NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND
401k plan membership statisitcs for NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND
Measure | Date | Value |
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2023 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2023 401k financial data |
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Total plan liabilities at end of year | 2023-05-31 | $4,008 |
Total plan liabilities at beginning of year | 2023-05-31 | $4,929 |
Total income from all sources | 2023-05-31 | $140,946 |
Expenses. Total of all expenses incurred | 2023-05-31 | $180,845 |
Benefits paid (including direct rollovers) | 2023-05-31 | $145,880 |
Total plan assets at end of year | 2023-05-31 | $136,598 |
Total plan assets at beginning of year | 2023-05-31 | $177,418 |
Expenses. Other expenses not covered elsewhere | 2023-05-31 | $34,965 |
Other income received | 2023-05-31 | $-64 |
Net income (gross income less expenses) | 2023-05-31 | $-39,899 |
Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $132,590 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $172,489 |
Total contributions received or receivable from employer(s) | 2023-05-31 | $141,010 |
2022 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2022 401k financial data |
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Total plan liabilities at end of year | 2022-05-31 | $4,929 |
Total plan liabilities at beginning of year | 2022-05-31 | $4,504 |
Total income from all sources | 2022-05-31 | $131,470 |
Expenses. Total of all expenses incurred | 2022-05-31 | $173,155 |
Benefits paid (including direct rollovers) | 2022-05-31 | $136,474 |
Total plan assets at end of year | 2022-05-31 | $177,418 |
Total plan assets at beginning of year | 2022-05-31 | $218,678 |
Expenses. Other expenses not covered elsewhere | 2022-05-31 | $36,681 |
Other income received | 2022-05-31 | $-1,946 |
Net income (gross income less expenses) | 2022-05-31 | $-41,685 |
Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $172,489 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $214,174 |
Total contributions received or receivable from employer(s) | 2022-05-31 | $133,416 |
2021 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2021 401k financial data |
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Total plan liabilities at end of year | 2021-05-31 | $4,504 |
Total plan liabilities at beginning of year | 2021-05-31 | $4,901 |
Total income from all sources | 2021-05-31 | $161,301 |
Expenses. Total of all expenses incurred | 2021-05-31 | $176,307 |
Benefits paid (including direct rollovers) | 2021-05-31 | $133,847 |
Total plan assets at end of year | 2021-05-31 | $218,678 |
Total plan assets at beginning of year | 2021-05-31 | $234,081 |
Expenses. Other expenses not covered elsewhere | 2021-05-31 | $4,500 |
Other income received | 2021-05-31 | $25,389 |
Net income (gross income less expenses) | 2021-05-31 | $-15,006 |
Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $214,174 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $229,180 |
Total contributions received or receivable from employer(s) | 2021-05-31 | $135,912 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $37,960 |
2020 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2020 401k financial data |
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Total plan liabilities at end of year | 2020-05-31 | $4,901 |
Total plan liabilities at beginning of year | 2020-05-31 | $5,092 |
Total income from all sources | 2020-05-31 | $148,741 |
Expenses. Total of all expenses incurred | 2020-05-31 | $178,470 |
Benefits paid (including direct rollovers) | 2020-05-31 | $136,353 |
Total plan assets at end of year | 2020-05-31 | $234,081 |
Total plan assets at beginning of year | 2020-05-31 | $264,001 |
Expenses. Other expenses not covered elsewhere | 2020-05-31 | $4,500 |
Other income received | 2020-05-31 | $12,061 |
Net income (gross income less expenses) | 2020-05-31 | $-29,729 |
Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $229,180 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $258,909 |
Total contributions received or receivable from employer(s) | 2020-05-31 | $136,680 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $37,617 |
2019 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2019 401k financial data |
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Total plan liabilities at end of year | 2019-05-31 | $5,092 |
Total plan liabilities at beginning of year | 2019-05-31 | $4,889 |
Total income from all sources | 2019-05-31 | $136,555 |
Expenses. Total of all expenses incurred | 2019-05-31 | $176,144 |
Benefits paid (including direct rollovers) | 2019-05-31 | $128,106 |
Total plan assets at end of year | 2019-05-31 | $264,001 |
Total plan assets at beginning of year | 2019-05-31 | $303,387 |
Expenses. Other expenses not covered elsewhere | 2019-05-31 | $4,500 |
Other income received | 2019-05-31 | $7,228 |
Net income (gross income less expenses) | 2019-05-31 | $-39,589 |
Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $258,909 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $298,498 |
Total contributions received or receivable from employer(s) | 2019-05-31 | $129,327 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $43,538 |
2018 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2018 401k financial data |
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Total plan liabilities at end of year | 2018-05-31 | $4,889 |
