & CO., LLP
Accountancy firm EIN2017-12-31952648289
2016 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$59,500
Total unrealized appreciation/depreciation of assets2016-12-31$59,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,050,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,184,325
Total income from all sources (including contributions)2016-12-31$23,519,290
Total of all expenses incurred2016-12-31$19,118,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,228,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,058,281
Value of total assets at end of year2016-12-31$36,797,166
Value of total assets at beginning of year2016-12-31$31,530,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$890,122
Total interest from all sources2016-12-31$36,246
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$218,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$218,615
Administrative expenses professional fees incurred2016-12-31$546,857
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,000,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,000,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$17,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,676,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,628,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,779,962
Other income not declared elsewhere2016-12-31$64,593
Administrative expenses (other) incurred2016-12-31$78,991
Liabilities. Value of operating payables at end of year2016-12-31$115,408
Liabilities. Value of operating payables at beginning of year2016-12-31$124,377
Total non interest bearing cash at end of year2016-12-31$14,891,926
Total non interest bearing cash at beginning of year2016-12-31$10,597,974
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$4,400,471
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,746,835
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,346,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$30,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,624,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,172,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$102,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$154,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$154,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$36,246
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$6,787,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,082,055
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$22,058,281
Employer contributions (assets) at end of year2016-12-31$2,160,855
Employer contributions (assets) at beginning of year2016-12-31$1,929,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,441,508
Contract administrator fees2016-12-31$233,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,306,748
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,279,986
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HEMMING MORSE CPAS AND CONSULTANTA
Accountancy firm EIN2016-12-31300702322
2015 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$42,827
Total unrealized appreciation/depreciation of assets2015-12-31$42,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,184,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,259,774
Total income from all sources (including contributions)2015-12-31$20,457,002
Total of all expenses incurred2015-12-31$19,319,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,390,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,273,304
Value of total assets at end of year2015-12-31$31,530,689
Value of total assets at beginning of year2015-12-31$27,468,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$929,413
Total interest from all sources2015-12-31$35,756
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$198,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$198,786
Administrative expenses professional fees incurred2015-12-31$563,816
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,000,000
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,108,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,676,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,600,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,779,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,552,401
Other income not declared elsewhere2015-12-31$65,837
Administrative expenses (other) incurred2015-12-31$109,668
Liabilities. Value of operating payables at end of year2015-12-31$124,377
Liabilities. Value of operating payables at beginning of year2015-12-31$160,917
Total non interest bearing cash at end of year2015-12-31$10,597,974
Total non interest bearing cash at beginning of year2015-12-31$6,844,915
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$1,137,425
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,346,364
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,208,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$29,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,172,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,132,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$154,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$35,756
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$7,128,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-159,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$20,273,304
Employer contributions (assets) at end of year2015-12-31$1,929,337
Employer contributions (assets) at beginning of year2015-12-31$1,778,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,262,017
Contract administrator fees2015-12-31$226,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,279,986
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,546,456
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HEMMING MORSE CPAS & CONSULTANTS
Accountancy firm EIN2015-12-31300702322
2014 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$65,000
Total unrealized appreciation/depreciation of assets2014-12-31$65,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,259,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,761,286
Total income from all sources (including contributions)2014-12-31$20,428,301
Total of all expenses incurred2014-12-31$18,062,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,112,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,151,922
Value of total assets at end of year2014-12-31$27,468,713
Value of total assets at beginning of year2014-12-31$24,604,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$949,626
Total interest from all sources2014-12-31$25,545
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$175,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$175,791
Administrative expenses professional fees incurred2014-12-31$591,292
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,108,324
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,097,132
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,600,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,047,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,552,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,257,982
Other income not declared elsewhere2014-12-31$54,548
Administrative expenses (other) incurred2014-12-31$114,302
Liabilities. Value of operating payables at end of year2014-12-31$160,917
Liabilities. Value of operating payables at beginning of year2014-12-31$88,650
Total non interest bearing cash at end of year2014-12-31$6,844,915
Total non interest bearing cash at beginning of year2014-12-31$6,059,005
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$2,366,003
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,208,939
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,842,936
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$28,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,132,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,947,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$25,545
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$6,766,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$955,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$19,151,922
Employer contributions (assets) at end of year2014-12-31$1,778,860
Employer contributions (assets) at beginning of year2014-12-31$1,449,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,345,869
Contract administrator fees2014-12-31$215,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,546,456
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,414,654
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
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 name2014-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2014-12-31300702322
