BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UAW LOCAL 2179 HEALTH AND WELFARE PLAN
| Measure | Date | Value |
|---|
| 2022 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-209,792 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-209,792 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $75,039 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $68,121 |
| Total income from all sources (including contributions) | 2022-12-31 | $3,573,820 |
| Total of all expenses incurred | 2022-12-31 | $3,655,597 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,438,559 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,843,643 |
| Value of total assets at end of year | 2022-12-31 | $3,761,979 |
| Value of total assets at beginning of year | 2022-12-31 | $3,836,838 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $217,038 |
| Total interest from all sources | 2022-12-31 | $31,282 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $20,979 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $20,979 |
| Administrative expenses professional fees incurred | 2022-12-31 | $24,176 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $6,076 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $3,437,684 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $6,708 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,286 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $60,979 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $54,121 |
| Administrative expenses (other) incurred | 2022-12-31 | $187,715 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $14,060 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $14,000 |
| Total non interest bearing cash at end of year | 2022-12-31 | $882,350 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $683,843 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-81,777 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,686,940 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,768,717 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $5,147 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $480,479 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $557,203 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,389,760 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,592,221 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,592,221 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $31,282 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-112,292 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $3,837,567 |
| Employer contributions (assets) at end of year | 2022-12-31 | $2,682 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $875 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $1,285 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm EIN | 2022-12-31 | 133082707 |
| 2021 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-32,437 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-32,437 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $68,121 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $38,255 |
| Total income from all sources (including contributions) | 2021-12-31 | $3,864,643 |
| Total of all expenses incurred | 2021-12-31 | $3,640,862 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,419,227 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,840,719 |
| Value of total assets at end of year | 2021-12-31 | $3,836,838 |
| Value of total assets at beginning of year | 2021-12-31 | $3,583,191 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $221,635 |
| Total interest from all sources | 2021-12-31 | $15,487 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $23,327 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $23,327 |
| Administrative expenses professional fees incurred | 2021-12-31 | $20,250 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $-1,846 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,286 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $9,848 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $54,121 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $14,409 |
| Other income not declared elsewhere | 2021-12-31 | $277 |
| Administrative expenses (other) incurred | 2021-12-31 | $196,419 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $14,000 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $22,000 |
| Total non interest bearing cash at end of year | 2021-12-31 | $683,843 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $742,559 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $223,781 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,768,717 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,544,936 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $4,966 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $557,203 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $291,585 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,592,221 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,536,548 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,536,548 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $15,487 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $3,418,711 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $17,270 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,840,719 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,177 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,362 |
| 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 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $1,846 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $1,285 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $1,474 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm EIN | 2021-12-31 | 133082707 |
| 2020 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-883 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-883 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $38,255 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $11,000 |
| Total income from all sources (including contributions) | 2020-12-31 | $4,174,553 |
| Total of all expenses incurred | 2020-12-31 | $3,823,047 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,626,730 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,068,976 |
| Value of total assets at end of year | 2020-12-31 | $3,583,191 |
| Value of total assets at beginning of year | 2020-12-31 | $3,204,430 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $196,317 |
| Total interest from all sources | 2020-12-31 | $32,063 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,869 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,869 |
| Administrative expenses professional fees incurred | 2020-12-31 | $17,250 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $3,626 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $1,846 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $9,848 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $7,400 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $14,409 |
| Other income not declared elsewhere | 2020-12-31 | $31,193 |
| Administrative expenses (other) incurred | 2020-12-31 | $178,115 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $22,000 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $11,000 |
| Total non interest bearing cash at end of year | 2020-12-31 | $742,559 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $653,242 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $351,506 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,544,936 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,193,430 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $952 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $291,585 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,536,548 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,500,828 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,500,828 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $32,063 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $3,623,759 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $38,335 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $4,065,350 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,177 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $40,527 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,125 |