Total plan liabilities at beginning of year | 2018-05-31 | $4,980 |
Total income from all sources | 2018-05-31 | $132,659 |
Expenses. Total of all expenses incurred | 2018-05-31 | $168,107 |
Benefits paid (including direct rollovers) | 2018-05-31 | $124,350 |
Total plan assets at end of year | 2018-05-31 | $303,387 |
Total plan assets at beginning of year | 2018-05-31 | $338,926 |
Expenses. Other expenses not covered elsewhere | 2018-05-31 | $4,500 |
Other income received | 2018-05-31 | $7,707 |
Net income (gross income less expenses) | 2018-05-31 | $-35,448 |
Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $298,498 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $333,946 |
Total contributions received or receivable from employer(s) | 2018-05-31 | $124,952 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $39,257 |
2017 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2017 401k financial data |
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Total plan liabilities at end of year | 2017-05-31 | $4,980 |
Total plan liabilities at beginning of year | 2017-05-31 | $5,418 |
Total income from all sources | 2017-05-31 | $490,288 |
Expenses. Total of all expenses incurred | 2017-05-31 | $503,645 |
Benefits paid (including direct rollovers) | 2017-05-31 | $455,400 |
Total plan assets at end of year | 2017-05-31 | $338,926 |
Total plan assets at beginning of year | 2017-05-31 | $352,721 |
Expenses. Other expenses not covered elsewhere | 2017-05-31 | $4,500 |
Other income received | 2017-05-31 | $14,824 |
Net income (gross income less expenses) | 2017-05-31 | $-13,357 |
Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $333,946 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $347,303 |
Total contributions received or receivable from employer(s) | 2017-05-31 | $475,464 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $43,745 |
2016 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
Was this plan covered by a fidelity bond | 2016-05-31 | No |
If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
Did the plan have assets held for investment | 2016-05-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
2015 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2015 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2015-05-31 | $-2,146 |
Total unrealized appreciation/depreciation of assets | 2015-05-31 | $-2,146 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $5,680 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $7,329 |
Total income from all sources (including contributions) | 2015-05-31 | $793,505 |
Total of all expenses incurred | 2015-05-31 | $818,046 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $758,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $787,032 |
Value of total assets at end of year | 2015-05-31 | $384,929 |
Value of total assets at beginning of year | 2015-05-31 | $411,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $59,274 |
Total interest from all sources | 2015-05-31 | $137 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $8,482 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-05-31 | $8,482 |
Administrative expenses professional fees incurred | 2015-05-31 | $4,500 |
Was this plan covered by a fidelity bond | 2015-05-31 | No |
If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
Contributions received from participants | 2015-05-31 | $558 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-05-31 | $118 |
Administrative expenses (other) incurred | 2015-05-31 | $54,774 |
Liabilities. Value of operating payables at end of year | 2015-05-31 | $5,680 |
Liabilities. Value of operating payables at beginning of year | 2015-05-31 | $6,759 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
Value of net income/loss | 2015-05-31 | $-24,541 |
Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $379,249 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $403,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $178,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $172,326 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $203,095 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $237,670 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $237,670 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $137 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-05-31 | $758,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
Contributions received in cash from employer | 2015-05-31 | $786,474 |
Employer contributions (assets) at end of year | 2015-05-31 | $1,856 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-05-31 | $452 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-05-31 | $1,316 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-05-31 | $1,123 |
Did the plan have assets held for investment | 2015-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Unqualified |
Accountancy firm name | 2015-05-31 | GERALD L. BANKOWSKI, CPA |
Accountancy firm EIN | 2015-05-31 | 042649836 |
2014 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2014 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2014-05-31 | $6,383 |
Total unrealized appreciation/depreciation of assets | 2014-05-31 | $6,383 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $7,329 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $9,114 |
Total income from all sources (including contributions) | 2014-05-31 | $838,577 |
Total loss/gain on sale of assets | 2014-05-31 | $0 |
Total of all expenses incurred | 2014-05-31 | $842,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $780,917 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $825,679 |