2013 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$80,731
Total unrealized appreciation/depreciation of assets2013-12-31$80,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,761,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,563,974
Total income from all sources (including contributions)2013-12-31$19,557,737
Total of all expenses incurred2013-12-31$17,368,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,569,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,117,836
Value of total assets at end of year2013-12-31$24,604,222
Value of total assets at beginning of year2013-12-31$21,218,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$799,613
Total interest from all sources2013-12-31$27,668
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$154,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$154,254
Administrative expenses professional fees incurred2013-12-31$496,208
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,097,132
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,016,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,047,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$717,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,257,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,644,252
Other income not declared elsewhere2013-12-31$85,878
Administrative expenses (other) incurred2013-12-31$49,166
Liabilities. Value of operating payables at end of year2013-12-31$88,650
Liabilities. Value of operating payables at beginning of year2013-12-31$75,684
Total non interest bearing cash at end of year2013-12-31$6,059,005
Total non interest bearing cash at beginning of year2013-12-31$5,258,452
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$2,188,834
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,842,936
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,654,102
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$25,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,947,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,701,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$27,668
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,404,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,091,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,117,836
Employer contributions (assets) at end of year2013-12-31$1,449,935
Employer contributions (assets) at beginning of year2013-12-31$1,520,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,164,937
Contract administrator fees2013-12-31$228,727
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,414,654
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,844,038
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2013-12-31300702322
2012 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-1,731,018
Total unrealized appreciation/depreciation of assets2012-12-31$-1,731,018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,563,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,848,781
Total income from all sources (including contributions)2012-12-31$18,217,742
Total loss/gain on sale of assets2012-12-31$1,887,368
Total of all expenses incurred2012-12-31$16,574,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,796,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,225,269
Value of total assets at end of year2012-12-31$21,218,076
Value of total assets at beginning of year2012-12-31$17,859,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$777,978
Total interest from all sources2012-12-31$9,834
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$121,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$121,809
Administrative expenses professional fees incurred2012-12-31$459,035
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,016,400
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,294,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$717,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$438,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,644,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,298,121
Other income not declared elsewhere2012-12-31$99,339
Administrative expenses (other) incurred2012-12-31$55,799
Liabilities. Value of operating payables at end of year2012-12-31$75,684
Liabilities. Value of operating payables at beginning of year2012-12-31$90,209
Total non interest bearing cash at end of year2012-12-31$5,258,452
Total non interest bearing cash at beginning of year2012-12-31$3,112,222
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$1,643,067
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,654,102
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,011,035
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$23,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,701,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,538,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,834
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,170,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$605,141
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$17,225,269
Employer contributions (assets) at end of year2012-12-31$1,520,594
Employer contributions (assets) at beginning of year2012-12-31$1,470,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,626,436
Contract administrator fees2012-12-31$239,495
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
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,844,038
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,460,451
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$8,434,575
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,547,207
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 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$225,511
Total unrealized appreciation/depreciation of assets2011-12-31$225,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,848,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,054,613
Total income from all sources (including contributions)2011-12-31$14,101,161
Total of all expenses incurred2011-12-31$12,248,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,513,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,642,382
Value of total assets at end of year2011-12-31$17,859,816
Value of total assets at beginning of year2011-12-31$16,213,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$735,705
Total interest from all sources2011-12-31$4,354
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$85,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$85,929
Administrative expenses professional fees incurred2011-12-31$435,769
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,294,625
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,069,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$438,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$336,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,298,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,313,214
Other income not declared elsewhere2011-12-31$180,091
Administrative expenses (other) incurred2011-12-31$53,442
Liabilities. Value of operating payables at end of year2011-12-31$90,209
Liabilities. Value of operating payables at beginning of year2011-12-31$69,373
Total non interest bearing cash at end of year2011-12-31$3,112,222
Total non interest bearing cash at beginning of year2011-12-31$2,021,366
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$1,852,222
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,011,035
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,158,813
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$22,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,538,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,490,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,354
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,601,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-37,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$13,642,382
Employer contributions (assets) at end of year2011-12-31$1,470,232
Employer contributions (assets) at beginning of year2011-12-31$1,291,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,911,746
Contract administrator fees2011-12-31$223,879
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,460,451
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,672,026
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
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 : U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$59,032
Total unrealized appreciation/depreciation of assets2010-12-31$59,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,054,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,493,339
Total income from all sources (including contributions)2010-12-31$14,658,143
