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I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 401k Plan overview

Plan NameI.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND
Plan identification number 501

I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES I.B.E.W. LOCAL 1049 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES I.B.E.W. LOCAL 1049
Employer identification number (EIN):116043757
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01STEVEN T. SCHLAPP
5012016-01-01STEVEN T. SCHLAPP
5012015-01-01STEVEN T. SCHLAPP
5012014-01-01STEVEN T. SCHLAPP
5012013-01-01STEVEN T. SCHLAPP
5012012-01-01STEVEN T. SCHLAPP
5012011-01-01STEVEN T SCHLAPP
5012009-01-01STEVEN T SCHLAPP

Plan Statistics for I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND

401k plan membership statisitcs for I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND

Measure Date Value
2022: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01831
Total number of active participants reported on line 7a of the Form 55002022-01-01776
Number of retired or separated participants receiving benefits2022-01-0113
Total of all active and inactive participants2022-01-01789
Total participants2022-01-01789
Number of employers contributing to the scheme2022-01-0146
2021: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01807
Total number of active participants reported on line 7a of the Form 55002021-01-01824
Number of retired or separated participants receiving benefits2021-01-017
Total of all active and inactive participants2021-01-01831
Total participants2021-01-01831
Number of employers contributing to the scheme2021-01-0132
2020: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01818
Total number of active participants reported on line 7a of the Form 55002020-01-01807
Number of retired or separated participants receiving benefits2020-01-015
Total of all active and inactive participants2020-01-01812
Total participants2020-01-01812
Number of employers contributing to the scheme2020-01-0139
2019: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01821
Total number of active participants reported on line 7a of the Form 55002019-01-01815
Number of retired or separated participants receiving benefits2019-01-013
Total of all active and inactive participants2019-01-01818
Total participants2019-01-01818
Number of employers contributing to the scheme2019-01-0137
2018: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01718
Total number of active participants reported on line 7a of the Form 55002018-01-01818
Number of retired or separated participants receiving benefits2018-01-013
Total of all active and inactive participants2018-01-01821
Total participants2018-01-01821
Number of employers contributing to the scheme2018-01-0143
2017: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01635
Total number of active participants reported on line 7a of the Form 55002017-01-01718
Number of retired or separated participants receiving benefits2017-01-013
Total of all active and inactive participants2017-01-01721
Total participants2017-01-01721
Number of employers contributing to the scheme2017-01-0143
2016: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01531
Total number of active participants reported on line 7a of the Form 55002016-01-01635
Number of retired or separated participants receiving benefits2016-01-013
Total of all active and inactive participants2016-01-01638
Total participants2016-01-01638
Number of employers contributing to the scheme2016-01-0138
2015: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01561
Total number of active participants reported on line 7a of the Form 55002015-01-01524
Number of retired or separated participants receiving benefits2015-01-017
Total of all active and inactive participants2015-01-01531
Total participants2015-01-010
Number of employers contributing to the scheme2015-01-0140
2014: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01522
Total number of active participants reported on line 7a of the Form 55002014-01-01559
Number of retired or separated participants receiving benefits2014-01-012
Total of all active and inactive participants2014-01-01561
Total participants2014-01-010
Number of employers contributing to the scheme2014-01-0146
2013: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01486
Total number of active participants reported on line 7a of the Form 55002013-01-01521
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-01522
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-0146
2012: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01524
Total number of active participants reported on line 7a of the Form 55002012-01-01479
Number of retired or separated participants receiving benefits2012-01-017
Total of all active and inactive participants2012-01-01486
Total participants2012-01-010
Number of employers contributing to the scheme2012-01-0116
2011: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01544
Total number of active participants reported on line 7a of the Form 55002011-01-01514
Number of retired or separated participants receiving benefits2011-01-0110
Total of all active and inactive participants2011-01-01524
Total participants2011-01-01524
Number of employers contributing to the scheme2011-01-0125
2009: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01407
Total number of active participants reported on line 7a of the Form 55002009-01-01489
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-01490
Total participants2009-01-01490
Number of employers contributing to the scheme2009-01-0150

Financial Data on I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND

Measure Date Value
2022 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,560
Total unrealized appreciation/depreciation of assets2022-12-31$-7,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,639,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,573,706
Total income from all sources (including contributions)2022-12-31$11,905,739
Total of all expenses incurred2022-12-31$22,571,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,690,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,584,275
Value of total assets at end of year2022-12-31$99,615,250
Value of total assets at beginning of year2022-12-31$111,214,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,880,469
Total interest from all sources2022-12-31$25,481
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,063,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,063,954
Administrative expenses professional fees incurred2022-12-31$75,354
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$99,440
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$107,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$113,267
Participant contributions at beginning of year2022-12-31$5,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$32,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$450,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$387,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$98,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$128,369
Other income not declared elsewhere2022-12-31$456,202
Administrative expenses (other) incurred2022-12-31$507,620
Liabilities. Value of operating payables at end of year2022-12-31$97,512
Liabilities. Value of operating payables at beginning of year2022-12-31$95,772
Total non interest bearing cash at end of year2022-12-31$2,298,164
Total non interest bearing cash at beginning of year2022-12-31$2,657,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,665,423
Value of net assets at end of year (total assets less liabilities)2022-12-31$89,975,750
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$100,641,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$85,196,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$95,488,476
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,419,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,867,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,867,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$25,481
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$218,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,216,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$27,471,008
Employer contributions (assets) at end of year2022-12-31$3,148,633
Employer contributions (assets) at beginning of year2022-12-31$2,692,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,439,608
Contract administrator fees2022-12-31$1,297,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$9,443,834
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$10,349,565
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$2,769
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$8,530
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2022-12-31133082707
2021 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-840