Value of total assets at end of year | 2014-05-31 | $411,119 |
Value of total assets at beginning of year | 2014-05-31 | $416,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $61,248 |
Total interest from all sources | 2014-05-31 | $103 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
Administrative expenses professional fees incurred | 2014-05-31 | $4,500 |
Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
Value of fidelity bond cover | 2014-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
Contributions received from participants | 2014-05-31 | $1,289 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-05-31 | $49,121 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-05-31 | $1,196 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-05-31 | $118 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-05-31 | $104 |
Administrative expenses (other) incurred | 2014-05-31 | $56,748 |
Liabilities. Value of operating payables at end of year | 2014-05-31 | $6,759 |
Liabilities. Value of operating payables at beginning of year | 2014-05-31 | $9,010 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Value of net income/loss | 2014-05-31 | $-3,588 |
Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $403,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $407,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $172,326 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $159,532 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $237,670 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $254,396 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $254,396 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $103 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-05-31 | $731,796 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $6,412 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
Contributions received in cash from employer | 2014-05-31 | $824,390 |
Liabilities. Value of benefit claims payable at end of year | 2014-05-31 | $452 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-05-31 | $1,123 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-05-31 | $1,368 |
Did the plan have assets held for investment | 2014-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Unqualified |
Accountancy firm name | 2014-05-31 | MICHAEL J. SMITH, CPA |
Accountancy firm EIN | 2014-05-31 | 028429746 |
2013 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2013 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2013-05-31 | $9,358 |
Total unrealized appreciation/depreciation of assets | 2013-05-31 | $9,358 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $9,114 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $9,243 |
Total income from all sources (including contributions) | 2013-05-31 | $954,457 |
Total loss/gain on sale of assets | 2013-05-31 | $0 |
Total of all expenses incurred | 2013-05-31 | $942,128 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $881,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $938,291 |
Value of total assets at end of year | 2013-05-31 | $416,492 |
Value of total assets at beginning of year | 2013-05-31 | $404,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $60,922 |
Total interest from all sources | 2013-05-31 | $95 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
Administrative expenses professional fees incurred | 2013-05-31 | $4,500 |
Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
Value of fidelity bond cover | 2013-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
Contributions received from participants | 2013-05-31 | $1,793 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-05-31 | $81,743 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $1,196 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-05-31 | $104 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-05-31 | $42 |
Administrative expenses (other) incurred | 2013-05-31 | $56,422 |
Liabilities. Value of operating payables at end of year | 2013-05-31 | $9,010 |
Liabilities. Value of operating payables at beginning of year | 2013-05-31 | $9,040 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Value of net income/loss | 2013-05-31 | $12,329 |
Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $407,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $395,049 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $159,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $173,461 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $254,396 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $228,277 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $228,277 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $95 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-05-31 | $798,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $6,713 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
Contributions received in cash from employer | 2013-05-31 | $936,498 |
Employer contributions (assets) at beginning of year | 2013-05-31 | $1,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $1,405 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-05-31 | No |
Liabilities. Value of benefit claims payable at beginning of year | 2013-05-31 | $161 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-05-31 | $1,368 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-05-31 | $1,491 |
Did the plan have assets held for investment | 2013-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Unqualified |