| 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 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $1,846 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $1,474 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $2,433 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm EIN | 2020-12-31 | 133082707 |
| 2019 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $43,644 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $43,644 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $43,644 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $43,644 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $11,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $11,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $24,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $24,000 |
| Total income from all sources (including contributions) | 2019-12-31 | $4,463,207 |
| Total income from all sources (including contributions) | 2019-12-31 | $4,463,207 |
| Total of all expenses incurred | 2019-12-31 | $4,065,480 |
| Total of all expenses incurred | 2019-12-31 | $4,065,480 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,884,640 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,884,640 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,376,222 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,376,222 |
| Value of total assets at end of year | 2019-12-31 | $3,204,430 |
| Value of total assets at end of year | 2019-12-31 | $3,204,430 |
| Value of total assets at beginning of year | 2019-12-31 | $2,819,703 |
| Value of total assets at beginning of year | 2019-12-31 | $2,819,703 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $180,840 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $180,840 |
| Total interest from all sources | 2019-12-31 | $42,969 |
| Total interest from all sources | 2019-12-31 | $42,969 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $19,450 |
| Administrative expenses professional fees incurred | 2019-12-31 | $19,450 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,589 |
| Contributions received from participants | 2019-12-31 | $1,589 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $7,400 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $7,400 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $15,087 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $15,087 |
| Other income not declared elsewhere | 2019-12-31 | $372 |
| Other income not declared elsewhere | 2019-12-31 | $372 |
| Administrative expenses (other) incurred | 2019-12-31 | $161,390 |
| Administrative expenses (other) incurred | 2019-12-31 | $161,390 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $11,000 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $11,000 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $24,000 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $24,000 |
| Total non interest bearing cash at end of year | 2019-12-31 | $653,242 |
| Total non interest bearing cash at end of year | 2019-12-31 | $653,242 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $885,447 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $885,447 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | 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 | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $397,727 |
| Value of net income/loss | 2019-12-31 | $397,727 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,193,430 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,193,430 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,795,703 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,795,703 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,500,828 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,500,828 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,914,039 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,914,039 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,914,039 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,914,039 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $42,969 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $42,969 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $3,881,155 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $3,881,155 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $4,374,633 |
| Contributions received in cash from employer | 2019-12-31 | $4,374,633 |
| Employer contributions (assets) at end of year | 2019-12-31 | $40,527 |
| Employer contributions (assets) at end of year | 2019-12-31 | $40,527 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $3,351 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $3,351 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,485 |
| 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 | 2019-12-31 | No |
| 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 | 2019-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $2,433 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $2,433 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $1,779 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $1,779 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm name | 2019-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm EIN | 2019-12-31 | 133082707 |
| Accountancy firm EIN | 2019-12-31 | 133082707 |
| 2018 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-16,926 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-16,926 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $24,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $22,042 |
| Total income from all sources (including contributions) | 2018-12-31 | $4,198,787 |
| Total of all expenses incurred | 2018-12-31 | $3,828,621 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,662,197 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,180,359 |
| Value of total assets at end of year | 2018-12-31 | $2,819,703 |
| Value of total assets at beginning of year | 2018-12-31 | $2,447,579 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $166,424 |
| Total interest from all sources | 2018-12-31 | $35,160 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $18,600 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $15,087 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $33,552 |
| Other income not declared elsewhere | 2018-12-31 | $194 |
| Administrative expenses (other) incurred | 2018-12-31 | $147,824 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $24,000 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $22,042 |
| Total non interest bearing cash at end of year | 2018-12-31 | $885,447 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $761,207 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $370,166 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,795,703 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,425,537 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,914,039 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,648,185 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,648,185 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $35,160 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $3,660,236 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $4,180,359 |
| Employer contributions (assets) at end of year | 2018-12-31 | $3,351 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $3,875 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,961 |
| 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 | 2018-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $1,779 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $760 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm EIN | 2018-12-31 | 133082707 |