Total unrealized appreciation/depreciation of assets2021-12-31$-840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,573,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,104,656
Total income from all sources (including contributions)2021-12-31$37,570,261
Total of all expenses incurred2021-12-31$25,456,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,426,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$29,763,505
Value of total assets at end of year2021-12-31$111,214,879
Value of total assets at beginning of year2021-12-31$100,632,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,030,642
Total interest from all sources2021-12-31$7,406
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,321,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,321,154
Administrative expenses professional fees incurred2021-12-31$108,652
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$107,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$107,840
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$110,640
Participant contributions at end of year2021-12-31$5,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$35,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$387,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$285,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$128,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,028,786
Other income not declared elsewhere2021-12-31$345,486
Administrative expenses (other) incurred2021-12-31$494,030
Liabilities. Value of operating payables at end of year2021-12-31$95,772
Liabilities. Value of operating payables at beginning of year2021-12-31$76,368
Total non interest bearing cash at end of year2021-12-31$2,657,343
Total non interest bearing cash at beginning of year2021-12-31$2,357,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,113,511
Value of net assets at end of year (total assets less liabilities)2021-12-31$100,641,173
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$88,527,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$95,488,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$84,386,706
Value of interest in pooled separate accounts at end of year2021-12-31$0
Interest earned on other investments2021-12-31$6,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,867,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,701,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,701,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$956
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$15,929,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,133,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$29,652,865
Employer contributions (assets) at end of year2021-12-31$2,692,938
Employer contributions (assets) at beginning of year2021-12-31$3,776,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,461,769
Contract administrator fees2021-12-31$1,427,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$10,349,565
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$10,999,502
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$8,530
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$17,181
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2021-12-31133082707
2020 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,104,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,371,477
Total income from all sources (including contributions)2020-12-31$41,703,089
Total of all expenses incurred2020-12-31$24,740,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,941,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$34,412,313
Value of total assets at end of year2020-12-31$100,632,318
Value of total assets at beginning of year2020-12-31$80,936,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,798,707
Total interest from all sources2020-12-31$17,943
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,176,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,176,810
Administrative expenses professional fees incurred2020-12-31$55,333
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$107,840
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$107,840
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$760,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$82,232
Participant contributions at beginning of year2020-12-31$3,539
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$30,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$285,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$389,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,028,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$269,220
Other income not declared elsewhere2020-12-31$303,689
Administrative expenses (other) incurred2020-12-31$473,844
Liabilities. Value of operating payables at end of year2020-12-31$76,368
Liabilities. Value of operating payables at beginning of year2020-12-31$79,544
Total non interest bearing cash at end of year2020-12-31$2,357,205
Total non interest bearing cash at beginning of year2020-12-31$1,820,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,962,677
Value of net assets at end of year (total assets less liabilities)2020-12-31$88,527,662
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,564,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$84,386,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,669,977
Value of interest in pooled separate accounts at end of year2020-12-31$0
Interest earned on other investments2020-12-31$6,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,701,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,028,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,028,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,493
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$14,790,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,792,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$34,330,081
Employer contributions (assets) at end of year2020-12-31$3,776,786
Employer contributions (assets) at beginning of year2020-12-31$2,890,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,120,958
Contract administrator fees2020-12-31$1,269,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$10,999,502
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$9,022,713
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$17,181
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$26,376
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2020-12-31133082707
2019 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,040
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,040
Total unrealized appreciation/depreciation of assets2019-12-31$7,040
Total unrealized appreciation/depreciation of assets2019-12-31$7,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,371,477
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,371,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,848,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,848,939
Total income from all sources (including contributions)2019-12-31$38,806,729
Total income from all sources (including contributions)2019-12-31$38,806,729
Total of all expenses incurred2019-12-31$22,711,201
Total of all expenses incurred2019-12-31$22,711,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,961,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,961,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,079,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,079,626
Value of total assets at end of year2019-12-31$80,936,462
Value of total assets at end of year2019-12-31$80,936,462
Value of total assets at beginning of year2019-12-31$63,318,396
Value of total assets at beginning of year2019-12-31$63,318,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,749,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,749,871
Total interest from all sources2019-12-31$70,319
Total interest from all sources2019-12-31$70,319
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,039,546
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,039,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,033,096
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,033,096
Administrative expenses professional fees incurred2019-12-31$61,121
Administrative expenses professional fees incurred2019-12-31$61,121
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$107,840
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$107,840
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$100,800
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$100,800
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$760,000
Value of fidelity bond cover2019-12-31$760,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$53,599
Contributions received from participants2019-12-31$53,599
Participant contributions at end of year2019-12-31$3,539
Participant contributions at end of year2019-12-31$3,539
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$42,608