Accountancy firm name | 2013-05-31 | MICHAEL J. SMITH CPA |
Accountancy firm EIN | 2013-05-31 | 028429746 |
2012 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2012 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $-1,935 |
Total unrealized appreciation/depreciation of assets | 2012-05-31 | $-1,935 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $9,243 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $7,048 |
Total income from all sources (including contributions) | 2012-05-31 | $1,014,388 |
Total of all expenses incurred | 2012-05-31 | $1,021,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $957,789 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $1,009,429 |
Value of total assets at end of year | 2012-05-31 | $404,292 |
Value of total assets at beginning of year | 2012-05-31 | $409,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $63,990 |
Total interest from all sources | 2012-05-31 | $222 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
Administrative expenses professional fees incurred | 2012-05-31 | $4,563 |
Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
Value of fidelity bond cover | 2012-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
Contributions received from participants | 2012-05-31 | $2,002 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-05-31 | $88,051 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-05-31 | $13,740 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-05-31 | $42 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-05-31 | $32 |
Administrative expenses (other) incurred | 2012-05-31 | $59,427 |
Liabilities. Value of operating payables at end of year | 2012-05-31 | $9,040 |
Liabilities. Value of operating payables at beginning of year | 2012-05-31 | $7,016 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Value of net income/loss | 2012-05-31 | $-7,391 |
Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $395,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $402,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $173,461 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $168,725 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $228,277 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $224,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $224,922 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $222 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-05-31 | $867,008 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $6,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
Contributions received in cash from employer | 2012-05-31 | $1,007,427 |
Employer contributions (assets) at end of year | 2012-05-31 | $1,063 |
Employer contributions (assets) at beginning of year | 2012-05-31 | $1,132 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $2,730 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-05-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-05-31 | $161 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-05-31 | $1,491 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-05-31 | $969 |
Did the plan have assets held for investment | 2012-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Unqualified |
Accountancy firm name | 2012-05-31 | ACCOUNTING OFFICE MICHAEL P. ROSS |
Accountancy firm EIN | 2012-05-31 | 300293272 |
2011 : NEW ENGLAND JOINT BOARD HEALTH & WELFARE FUND 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $9,656 |
Total unrealized appreciation/depreciation of assets | 2011-05-31 | $9,656 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $7,048 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $15,706 |
Total income from all sources (including contributions) | 2011-05-31 | $1,111,286 |
Total of all expenses incurred | 2011-05-31 | $1,096,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $1,031,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $1,093,480 |
Value of total assets at end of year | 2011-05-31 | $409,488 |
Value of total assets at beginning of year | 2011-05-31 | $403,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $64,757 |
Total interest from all sources | 2011-05-31 | $591 |
Administrative expenses professional fees incurred | 2011-05-31 | $4,500 |
Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
Value of fidelity bond cover | 2011-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
Contributions received from participants | 2011-05-31 | $32,026 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-05-31 | $81,449 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-05-31 | $13,740 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $5,538 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-05-31 | $32 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-05-31 | $2,231 |
Administrative expenses (other) incurred | 2011-05-31 | $60,257 |
Liabilities. Value of operating payables at end of year | 2011-05-31 | $7,016 |
Liabilities. Value of operating payables at beginning of year | 2011-05-31 | $7,153 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Value of net income/loss | 2011-05-31 | $15,024 |
Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $402,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $387,416 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $168,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $151,510 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $224,922 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $243,070 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $243,070 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $591 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-05-31 | $946,661 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $7,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