| 2017 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-13,382 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-13,382 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $22,042 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $149,665 |
| Total income from all sources (including contributions) | 2017-12-31 | $4,225,765 |
| Total of all expenses incurred | 2017-12-31 | $3,857,722 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,729,696 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,210,913 |
| Value of total assets at end of year | 2017-12-31 | $2,447,579 |
| Value of total assets at beginning of year | 2017-12-31 | $2,207,159 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $128,026 |
| Total interest from all sources | 2017-12-31 | $24,791 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $19,911 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Participant contributions at beginning of year | 2017-12-31 | $605 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $-3,296 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $33,552 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $24,584 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $119,925 |
| Other income not declared elsewhere | 2017-12-31 | $3,443 |
| Administrative expenses (other) incurred | 2017-12-31 | $108,115 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $22,042 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $26,444 |
| Total non interest bearing cash at end of year | 2017-12-31 | $761,207 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $826,045 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $368,043 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,425,537 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,057,494 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,648,185 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,338,263 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,338,263 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $24,791 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $3,729,787 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $4,210,913 |
| Employer contributions (assets) at end of year | 2017-12-31 | $3,875 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $16,972 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,205 |
| 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 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $3,296 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $760 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $690 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm EIN | 2017-12-31 | 133082707 |
| 2016 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,852 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,852 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $149,665 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $50,852 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,963,680 |
| Total of all expenses incurred | 2016-12-31 | $3,462,454 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,307,521 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,940,027 |
| Value of total assets at end of year | 2016-12-31 | $2,207,159 |
| Value of total assets at beginning of year | 2016-12-31 | $1,607,120 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $154,933 |
| Total interest from all sources | 2016-12-31 | $16,483 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $40,052 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $135,453 |
| Participant contributions at end of year | 2016-12-31 | $605 |
| Participant contributions at beginning of year | 2016-12-31 | $201 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $761 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $24,584 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $37,389 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $119,925 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $35,276 |
| Other income not declared elsewhere | 2016-12-31 | $5,318 |
| Administrative expenses (other) incurred | 2016-12-31 | $114,881 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $26,444 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $12,251 |
| Total non interest bearing cash at end of year | 2016-12-31 | $826,045 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $740,910 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $501,226 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,057,494 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,556,268 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,338,263 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $821,346 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $821,346 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $16,483 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $3,304,732 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $3,804,574 |
| Employer contributions (assets) at end of year | 2016-12-31 | $16,972 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $5,724 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,028 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $3,296 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $3,325 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $690 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $1,550 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm EIN | 2016-12-31 | 133082707 |
| 2015 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-6,915 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-6,915 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $50,852 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $40,669 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,635,092 |
| Total of all expenses incurred | 2015-12-31 | $3,223,529 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,017,228 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,635,887 |
| Value of total assets at end of year | 2015-12-31 | $1,607,120 |
| Value of total assets at beginning of year | 2015-12-31 | $1,185,374 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $206,301 |
| Total interest from all sources | 2015-12-31 | $6,120 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $26,750 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $124,162 |
| Participant contributions at end of year | 2015-12-31 | $201 |
| Participant contributions at beginning of year | 2015-12-31 | $97 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $312,081 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $37,389 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $65,748 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $35,276 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $9,659 |
| Administrative expenses (other) incurred | 2015-12-31 | $179,551 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $12,251 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $17,584 |
| Total non interest bearing cash at end of year | 2015-12-31 | $740,910 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $786,483 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $411,563 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,556,268 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,144,705 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $821,346 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $324,189 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $324,189 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $6,120 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $2,702,892 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $3,511,725 |
| Employer contributions (assets) at end of year | 2015-12-31 | $5,724 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $8,327 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,255 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $3,325 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $13,426 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $1,550 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $530 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm EIN | 2015-12-31 | 133082707 |