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$42,608
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$389,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$389,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$259,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$259,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$269,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$269,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$296,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$296,431
Other income not declared elsewhere2019-12-31$289,483
Other income not declared elsewhere2019-12-31$289,483
Administrative expenses (other) incurred2019-12-31$457,253
Administrative expenses (other) incurred2019-12-31$457,253
Liabilities. Value of operating payables at end of year2019-12-31$79,544
Liabilities. Value of operating payables at end of year2019-12-31$79,544
Liabilities. Value of operating payables at beginning of year2019-12-31$159,171
Liabilities. Value of operating payables at beginning of year2019-12-31$159,171
Total non interest bearing cash at end of year2019-12-31$1,820,011
Total non interest bearing cash at end of year2019-12-31$1,820,011
Total non interest bearing cash at beginning of year2019-12-31$1,481,988
Total non interest bearing cash at beginning of year2019-12-31$1,481,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,095,528
Value of net income/loss2019-12-31$16,095,528
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,564,985
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,564,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,469,457
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,469,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,669,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,669,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,025,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,025,177
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,028,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,028,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,559,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,559,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,559,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,559,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$70,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$70,319
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,098,730
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,098,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,320,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,320,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,026,027
Contributions received in cash from employer2019-12-31$30,026,027
Employer contributions (assets) at end of year2019-12-31$2,890,826
Employer contributions (assets) at end of year2019-12-31$2,890,826
Employer contributions (assets) at beginning of year2019-12-31$2,859,030
Employer contributions (assets) at beginning of year2019-12-31$2,859,030
Income. Dividends from preferred stock2019-12-31$6,450
Income. Dividends from preferred stock2019-12-31$6,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,819,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,819,992
Contract administrator fees2019-12-31$1,231,497
Contract administrator fees2019-12-31$1,231,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$9,022,713
Liabilities. Value of benefit claims payable at end of year2019-12-31$9,022,713
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$7,393,337
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$7,393,337
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$26,376
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$26,376
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$32,548
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$32,548
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm name2019-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2019-12-31133082707
Accountancy firm EIN2019-12-31133082707
2018 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,560
Total unrealized appreciation/depreciation of assets2018-12-31$-3,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,848,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,347,968
Total income from all sources (including contributions)2018-12-31$28,935,493
Total of all expenses incurred2018-12-31$20,142,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,938,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,918,061
Value of total assets at end of year2018-12-31$63,318,396
Value of total assets at beginning of year2018-12-31$51,024,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,203,924
Total interest from all sources2018-12-31$62,893
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,324,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,318,018
Administrative expenses professional fees incurred2018-12-31$67,582
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$100,800
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$104,360
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$760,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$42,864
Participant contributions at beginning of year2018-12-31$1,628
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$44,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$259,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$250,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$296,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$301,680
Other income not declared elsewhere2018-12-31$288,396
Administrative expenses (other) incurred2018-12-31$421,262
Liabilities. Value of operating payables at end of year2018-12-31$159,171
Liabilities. Value of operating payables at beginning of year2018-12-31$50,025
Total non interest bearing cash at end of year2018-12-31$1,481,988
Total non interest bearing cash at beginning of year2018-12-31$2,374,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$8,793,385
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,469,457
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,676,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$47,025,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,863,320
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,559,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,913,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,913,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$62,893
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,384,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,654,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,875,197
Employer contributions (assets) at end of year2018-12-31$2,859,030
Employer contributions (assets) at beginning of year2018-12-31$2,473,823
Income. Dividends from preferred stock2018-12-31$6,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,510,094
Contract administrator fees2018-12-31$715,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$7,393,337
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,996,263
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$32,548
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$42,005
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2018-12-31133082707
2017 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$8,508
Total unrealized appreciation/depreciation of assets2017-12-31$8,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,347,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,209,665
Total income from all sources (including contributions)2017-12-31$29,347,157
Total of all expenses incurred2017-12-31$16,402,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,846,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,473,206
Value of total assets at end of year2017-12-31$51,024,040
Value of total assets at beginning of year2017-12-31$36,941,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$556,659
Total interest from all sources2017-12-31$16,394
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,038,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,032,373
Administrative expenses professional fees incurred2017-12-31$61,019
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$104,360
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$100,493
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$760,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$36,364
Participant contributions at end of year2017-12-31$1,628
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$41,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$250,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$197,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$301,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$198,680
Other income not declared elsewhere2017-12-31$141,712
Administrative expenses (other) incurred2017-12-31$409,979