Contributions received in cash from employer | 2011-05-31 | $1,061,454 |
Employer contributions (assets) at end of year | 2011-05-31 | $1,132 |
Employer contributions (assets) at beginning of year | 2011-05-31 | $984 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $3,395 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-05-31 | No |
Liabilities. Value of benefit claims payable at beginning of year | 2011-05-31 | $6,322 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-05-31 | $969 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-05-31 | $2,020 |
Did the plan have assets held for investment | 2011-05-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Unqualified |
Accountancy firm name | 2011-05-31 | ACCOUNTING OFFICE MICHAEL P. ROSS |
Accountancy firm EIN | 2011-05-31 | 300293272 |
MWG ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 14 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
Policy contract number | 26867 |
Policy instance | 2 |
Insurance contract or identification number | 26867 | Number of Individuals Covered | 21 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MWG ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 16460 |
Policy instance | 1 |
Insurance contract or identification number | 16460 | Number of Individuals Covered | 4 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MWG ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 14 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
Policy contract number | 26867 |
Policy instance | 2 |
Insurance contract or identification number | 26867 | Number of Individuals Covered | 21 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MWG ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 16460 |
Policy instance | 1 |
Insurance contract or identification number | 16460 | Number of Individuals Covered | 4 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
Policy contract number | 2017/D/S |
Policy instance | 1 |
Insurance contract or identification number | 2017/D/S | Number of Individuals Covered | 5 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MWG ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 16460 |
Policy instance | 2 |
Insurance contract or identification number | 16460 | Number of Individuals Covered | 4 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
Policy contract number | 007978 |
Policy instance | 3 |
Insurance contract or identification number | 007978 | Number of Individuals Covered | 9 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
Policy contract number | 26867 |
Policy instance | 4 |
Insurance contract or identification number | 26867 | Number of Individuals Covered | 24 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
Policy contract number | 26867 |
Policy instance | 4 |
Insurance contract or identification number | 26867 | Number of Individuals Covered | 27 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
Policy contract number | 007978 |
Policy instance | 3 |
Insurance contract or identification number | 007978 | Number of Individuals Covered | 10 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MWG ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 16460 |
Policy instance | 2 |
Insurance contract or identification number | 16460 | Number of Individuals Covered | 4 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
Policy contract number | 2017/D/S |
Policy instance | 1 |
Insurance contract or identification number | 2017/D/S | Number of Individuals Covered | 4 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
Policy contract number | 26867 |
Policy instance | 4 |
Insurance contract or identification number | 26867 | Number of Individuals Covered | 28 | Total amount of commissions paid to insurance broker | USD $950 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $950 | Insurance broker name | LIFE PLUS INSURANCE AGENCY INC |
|
DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
Policy contract number | 007978 |
Policy instance | 3 |
Insurance contract or identification number | 007978 | Number of Individuals Covered | 11 | Total amount of commissions paid to insurance broker | USD $1,145 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,145 | Insurance broker name | THE BOYLE GROUP INC. |
|
MWG ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 16460 |
Policy instance | 2 |
Insurance contract or identification number | 16460 | Number of Individuals Covered | 4 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
Policy contract number | 2017D/S |
Policy instance | 1 |
Insurance contract or identification number | 2017D/S | Number of Individuals Covered | 4 | Insurance policy start date | 2016-06-01 | Insurance policy end date | 2017-05-31 | Total amount of commissions paid to insurance broker | USD $1,046 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,046 | Insurance broker name | THE BOYLE GROUP, INC |
|
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 ) |
Policy contract number | 096110 |
Policy instance | 1 |
Insurance contract or identification number | 096110 | Number of Individuals Covered | 59 | Insurance policy start date | 2015-06-01 | Insurance policy end date | 2016-01-31 | Total amount of commissions paid to insurance broker | USD $9,206 | Welfare Benefit Premiums Paid to Carrier | USD $392,747 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,206 | Insurance broker name | BRIAN J. BOYLE |