| 2014 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-4 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-4 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $40,669 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $103,931 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,351,548 |
| Total of all expenses incurred | 2014-12-31 | $3,070,907 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,840,870 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,348,150 |
| Value of total assets at end of year | 2014-12-31 | $1,185,374 |
| Value of total assets at beginning of year | 2014-12-31 | $967,995 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $230,037 |
| Total interest from all sources | 2014-12-31 | $3,402 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $17,600 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $141,715 |
| Participant contributions at end of year | 2014-12-31 | $97 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $253,722 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $65,748 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $40,554 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $9,659 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $78,293 |
| Administrative expenses (other) incurred | 2014-12-31 | $212,412 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $17,584 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $11,481 |
| Total non interest bearing cash at end of year | 2014-12-31 | $786,483 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $601,599 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $280,641 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,144,705 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $864,064 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $25 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $324,189 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $320,816 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $320,816 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $3,402 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,585,233 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $3,206,435 |
| Employer contributions (assets) at end of year | 2014-12-31 | $8,327 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $4,496 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,915 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $13,426 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $14,157 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $530 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $530 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | GOULD, KOBRICK, & SCHLAPP P.C. |
| Accountancy firm EIN | 2014-12-31 | 133082707 |
| 2013 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $572 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $572 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $162,704 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $42,937 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,136,610 |
| Total of all expenses incurred | 2013-12-31 | $3,195,002 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,987,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,133,490 |
| Value of total assets at end of year | 2013-12-31 | $927,386 |
| Value of total assets at beginning of year | 2013-12-31 | $866,011 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $207,833 |
| Total interest from all sources | 2013-12-31 | $2,548 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $13,315 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $530 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $577 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $315,271 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $190 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $97 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $140,766 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $13,261 |
| Administrative expenses (other) incurred | 2013-12-31 | $194,518 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $21,938 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $29,676 |
| Total non interest bearing cash at end of year | 2013-12-31 | $601,599 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $537,771 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-58,392 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $764,682 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $823,074 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $922,170 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $855,559 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $855,559 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,548 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $2,987,169 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $3,133,490 |
| Employer contributions (assets) at end of year | 2013-12-31 | $4,496 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $9,778 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,865 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $14,157 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $22,773 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $530 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $577 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | JAMES L GURRIERI CPA |
| Accountancy firm EIN | 2013-12-31 | 134138636 |
| 2012 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $308 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $308 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $42,937 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $56,424 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,232,309 |
| Total of all expenses incurred | 2012-12-31 | $3,056,926 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,892,395 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,230,782 |
| Value of total assets at end of year | 2012-12-31 | $866,011 |
| Value of total assets at beginning of year | 2012-12-31 | $704,115 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $37,108 |
| Total interest from all sources | 2012-12-31 | $1,219 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $13,190 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $577 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $776 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $97 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $121,440 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $13,261 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $17,692 |
| Administrative expenses (other) incurred | 2012-12-31 | $23,918 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $29,676 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $38,732 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $175,383 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $823,074 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $647,691 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $855,559 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $575,451 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $575,451 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,219 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $2,892,395 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $3,230,782 |
| Employer contributions (assets) at end of year | 2012-12-31 | $9,778 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $6,448 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | JAMES L GURRIERI CPA |
| Accountancy firm EIN | 2012-12-31 | 134138636 |
| 2011 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $56,424 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $294,714 |
| Total income from all sources (including contributions) | 2011-12-31 | $3,460,175 |
| Total loss/gain on sale of assets | 2011-12-31 | $148 |
| Total of all expenses incurred | 2011-12-31 | $3,131,771 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,965,455 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,337,355 |