Liabilities. Value of operating payables at end of year2017-12-31$50,025
Liabilities. Value of operating payables at beginning of year2017-12-31$43,038
Total non interest bearing cash at end of year2017-12-31$2,374,965
Total non interest bearing cash at beginning of year2017-12-31$1,080,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,944,488
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,676,072
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,731,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$37,863,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,049,260
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,913,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,045,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,045,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$16,394
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$12,146,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,668,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$25,436,842
Employer contributions (assets) at end of year2017-12-31$2,473,823
Employer contributions (assets) at beginning of year2017-12-31$2,147,327
Income. Dividends from preferred stock2017-12-31$6,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,657,800
Contract administrator fees2017-12-31$85,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,996,263
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,967,947
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$42,005
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$320,363
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2017-12-31133082707
2016 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,204
Total unrealized appreciation/depreciation of assets2016-12-31$-1,204
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,209,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,774,163
Total income from all sources (including contributions)2016-12-31$22,607,054
Total of all expenses incurred2016-12-31$14,218,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,724,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,946,568
Value of total assets at end of year2016-12-31$36,941,249
Value of total assets at beginning of year2016-12-31$28,117,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$493,992
Total interest from all sources2016-12-31$10,364
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$622,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$622,384
Administrative expenses professional fees incurred2016-12-31$49,123
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$100,493
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$101,697
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$760,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$23,935
Participant contributions at beginning of year2016-12-31$945
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$34,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$197,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$198,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$156,001
Other income not declared elsewhere2016-12-31$232,052
Administrative expenses (other) incurred2016-12-31$392,050
Liabilities. Value of operating payables at end of year2016-12-31$43,038
Liabilities. Value of operating payables at beginning of year2016-12-31$41,236
Total non interest bearing cash at end of year2016-12-31$1,080,977
Total non interest bearing cash at beginning of year2016-12-31$966,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,388,161
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,731,584
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,343,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$241
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,049,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,385,809
Interest earned on other investments2016-12-31$6,450
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,045,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,827,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,827,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,914
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$11,564,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$796,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$20,922,633
Employer contributions (assets) at end of year2016-12-31$2,147,327
Employer contributions (assets) at beginning of year2016-12-31$1,515,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,125,962
Contract administrator fees2016-12-31$52,578
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,967,947
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,576,926
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$320,363
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$319,444
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2016-12-31133082707
2015 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$417
Total unrealized appreciation/depreciation of assets2015-12-31$417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,774,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,336,197
Total income from all sources (including contributions)2015-12-31$13,068,904
Total of all expenses incurred2015-12-31$13,560,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,103,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,196,388
Value of total assets at end of year2015-12-31$28,117,586
Value of total assets at beginning of year2015-12-31$28,171,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$456,783
Total interest from all sources2015-12-31$8,473
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$603,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$603,180
Administrative expenses professional fees incurred2015-12-31$49,816
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$101,697
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$101,280
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$760,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$78,436
Participant contributions at end of year2015-12-31$945
Participant contributions at beginning of year2015-12-31$768
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$33,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$36,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$156,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$21,185
Other income not declared elsewhere2015-12-31$183,841
Administrative expenses (other) incurred2015-12-31$379,291
Liabilities. Value of operating payables at end of year2015-12-31$41,236
Liabilities. Value of operating payables at beginning of year2015-12-31$95,743
Total non interest bearing cash at end of year2015-12-31$966,429
Total non interest bearing cash at beginning of year2015-12-31$728,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-491,432
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,343,423
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,834,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,385,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,480,617
Interest earned on other investments2015-12-31$6,450
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,827,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,604,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,604,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,023
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$11,468,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-923,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,117,952
Employer contributions (assets) at end of year2015-12-31$1,515,957
Employer contributions (assets) at beginning of year2015-12-31$937,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,601,943
Contract administrator fees2015-12-31$27,676
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,576,926
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,219,269
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$319,444
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$281,490
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2015-12-31133082707
2014 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,458
Total unrealized appreciation/depreciation of assets2014-12-31$2,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,336,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,280,450
Total income from all sources (including contributions)2014-12-31$13,286,572
Total of all expenses incurred2014-12-31$12,979,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,623,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,219,620
Value of total assets at end of year2014-12-31$28,171,052
Value of total assets at beginning of year2014-12-31$27,807,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$355,854
Total interest from all sources2014-12-31$14,904
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$660,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$660,633