Total of all expenses incurred2010-12-31$13,171,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,446,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,098,599
Value of total assets at end of year2010-12-31$16,213,426
Value of total assets at beginning of year2010-12-31$15,165,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$724,925
Total interest from all sources2010-12-31$109,985
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$81,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$81,263
Administrative expenses professional fees incurred2010-12-31$402,513
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,069,114
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$7,843,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$336,740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$262,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,313,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,507,075
Other income not declared elsewhere2010-12-31$720,492
Administrative expenses (other) incurred2010-12-31$63,865
Liabilities. Value of operating payables at end of year2010-12-31$69,373
Liabilities. Value of operating payables at beginning of year2010-12-31$66,056
Total non interest bearing cash at end of year2010-12-31$2,021,366
Total non interest bearing cash at beginning of year2010-12-31$1,443,426
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$1,486,786
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,158,813
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,672,027
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$21,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,490,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,090,111
Interest earned on other investments2010-12-31$103,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$184,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$184,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,653
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,438,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$588,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,098,599
Employer contributions (assets) at end of year2010-12-31$1,291,260
Employer contributions (assets) at beginning of year2010-12-31$1,341,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,007,801
Contract administrator fees2010-12-31$236,875
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
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,672,026
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,920,208
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HEMMING MORSE CPAS & CONSULTANTS
Accountancy firm EIN2010-12-31942723629

Form 5500 Responses for U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND

2022: U.A. LOCAL 467 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.A. LOCAL 467 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.A. LOCAL 467 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.A. LOCAL 467 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.A. LOCAL 467 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.A. LOCAL 467 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.A. LOCAL 467 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.A. LOCAL 467 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.A. LOCAL 467 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: U.A. LOCAL 467 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number837
Policy instance 5
Insurance contract or identification number837
Number of Individuals Covered72
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,791,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30923
Policy instance 4
Insurance contract or identification numberHCL30923
Number of Individuals Covered411
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $240,164
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 number8052
Policy instance 3
Insurance contract or identification number8052
Number of Individuals Covered1638
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,014,788
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 number00400600
Policy instance 2
Insurance contract or identification number00400600
Number of Individuals Covered1206
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
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5011
Policy instance 1
Insurance contract or identification number5011
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,248
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 number8052
Policy instance 1
Insurance contract or identification number8052
Number of Individuals Covered1649
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $10,677,456
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 number00400600
Policy instance 2
Insurance contract or identification number00400600
Number of Individuals Covered1191
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $201,863
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 number937
Policy instance 3
Insurance contract or identification number937
Number of Individuals Covered72
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $504,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30923
Policy instance 4
Insurance contract or identification numberHCL30923
Number of Individuals Covered408
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $219,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5011
Policy instance 5
Insurance contract or identification number5011
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5011
Policy instance 5
Insurance contract or identification number5011
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30923
Policy instance 4
Insurance contract or identification numberHCL30923
Number of Individuals Covered417
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $186,344
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 number937
Policy instance 3
Insurance contract or identification number937
Number of Individuals Covered104
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $648,764
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 number00400600
Policy instance 2
Insurance contract or identification number00400600
Number of Individuals Covered1198
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $199,516
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 number8052
Policy instance 1
Insurance contract or identification number8052
Number of Individuals Covered1615
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $10,062,921
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 number8052
Policy instance 1
Insurance contract or identification number8052
Number of Individuals Covered1557
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $9,507,498
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 number00400600
Policy instance 2
Insurance contract or identification number00400600
Number of Individuals Covered1189
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $192,946
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 number937
Policy instance 3
Insurance contract or identification number937
Number of Individuals Covered120
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $654,158
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 number8052
Policy instance 1
Insurance contract or identification number8052
Number of Individuals Covered1414
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $7,309,742
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 number00400600
Policy instance 2
Insurance contract or identification number00400600
Number of Individuals Covered1153
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $178,261
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 number937
Policy instance 3
Insurance contract or identification number937
Number of Individuals Covered116
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $588,424
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 number937
Policy instance 3
Insurance contract or identification number937
Number of Individuals Covered100
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $479,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00400600
Policy instance 2
Insurance contract or identification number00400600
Number of Individuals Covered1071
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $182,307
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number8052
Policy instance 1
Insurance contract or identification number8052
Number of Individuals Covered1304
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $6,435,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE

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