| Value of total assets at end of year | 2011-12-31 | $704,115 |
| Value of total assets at beginning of year | 2011-12-31 | $614,001 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $166,316 |
| Total interest from all sources | 2011-12-31 | $1,232 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $19,440 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $776 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $121,440 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $121,486 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $17,692 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $39,917 |
| Other income not declared elsewhere | 2011-12-31 | $121,440 |
| Administrative expenses (other) incurred | 2011-12-31 | $146,876 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $38,732 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $254,797 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $328,404 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $647,691 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $319,287 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $575,451 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $484,879 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $484,879 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,232 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $2,965,455 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $3,337,355 |
| Employer contributions (assets) at end of year | 2011-12-31 | $6,448 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $3,851 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $776 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $3,785 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $50,000 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $49,852 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | JAMES L. GURRIERI CPA |
| Accountancy firm EIN | 2011-12-31 | 134138636 |
| 2010 : UAW LOCAL 2179 HEALTH AND WELFARE PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $70 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $70 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $294,714 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $323,258 |
| Total income from all sources (including contributions) | 2010-12-31 | $3,723,959 |
| Total loss/gain on sale of assets | 2010-12-31 | $-197 |
| Total of all expenses incurred | 2010-12-31 | $3,275,437 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,152,961 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,601,216 |
| Value of total assets at end of year | 2010-12-31 | $614,001 |
| Value of total assets at beginning of year | 2010-12-31 | $194,023 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $122,476 |
| Total interest from all sources | 2010-12-31 | $1,430 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $6,880 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $121,486 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $14,217 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $39,917 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $22,723 |
| Other income not declared elsewhere | 2010-12-31 | $121,440 |
| Administrative expenses (other) incurred | 2010-12-31 | $115,596 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $254,797 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $300,535 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $448,522 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $319,287 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $-129,235 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $484,879 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $152,764 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $152,764 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,430 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $3,152,961 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $3,601,216 |
| Employer contributions (assets) at end of year | 2010-12-31 | $3,851 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $18,121 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $3,785 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $8,921 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $49,655 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $49,852 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | JAMES L. GURRIERI CPA |
| Accountancy firm EIN | 2010-12-31 | 134138636 |
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 30206-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,933 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244S |
| Policy instance | 1 |
| Insurance contract or identification number | GG-244S | | Number of Individuals Covered | 149 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,355 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,588 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,355 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260D10 |
| Policy instance | 3 |
| Insurance contract or identification number | 260D10 | | Number of Individuals Covered | 184 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,845 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $18,845 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,845 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244S |
| Policy instance | 1 |
| Insurance contract or identification number | GG-244S | | Number of Individuals Covered | 147 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,300 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $40,546 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,300 | | Insurance broker organization code? | 3 |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | 1124088000 |
| Policy instance | 4 |
| Insurance contract or identification number | 1124088000 | | Number of Individuals Covered | 250 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $40,318 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,343,938 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40,318 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260D10 |
| Policy instance | 3 |
| Insurance contract or identification number | 260D10 | | Number of Individuals Covered | 193 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,015 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $20,145 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,015 | | Insurance broker organization code? | 3 |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 30206-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $910 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,882 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $910 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244S |
| Policy instance | 1 |
| Insurance contract or identification number | GG-244S | | Number of Individuals Covered | 158 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,748 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $42,768 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,748 | | Insurance broker organization code? | 3 |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 30206-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,324 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 426N1GYG7 |
| Policy instance | 4 |
| Insurance contract or identification number | 426N1GYG7 | | Number of Individuals Covered | 305 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $113,590 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,786,356 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $113,590 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260D10 |
| Policy instance | 3 |
| Insurance contract or identification number | 260D10 | | Number of Individuals Covered | 261 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-30 | | Total amount of commissions paid to insurance broker | USD $2,303 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $22,903 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,303 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-MEDICAL |