Administrative expenses professional fees incurred2014-12-31$46,316
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$101,280
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$98,822
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$760,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$32,627
Participant contributions at end of year2014-12-31$768
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$33,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$36,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$21,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$94,920
Other income not declared elsewhere2014-12-31$140,621
Administrative expenses (other) incurred2014-12-31$282,603
Liabilities. Value of operating payables at end of year2014-12-31$95,743
Liabilities. Value of operating payables at beginning of year2014-12-31$98,219
Total non interest bearing cash at end of year2014-12-31$728,180
Total non interest bearing cash at beginning of year2014-12-31$1,069,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$307,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,834,855
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,527,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,480,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,932,656
Interest earned on other investments2014-12-31$6,450
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,604,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,460,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,460,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8,454
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$11,200,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$248,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,186,993
Employer contributions (assets) at end of year2014-12-31$937,766
Employer contributions (assets) at beginning of year2014-12-31$1,006,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,389,313
Contract administrator fees2014-12-31$26,935
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,219,269
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,087,311
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$281,490
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$239,710
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2014-12-31133082707
2013 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-6,891
Total unrealized appreciation/depreciation of assets2013-12-31$-6,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,245,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,735,054
Total income from all sources (including contributions)2013-12-31$13,356,425
Total loss/gain on sale of assets2013-12-31$-8
Total of all expenses incurred2013-12-31$10,939,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,633,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,080,108
Value of total assets at end of year2013-12-31$27,734,015
Value of total assets at beginning of year2013-12-31$27,806,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$306,048
Total interest from all sources2013-12-31$39,339
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$441,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$441,152
Administrative expenses professional fees incurred2013-12-31$51,157
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$98,822
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$656,210
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$760,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$53,804
Participant contributions at beginning of year2013-12-31$5,429
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$26,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$94,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,944,696
Other income not declared elsewhere2013-12-31$9,652
Administrative expenses (other) incurred2013-12-31$229,005
Liabilities. Value of operating payables at end of year2013-12-31$100,144
Liabilities. Value of operating payables at beginning of year2013-12-31$83,861
Total non interest bearing cash at end of year2013-12-31$1,001,915
Total non interest bearing cash at beginning of year2013-12-31$192,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,417,247
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,488,730
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,071,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,932,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,050,138
Interest earned on other investments2013-12-31$27,400
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,460,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,303,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,303,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11,939
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$7,932,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$802,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,026,304
Employer contributions (assets) at end of year2013-12-31$999,991
Employer contributions (assets) at beginning of year2013-12-31$3,408,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,674,021
Contract administrator fees2013-12-31$25,871
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,050,221
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,706,497
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$239,710
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$190,084
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$550,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$550,008
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2013-12-31133082707
2012 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$86,252
Total unrealized appreciation/depreciation of assets2012-12-31$86,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,735,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,619,934
Total income from all sources (including contributions)2012-12-31$18,795,649
Total loss/gain on sale of assets2012-12-31$25,863
Total of all expenses incurred2012-12-31$10,308,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,056,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,120,505
Value of total assets at end of year2012-12-31$27,806,537
Value of total assets at beginning of year2012-12-31$16,204,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$252,923
Total interest from all sources2012-12-31$81,652
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$759,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$759,864
Administrative expenses professional fees incurred2012-12-31$54,375
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$656,210
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$1,367,248
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$760,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$67,454
Participant contributions at end of year2012-12-31$5,429
Participant contributions at beginning of year2012-12-31$1,906
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$25,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,944,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$176,831
Administrative expenses (other) incurred2012-12-31$169,778
Liabilities. Value of operating payables at end of year2012-12-31$83,861
Liabilities. Value of operating payables at beginning of year2012-12-31$32,909
Total non interest bearing cash at end of year2012-12-31$192,963
Total non interest bearing cash at beginning of year2012-12-31$264,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,486,668
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,071,483
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,584,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$91
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,050,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,681,326
Interest earned on other investments2012-12-31$80,866
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,303,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,702,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,702,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$786
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$7,959,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$721,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$17,053,051
Employer contributions (assets) at end of year2012-12-31$3,408,682
Employer contributions (assets) at beginning of year2012-12-31$1,029,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,071,227
Contract administrator fees2012-12-31$28,679
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,706,497
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,410,194
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$190,084
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$157,245
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$823,153
Aggregate carrying amount (costs) on sale of assets2012-12-31$797,290