|
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
Policy contract number | 56249000 |
Policy instance | 2 |
Insurance contract or identification number | 56249000 | Number of Individuals Covered | 57 | Insurance policy start date | 2016-02-01 | Insurance policy end date | 2016-05-31 | Total amount of commissions paid to insurance broker | USD $2,188 | Welfare Benefit Premiums Paid to Carrier | USD $182,324 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,188 | Insurance broker name | BRIAN J. BOYLE |
|
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
Policy contract number | 2017S, 2017D |
Policy instance | 3 |
Insurance contract or identification number | 2017S, 2017D | Number of Individuals Covered | 5 | Insurance policy start date | 2015-06-01 | Insurance policy end date | 2016-05-31 | Total amount of commissions paid to insurance broker | USD $1,047 | Welfare Benefit Premiums Paid to Carrier | USD $24,180 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,047 | Insurance broker name | BRIAN BOYLE |
|
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 ) |
Policy contract number | 097585 |
Policy instance | 2 |
Insurance contract or identification number | 097585 | Number of Individuals Covered | 6 | Insurance policy start date | 2014-06-01 | Insurance policy end date | 2015-01-31 | Total amount of commissions paid to insurance broker | USD $681 | Welfare Benefit Premiums Paid to Carrier | USD $26,422 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $681 | Insurance broker name | BRIAN J. BOYLE |
|
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 ) |
Policy contract number | 096110 |
Policy instance | 1 |
Insurance contract or identification number | 096110 | Number of Individuals Covered | 66 | Insurance policy start date | 2014-06-01 | Insurance policy end date | 2015-05-31 | Total amount of commissions paid to insurance broker | USD $17,441 | Welfare Benefit Premiums Paid to Carrier | USD $643,084 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,441 | Insurance broker name | BRIAN J. BOYLE |
|
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 ) |
Policy contract number | 2017S |
Policy instance | 3 |
Insurance contract or identification number | 2017S | Number of Individuals Covered | 5 | Insurance policy start date | 2015-02-01 | Insurance policy end date | 2015-05-31 | Total amount of commissions paid to insurance broker | USD $318 | Welfare Benefit Premiums Paid to Carrier | USD $4,540 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $318 | Insurance broker name | BRIAN BOYLE |
|
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
Policy contract number | 096110 |
Policy instance | 1 |
Insurance contract or identification number | 096110 | Number of Individuals Covered | 69 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | Total amount of commissions paid to insurance broker | USD $17,515 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $649,287 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,515 | Insurance broker name | BRIAN J. BOYLE |
|
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
Policy contract number | 097585 |
Policy instance | 2 |
Insurance contract or identification number | 097585 | Number of Individuals Covered | 8 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | Total amount of commissions paid to insurance broker | USD $1,269 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $47,033 | Commission paid to Insurance Broker | USD $1,269 | Insurance broker name | BRIAN J. BOYLE |
|
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
Policy contract number | 096110 |
Policy instance | 1 |
Insurance contract or identification number | 096110 | Number of Individuals Covered | 112 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | Total amount of commissions paid to insurance broker | USD $17,071 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $741,656 | Commission paid to Insurance Broker | USD $17,071 | Insurance broker name | BRIAN J. BOYLE |
|
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
Policy contract number | G232333 |
Policy instance | 2 |
Insurance contract or identification number | G232333 | Number of Individuals Covered | 35 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2012-05-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D SUPPLEMENTAL LIFEW | Welfare Benefit Premiums Paid to Carrier | USD $7,275 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
Policy contract number | 096110 |
Policy instance | 1 |
Insurance contract or identification number | 096110 | Number of Individuals Covered | 112 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2012-05-31 | Total amount of commissions paid to insurance broker | USD $20,830 | Welfare Benefit Premiums Paid to Carrier | USD $856,179 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
Policy contract number | G232333 |
Policy instance | 2 |
Insurance contract or identification number | G232333 | Number of Individuals Covered | 35 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, SUPPLEMENTAL LIFE | Welfare Benefit Premiums Paid to Carrier | USD $7,427 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 ) |
Policy contract number | 096110 |
Policy instance | 1 |
Insurance contract or identification number | 096110 | Number of Individuals Covered | 61 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|