| Policy instance | 3 |
| Insurance contract or identification number | 0866342-MEDICAL | | Number of Individuals Covered | 479 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $108,935 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,651,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $108,935 | | Insurance broker organization code? | 3 |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 30206-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,690 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244S |
| Policy instance | 1 |
| Insurance contract or identification number | GG-244S | | Number of Individuals Covered | 200 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,937 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $54,384 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,937 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260D10 |
| Policy instance | 4 |
| Insurance contract or identification number | 260D10 | | Number of Individuals Covered | 271 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-30 | | Total amount of commissions paid to insurance broker | USD $2,353 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $23,527 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,353 | | Insurance broker organization code? | 3 |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 30206-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 189 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,764 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244S |
| Policy instance | 1 |
| Insurance contract or identification number | GG-244S | | Number of Individuals Covered | 203 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $2,093 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $59,868 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,093 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-MED17 |
| Policy instance | 3 |
| Insurance contract or identification number | 0866342-MED17 | | Number of Individuals Covered | 485 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $107,615 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,584,816 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $107,615 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-ADD17 |
| Policy instance | 4 |
| Insurance contract or identification number | 0866342-ADD17 | | Number of Individuals Covered | 271 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $196 | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,674 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $196 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-LIF17 |
| Policy instance | 5 |
| Insurance contract or identification number | 0866342-LIF17 | | Number of Individuals Covered | 271 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $2,502 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,347 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,502 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244 |
| Policy instance | 1 |
| Insurance contract or identification number | GG-244 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $65,241 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 30206-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 210 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,981 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-MED16 |
| Policy instance | 3 |
| Insurance contract or identification number | 0866342-MED16 | | Number of Individuals Covered | 532 | | Insurance policy start date | 2016-06-01 | | Insurance policy end date | 2017-05-31 | | Total amount of commissions paid to insurance broker | USD $101,898 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,455,075 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $72,199 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-ADD16 |
| Policy instance | 4 |
| Insurance contract or identification number | 0866342-ADD16 | | Number of Individuals Covered | 297 | | Insurance policy start date | 2016-06-01 | | Insurance policy end date | 2017-05-31 | | Total amount of commissions paid to insurance broker | USD $161 | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,745 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $103 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-LIF16 |
| Policy instance | 5 |
| Insurance contract or identification number | 0866342-LIF16 | | Number of Individuals Covered | 297 | | Insurance policy start date | 2016-06-01 | | Insurance policy end date | 2017-05-31 | | Total amount of commissions paid to insurance broker | USD $2,086 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,328 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,247 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 30206-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,425 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244 |
| Policy instance | 1 |
| Insurance contract or identification number | GG-244 | | Number of Individuals Covered | 224 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,210 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $63,657 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,210 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-737478 |
| Policy instance | 4 |
| Insurance contract or identification number | 0866342-737478 | | Number of Individuals Covered | 288 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $1,941 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $23,632 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,941 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-866342 |
| Policy instance | 3 |
| Insurance contract or identification number | 0866342-866342 | | Number of Individuals Covered | 365 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $67,751 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,446,285 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $67,751 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 720467 |
| Policy instance | 1 |
| Insurance contract or identification number | 720467 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $25,741 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,034,192 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,741 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | 30206-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 212 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $2,375 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $67,592 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,375 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 30206-00 |
| Policy instance | 4 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 206 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,178 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY 0041 |
| Policy instance | 3 |
| Insurance contract or identification number | NY 0041 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,216 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-866342- |
| Policy instance | 5 |
| Insurance contract or identification number | 0866342-866342- | | Number of Individuals Covered | 357 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $39,521 | | Welfare Benefit Premiums Paid to Carrier | USD $1,402,308 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39,521 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0866342-737478 |
| Policy instance | 6 |
| Insurance contract or identification number | 0866342-737478 | | Number of Individuals Covered | 357 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,132 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,222 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,132 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 720467 |
| Policy instance | 1 |
