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LOCAL 377 WELFARE FUND 401k Plan overview

Plan NameLOCAL 377 WELFARE FUND
Plan identification number 504

LOCAL 377 WELFARE FUND Benefits

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

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES OF LOCAL 377 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OF LOCAL 377 WELFARE FUND
Employer identification number (EIN):131605847
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 377 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042018-01-01
5042017-01-01BERTA ANDERSON SCOTT
5042016-01-01BERTA ANDERSON SCOTT
5042016-01-01BERTA ANDERSON SCOTT
5042015-01-01BERTA ANDERSON SCOTT
5042015-01-01BERTA ANDERSON SCOTT
5042014-01-01BERTA ANDERSON SCOTT
5042014-01-01BERTA ANDERSON SCOTT
5042013-01-01BERTA ANDERSON SCOTT
5042012-01-01BERTA ANDERSON SCOTT
5042012-01-01BERTA ANDERSON SCOTT
5042011-01-01BERTA ANDERSON SCOTT
5042010-01-01RUBEN FONT
5042009-01-01NANCY MANARY

Plan Statistics for LOCAL 377 WELFARE FUND

401k plan membership statisitcs for LOCAL 377 WELFARE FUND

Measure Date Value
2018: LOCAL 377 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0153
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
2017: LOCAL 377 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01861
Total number of active participants reported on line 7a of the Form 55002017-01-0153
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0153
Number of employers contributing to the scheme2017-01-0136
2016: LOCAL 377 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01834
Total number of active participants reported on line 7a of the Form 55002016-01-01861
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01861
Number of employers contributing to the scheme2016-01-01219
2015: LOCAL 377 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01855
Total number of active participants reported on line 7a of the Form 55002015-01-01834
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01834
Number of employers contributing to the scheme2015-01-01229
2014: LOCAL 377 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01859
Total number of active participants reported on line 7a of the Form 55002014-01-01855
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01855
Number of employers contributing to the scheme2014-01-01231
2013: LOCAL 377 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01853
Total number of active participants reported on line 7a of the Form 55002013-01-01859
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01859
Number of employers contributing to the scheme2013-01-01240
2012: LOCAL 377 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01868
Total number of active participants reported on line 7a of the Form 55002012-01-01853
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01853
Number of employers contributing to the scheme2012-01-01244
2011: LOCAL 377 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01852
Total number of active participants reported on line 7a of the Form 55002011-01-01868
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01868
2010: LOCAL 377 WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01888
Total number of active participants reported on line 7a of the Form 55002010-01-01852
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01852
2009: LOCAL 377 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01950
Total number of active participants reported on line 7a of the Form 55002009-01-01888
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01888