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2012-12-31133082707
2011 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-78,720
Total unrealized appreciation/depreciation of assets2011-12-31$-78,720
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,619,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,374,516
Total income from all sources (including contributions)2011-12-31$10,761,662
Total of all expenses incurred2011-12-31$10,198,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,954,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,591,052
Value of total assets at end of year2011-12-31$16,204,749
Value of total assets at beginning of year2011-12-31$15,395,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$243,670
Total interest from all sources2011-12-31$100,469
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$398,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$398,484
Administrative expenses professional fees incurred2011-12-31$49,457
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$1,367,248
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$1,445,969
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$760,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$65,686
Participant contributions at end of year2011-12-31$1,906
Participant contributions at beginning of year2011-12-31$17,574
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$22,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$176,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$74,575
Other income not declared elsewhere2011-12-31$109
Administrative expenses (other) incurred2011-12-31$166,197
Liabilities. Value of operating payables at end of year2011-12-31$32,909
Liabilities. Value of operating payables at beginning of year2011-12-31$39,005
Total non interest bearing cash at end of year2011-12-31$264,433
Total non interest bearing cash at beginning of year2011-12-31$104,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$563,647
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,584,815
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,021,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$85
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,681,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,497,043
Interest earned on other investments2011-12-31$98,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,702,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$496,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$496,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,694
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$8,321,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-249,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,525,366
Employer contributions (assets) at end of year2011-12-31$1,029,841
Employer contributions (assets) at beginning of year2011-12-31$830,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,610,475
Contract administrator fees2011-12-31$27,931
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,410,194
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,260,936
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$157,245
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$3,969
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2011-12-31133082707
2010 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$179,310
Total unrealized appreciation/depreciation of assets2010-12-31$179,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,374,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,358,775
Total income from all sources (including contributions)2010-12-31$10,504,688
Total loss/gain on sale of assets2010-12-31$-116,531
Total of all expenses incurred2010-12-31$8,866,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,612,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,116,243
Value of total assets at end of year2010-12-31$15,395,684
Value of total assets at beginning of year2010-12-31$13,741,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$253,549
Total interest from all sources2010-12-31$505,979
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$532,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$532,236
Administrative expenses professional fees incurred2010-12-31$59,496
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$1,445,969
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$1,770,253
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$760,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$54,757
Participant contributions at end of year2010-12-31$17,574
Participant contributions at beginning of year2010-12-31$13,106
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$200,915
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$58,038
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$23,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$33,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$74,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,674
Administrative expenses (other) incurred2010-12-31$193,973
Liabilities. Value of operating payables at end of year2010-12-31$39,005
Liabilities. Value of operating payables at beginning of year2010-12-31$35,243
Total non interest bearing cash at end of year2010-12-31$104,098
Total non interest bearing cash at beginning of year2010-12-31$142,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,638,474
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,021,168
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,382,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$80
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,497,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,841,073
Interest earned on other investments2010-12-31$119,450
Income. Interest from US Government securities2010-12-31$306,226
Income. Interest from corporate debt instruments2010-12-31$78,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$496,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$141,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$141,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,566
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$7,863,010
Asset value of US Government securities at beginning of year2010-12-31$786,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$287,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,003,448
Employer contributions (assets) at end of year2010-12-31$830,952
Employer contributions (assets) at beginning of year2010-12-31$721,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$726,489
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,088,541
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,260,936
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,311,858
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$3,969
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,194
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$3,791,039
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,907,570
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2010-12-31133082707

Form 5500 Responses for I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND

2022: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433RN
Policy instance 2
Insurance contract or identification numberGG-433RN
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $330
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $330
Insurance broker organization code?3
US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 )
Policy contract numberUS1181619
Policy instance 1
Insurance contract or identification numberUS1181619
Number of Individuals Covered820
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $544,356
Welfare Benefit Premiums Paid to CarrierUSD $1,324,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $463,636
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010266063
Policy instance 9
Insurance contract or identification number000010266063
Number of Individuals Covered804
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $2,876
Total amount of fees paid to insurance companyUSD $7,566
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7566
Additional information about fees paid to insurance brokerFEES OVERRIDES AND BROKER BONUS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,876
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433TN
Policy instance 3
Insurance contract or identification numberGG-433TN
Number of Individuals Covered231
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $25,533
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $248,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,533
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433N
Policy instance 4
Insurance contract or identification numberGG-433N
Number of Individuals Covered391
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $43,548
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $421,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,548