| Insurance contract or identification number | 720467 | | Number of Individuals Covered | 353 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $62,416 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,453,726 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 62416 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | NY0041 |
| Policy instance | 5 |
| Insurance contract or identification number | NY0041 | | Number of Individuals Covered | 260 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,703 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $14,020 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 3020600 |
| Policy instance | 3 |
| Insurance contract or identification number | 3020600 | | Number of Individuals Covered | 197 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,651 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,383 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | 30206-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 244 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of fees paid to insurance company | USD $3,180 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $90,201 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3180 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY 0041 |
| Policy instance | 3 |
| Insurance contract or identification number | NY 0041 | | Number of Individuals Covered | 260 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $1,703 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,020 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1703 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 30206-00 |
| Policy instance | 4 |
| Insurance contract or identification number | 30206-00 | | Number of Individuals Covered | 197 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $1,651 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,383 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1651 | | Insurance broker organization code? | 3 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244 |
| Policy instance | 4 |
| Insurance contract or identification number | GG-244 | | Number of Individuals Covered | 212 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $2,375 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $67,592 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 720467 |
| Policy instance | 2 |
| Insurance contract or identification number | 720467 | | Number of Individuals Covered | 353 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $62,416 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,453,726 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CVS PHARMACY, INC. (National Association of Insurance Commissioners NAIC id number: 44611 ) |
| Policy contract number | A5703 |
| Policy instance | 1 |
| Insurance contract or identification number | A5703 | | Number of Individuals Covered | 368 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Welfare Benefit Premiums Paid to Carrier | USD $329,126 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CVS PHARMACY, INC. (National Association of Insurance Commissioners NAIC id number: 44611 ) |
| Policy contract number | A5703 |
| Policy instance | 5 |
| Insurance contract or identification number | A5703 | | Number of Individuals Covered | 414 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Welfare Benefit Premiums Paid to Carrier | USD $290,855 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 720467 |
| Policy instance | 4 |
| Insurance contract or identification number | 720467 | | Number of Individuals Covered | 425 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $78,879 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,359,126 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $78,879 | | Insurance broker name | QUANTUM FINANCIAL STRATIES, INC. |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 3020600 |
| Policy instance | 3 |
| Insurance contract or identification number | 3020600 | | Number of Individuals Covered | 220 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $1,551 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,422 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,551 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES, INC. |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244 |
| Policy instance | 2 |
| Insurance contract or identification number | GG-244 | | Number of Individuals Covered | 244 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of fees paid to insurance company | USD $3,180 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $90,201 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3180 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | NY0041 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0041 | | Number of Individuals Covered | 301 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $3,550 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $13,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,550 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES, INC. |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244 |
| Policy instance | 1 |
| Insurance contract or identification number | GG-244 | | Number of Individuals Covered | 245 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $3,202 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $92,661 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 3020600 |
| Policy instance | 2 |
| Insurance contract or identification number | 3020600 | | Number of Individuals Covered | 228 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $3,350 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,810 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 720467 |
| Policy instance | 3 |
| Insurance contract or identification number | 720467 | | Number of Individuals Covered | 505 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $65,530 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,576,613 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CVS PHARMACY, INC. (National Association of Insurance Commissioners NAIC id number: 44611 ) |
| Policy contract number | A5703 |
| Policy instance | 4 |
| Insurance contract or identification number | A5703 | | Number of Individuals Covered | 768 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $5,387 | | Welfare Benefit Premiums Paid to Carrier | USD $311,587 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CAREMARKPCS HEALTH LLC (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | A5703 |
| Policy instance | 4 |
| Insurance contract or identification number | A5703 | | Number of Individuals Covered | 768 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $5,387 | | Welfare Benefit Premiums Paid to Carrier | USD $384,258 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,387 | | Insurance broker organization code? | 4 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
| Policy contract number | 3020600 |
| Policy instance | 2 |
| Insurance contract or identification number | 3020600 | | Number of Individuals Covered | 280 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,743 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,861 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,743 | | Insurance broker organization code? | 4 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-244 |
| Policy instance | 1 |
| Insurance contract or identification number | GG-244 | | Number of Individuals Covered | 287 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,752 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $74,520 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,752 | | Insurance broker organization code? | 4 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 720467 |
| Policy instance | 3 |
| Insurance contract or identification number | 720467 | | Number of Individuals Covered | 768 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $47,083 | | Health Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,795,961 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $47,083 | | Insurance broker organization code? | 4 | | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC. |
|