Financial Data on LOCAL 377 WELFARE FUND

Measure Date Value
2018 : LOCAL 377 WELFARE FUND 2018 401k financial data
Transfers to/from the plan2018-12-31$-337,628
Total plan liabilities at beginning of year2018-12-31$14,900
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$1,834
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$354,362
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,834
Net income (gross income less expenses)2018-12-31$-1,834
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$339,462
2017 : LOCAL 377 WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-222,156
Total unrealized appreciation/depreciation of assets2017-12-31$-222,156
Total transfer of assets from this plan2017-12-31$4,190,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,343
Total income from all sources (including contributions)2017-12-31$529,472
Total loss/gain on sale of assets2017-12-31$408,610
Total of all expenses incurred2017-12-31$310,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$191,530
Value of total assets at end of year2017-12-31$354,362
Value of total assets at beginning of year2017-12-31$4,360,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$283,907
Total interest from all sources2017-12-31$66,525
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$40,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$64,316
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$15,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$20,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$28,106
Other income not declared elsewhere2017-12-31$44,641
Administrative expenses (other) incurred2017-12-31$195,564
Liabilities. Value of operating payables at end of year2017-12-31$8,100
Liabilities. Value of operating payables at beginning of year2017-12-31$10,116
Total non interest bearing cash at end of year2017-12-31$334,352
Total non interest bearing cash at beginning of year2017-12-31$498,612
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$218,481
Value of net assets at end of year (total assets less liabilities)2017-12-31$339,462
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,311,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$24,027
Income. Interest from corporate debt instruments2017-12-31$66,525
Asset value of US Government securities at beginning of year2017-12-31$793,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$191,530
Employer contributions (assets) at end of year2017-12-31$3,530
Employer contributions (assets) at beginning of year2017-12-31$25,011
Income. Dividends from common stock2017-12-31$40,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,084
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,681,417
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,342,272
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$11,121
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$685
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$5,395,723
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,987,113
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 name2017-12-31CASTIGLIA, LLP
Accountancy firm EIN2017-12-31462725636
2016 : LOCAL 377 WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$87,734
Total unrealized appreciation/depreciation of assets2016-12-31$87,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$87,417
Total income from all sources (including contributions)2016-12-31$863,638
Total loss/gain on sale of assets2016-12-31$20,662
Total of all expenses incurred2016-12-31$478,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$104,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$665,347
Value of total assets at end of year2016-12-31$4,360,360
Value of total assets at beginning of year2016-12-31$4,013,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$374,245
Total interest from all sources2016-12-31$61,308
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$28,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$89,092
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$20,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$78,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$28,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$59,350
Administrative expenses (other) incurred2016-12-31$265,417
Liabilities. Value of operating payables at end of year2016-12-31$10,116
Total non interest bearing cash at end of year2016-12-31$498,612
Total non interest bearing cash at beginning of year2016-12-31$1,180,271
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$385,043
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,311,017
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,925,974
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$19,736
Income. Interest from corporate debt instruments2016-12-31$61,308
Asset value of US Government securities at end of year2016-12-31$793,019
Asset value of US Government securities at beginning of year2016-12-31$674,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$665,347
Employer contributions (assets) at end of year2016-12-31$25,011
Employer contributions (assets) at beginning of year2016-12-31$90,189
Income. Dividends from common stock2016-12-31$28,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$104,350
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,681,417
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,153,515
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,342,272
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$836,003
Liabilities. Value of benefit claims payable at end of year2016-12-31$11,121
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$28,067
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$650,813
Aggregate carrying amount (costs) on sale of assets2016-12-31$630,151
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CASTIGLIA, LLP
Accountancy firm EIN2016-12-31462725636
2015 : LOCAL 377 WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-117,149
Total unrealized appreciation/depreciation of assets2015-12-31$-117,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$87,417
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$400,935
Total income from all sources (including contributions)2015-12-31$1,757,177
Total loss/gain on sale of assets2015-12-31$60,231
Total of all expenses incurred2015-12-31$701,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$189,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,733,898
Value of total assets at end of year2015-12-31$4,013,391
Value of total assets at beginning of year2015-12-31$3,270,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$511,750
Total interest from all sources2015-12-31$57,926
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$83,501
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$78,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$62,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$59,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,900
Administrative expenses (other) incurred2015-12-31$410,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,055,925
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,925,974
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,870,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,129
Income. Interest from US Government securities2015-12-31$27,804
Income. Interest from corporate debt instruments2015-12-31$30,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,180,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$403,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$403,136
Asset value of US Government securities at end of year2015-12-31$674,980
Asset value of US Government securities at beginning of year2015-12-31$930,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,733,898
Employer contributions (assets) at end of year2015-12-31$90,189
Employer contributions (assets) at beginning of year2015-12-31$136,098
Income. Dividends from common stock2015-12-31$22,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$189,502
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,153,515
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$886,050
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$836,003
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$852,708