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433CN
Policy instance 5
Insurance contract or identification numberGG-433CN
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $651
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,966
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $651
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433GN
Policy instance 6
Insurance contract or identification numberGG-433GN
Number of Individuals Covered154
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,263
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $173,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,263
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433WN
Policy instance 7
Insurance contract or identification numberGG-433WN
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,357
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,357
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010266065
Policy instance 8
Insurance contract or identification number000010266065
Number of Individuals Covered804
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $4,376
Total amount of fees paid to insurance companyUSD $33,378
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $178,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees33378
Additional information about fees paid to insurance brokerFEES OVERRIDES AND BROKER BONUS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $4,376
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER2020-023
Policy instance 3
Insurance contract or identification numberGER2020-023
Number of Individuals Covered9607
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $564,740
Welfare Benefit Premiums Paid to CarrierUSD $1,273,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $475,456
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 2
Insurance contract or identification number260C55
Number of Individuals Covered815
Insurance policy start date2021-01-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $2,894
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,292
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,894
Insurance broker organization code?4
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 1
Insurance contract or identification number260C55
Number of Individuals Covered816
Insurance policy start date2021-01-01
Insurance policy end date2021-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,897
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 numberGG-433RN
Policy instance 4
Insurance contract or identification numberGG-433RN
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $385
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $385
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433TN
Policy instance 5
Insurance contract or identification numberGG-433TN
Number of Individuals Covered222
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $22,058
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $183,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,058
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433N
Policy instance 6
Insurance contract or identification numberGG-433N
Number of Individuals Covered398
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $38,551
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $325,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,551
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433CN
Policy instance 7
Insurance contract or identification numberGG-433CN
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $440
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $440
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433GN
Policy instance 8
Insurance contract or identification numberGG-433GN
Number of Individuals Covered189
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $19,968
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $166,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,968
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433WN
Policy instance 9
Insurance contract or identification numberGG-433WN
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,614
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,614
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010266065
Policy instance 10
Insurance contract or identification number000010266065
Number of Individuals Covered824
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $4,426
Total amount of fees paid to insurance companyUSD $25,967
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $185,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25967
Additional information about fees paid to insurance brokerFEES OVERRIDES
Insurance broker organization code?4
Commission paid to Insurance BrokerUSD $4,426
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010266063
Policy instance 11
Insurance contract or identification number000010266063
Number of Individuals Covered824
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $2,911
Total amount of fees paid to insurance companyUSD $5,504
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5504
Additional information about fees paid to insurance brokerFEES OVERRIDES
Insurance broker organization code?4
Commission paid to Insurance BrokerUSD $2,911
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 1
Insurance contract or identification number260C55
Number of Individuals Covered807
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 2
Insurance contract or identification number28ST02
Number of Individuals Covered806
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,349
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,349
Insurance broker organization code?3
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 63657 )
Policy contract numberANTEX2018-005
Policy instance 3
Insurance contract or identification numberANTEX2018-005
Number of Individuals Covered788
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $550,208
Welfare Benefit Premiums Paid to CarrierUSD $1,161,780
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $455,963
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433RN
Policy instance 4
Insurance contract or identification numberGG-433RN
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $358
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $358
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433TN
Policy instance 5
Insurance contract or identification numberGG-433TN
Number of Individuals Covered225
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,055
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $217,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,055
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433N
Policy instance 6
Insurance contract or identification numberGG-433N
Number of Individuals Covered365
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $42,934
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $357,705
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,934
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433CN
Policy instance 7
Insurance contract or identification numberGG-433CN
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $321
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $321
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433GN
Policy instance 8
Insurance contract or identification numberGG-433GN
Number of Individuals Covered202
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $24,717
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $204,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,717
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433WN
Policy instance 9
Insurance contract or identification numberGG-433WN
Number of Individuals Covered15
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,999
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,999
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433N
Policy instance 6
Insurance contract or identification numberGG-433N
Number of Individuals Covered356
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $37,589
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $314,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,589
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433GN
Policy instance 8
Insurance contract or identification numberGG-433GN
Number of Individuals Covered217
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $24,194
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $201,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,194
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433CN
Policy instance 7
Insurance contract or identification numberGG-433CN
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $275
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $275
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433TN
Policy instance 5
Insurance contract or identification numberGG-433TN
Number of Individuals Covered217
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $25,478
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $211,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,478
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433RN
Policy instance 4
Insurance contract or identification numberGG-433RN
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $321
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $321
Insurance broker organization code?3
DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 )
Policy contract numberGG-433WN
Policy instance 9
Insurance contract or identification numberGG-433WN
Number of Individuals Covered16
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,502
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,502
Insurance broker organization code?3
GARDEN STATE LIFE/UNITYRE (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberANTEX2018-005
Policy instance 3
Insurance contract or identification numberANTEX2018-005
Number of Individuals Covered850
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $557,421
Welfare Benefit Premiums Paid to CarrierUSD $1,174,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $462,683
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 2
Insurance contract or identification number28ST02
Number of Individuals Covered815
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,272
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,272
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 1
Insurance contract or identification number260C55
Number of Individuals Covered815
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $96,369
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 numberGG-433CN
Policy instance 5
Insurance contract or identification numberGG-433CN
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 2
Insurance contract or identification number28ST02
Number of Individuals Covered818
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,874
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 numberGG-433TN
Policy instance 10
Insurance contract or identification numberGG-433TN
Number of Individuals Covered227
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $204,795
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 numberGG-433RN
Policy instance 9
Insurance contract or identification numberGG-433RN
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,087
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 numberGG-433N
Policy instance 8
Insurance contract or identification numberGG-433N
Number of Individuals Covered341
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $289,501
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 numberGG-433GN
Policy instance 7
Insurance contract or identification numberGG-433GN
Number of Individuals Covered219
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $180,691
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 numberGG-433WN
Policy instance 6
Insurance contract or identification numberGG-433WN
Number of Individuals Covered35
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GARDEN STATE LIFE/UNITYRE (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberANTEX2018-005
Policy instance 4
Insurance contract or identification numberANTEX2018-005
Number of Individuals Covered768
Insurance policy start date2018-06-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $315,235
Welfare Benefit Premiums Paid to CarrierUSD $656,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $261,653
Insurance broker organization code?3
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract numberM0000GR01
Policy instance 3
Insurance contract or identification numberM0000GR01
Number of Individuals Covered754
Insurance policy start date2018-01-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $136,755
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,558,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $136,755
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 1
Insurance contract or identification number260C55
Number of Individuals Covered819
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,375
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $89,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,375
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 1
Insurance contract or identification number260C55
Number of Individuals Covered718
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 2
Insurance contract or identification number28ST02
Number of Individuals Covered718
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,250
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,369
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,250
Insurance broker organization code?3
Insurance broker nameUNION BENEFIT PLANNERS, INC.
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract numberM0000GR01
Policy instance 3
Insurance contract or identification numberM0000GR01
Number of Individuals Covered674
Insurance policy start date2017-06-01
Insurance policy end date2017-05-31
Total amount of commissions paid to insurance brokerUSD $289,297
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,643,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $289,297
Insurance broker organization code?3
Insurance broker nameUNION BENEFIT PLANNERS, INC.
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number228278
Policy instance 1
Insurance contract or identification number228278
Number of Individuals Covered1656
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,219,937
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 2
Insurance contract or identification number260C55
Number of Individuals Covered524
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 3
Insurance contract or identification number28ST02
Number of Individuals Covered524
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $74,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 3
Insurance contract or identification number28ST02
Number of Individuals Covered559
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,968
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 number228278
Policy instance 1
Insurance contract or identification number228278
Number of Individuals Covered1692
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,940,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 2
Insurance contract or identification number260C55
Number of Individuals Covered559
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 3
Insurance contract or identification number28ST02
Number of Individuals Covered507
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,541
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 number228278
Policy instance 1
Insurance contract or identification number228278
Number of Individuals Covered1608
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,380,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 2
Insurance contract or identification number260C55
Number of Individuals Covered507
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 1
Insurance contract or identification number28ST02
Number of Individuals Covered479
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,293
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 number228278
Policy instance 3
Insurance contract or identification number228278
Number of Individuals Covered1504
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,435,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 2
Insurance contract or identification number260C55
Number of Individuals Covered479
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 1
Insurance contract or identification number28ST02
Number of Individuals Covered507
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,495
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 number228278
Policy instance 3
Insurance contract or identification number228278
Number of Individuals Covered1536
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,124,026
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 2
Insurance contract or identification number260C55
Number of Individuals Covered508
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C55
Policy instance 2
Insurance contract or identification number260C55
Number of Individuals Covered515
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28ST02
Policy instance 1
Insurance contract or identification number28ST02
Number of Individuals Covered514
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $72,733
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 number228278
Policy instance 3
Insurance contract or identification number228278
Number of Individuals Covered1555
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,356,963
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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