Liabilities. Value of benefit claims payable at end of year2015-12-31$28,067
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$399,035
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,178,874
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,118,643
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CASTIGLIA, LLP
Accountancy firm EIN2015-12-31462725636
2014 : LOCAL 377 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-36,664
Total unrealized appreciation/depreciation of assets2014-12-31$-36,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$414,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$486,112
Total income from all sources (including contributions)2014-12-31$3,397,756
Total loss/gain on sale of assets2014-12-31$82,545
Total of all expenses incurred2014-12-31$3,263,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,653,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,275,057
Value of total assets at end of year2014-12-31$3,362,385
Value of total assets at beginning of year2014-12-31$3,300,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$609,697
Total interest from all sources2014-12-31$51,705
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$25,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$118,118
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$18,500
Assets. Other investments not covered elsewhere at end of year2014-12-31$132,433
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$102,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$44,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$64,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,900
Administrative expenses (other) incurred2014-12-31$474,547
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$134,378
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,948,337
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,813,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,032
Interest earned on other investments2014-12-31$2,080
Income. Interest from US Government securities2014-12-31$23,422
Income. Interest from corporate debt instruments2014-12-31$26,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$382,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$501,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$501,964
Asset value of US Government securities at end of year2014-12-31$798,029
Asset value of US Government securities at beginning of year2014-12-31$693,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,275,057
Employer contributions (assets) at end of year2014-12-31$267,092
Employer contributions (assets) at beginning of year2014-12-31$116,022
Income. Dividends from common stock2014-12-31$25,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,653,681
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$886,050
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$802,393
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$852,708
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,019,495
Liabilities. Value of benefit claims payable at end of year2014-12-31$412,148
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$484,212
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$907,860
Aggregate carrying amount (costs) on sale of assets2014-12-31$825,315
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : LOCAL 377 WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$129,534
Total unrealized appreciation/depreciation of assets2013-12-31$129,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$486,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$439,397
Total income from all sources (including contributions)2013-12-31$3,347,239
Total loss/gain on sale of assets2013-12-31$-4,242
Total of all expenses incurred2013-12-31$3,157,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,591,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,141,486
Value of total assets at end of year2013-12-31$3,300,071
Value of total assets at beginning of year2013-12-31$3,064,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$566,337
Total interest from all sources2013-12-31$55,545
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$115,129
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$18,000
Assets. Other investments not covered elsewhere at end of year2013-12-31$102,425
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$172,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$64,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$62,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,204
Administrative expenses (other) incurred2013-12-31$435,160
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$189,256
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,813,959
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,624,703
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$16,048
Income. Interest from US Government securities2013-12-31$30,372
Income. Interest from corporate debt instruments2013-12-31$25,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$501,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$395,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$395,211
Asset value of US Government securities at end of year2013-12-31$693,348
Asset value of US Government securities at beginning of year2013-12-31$864,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,141,486
Employer contributions (assets) at end of year2013-12-31$116,022
Employer contributions (assets) at beginning of year2013-12-31$140,428
Income. Dividends from common stock2013-12-31$24,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,591,646
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$802,393
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$632,491
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,019,495
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$795,903
Liabilities. Value of benefit claims payable at end of year2013-12-31$484,212
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$435,193
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$691,519
Aggregate carrying amount (costs) on sale of assets2013-12-31$695,761
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : LOCAL 377 WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$76,145
Total unrealized appreciation/depreciation of assets2012-12-31$76,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$439,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$335,956
Total income from all sources (including contributions)2012-12-31$3,101,691
Total loss/gain on sale of assets2012-12-31$-11,375
Total of all expenses incurred2012-12-31$3,059,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,479,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,953,447
Value of total assets at end of year2012-12-31$3,064,100
Value of total assets at beginning of year2012-12-31$2,918,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$579,497
Total interest from all sources2012-12-31$57,130
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$26,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$59,192
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$172,877
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$76,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$62,215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$66,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,900
Administrative expenses (other) incurred2012-12-31$504,483
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$42,279
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,624,703
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,582,424
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$15,822
Income. Interest from US Government securities2012-12-31$35,987
Income. Interest from corporate debt instruments2012-12-31$21,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$395,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$225,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$225,725
Asset value of US Government securities at end of year2012-12-31$864,975
Asset value of US Government securities at beginning of year2012-12-31$1,027,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$2,953,447
Employer contributions (assets) at end of year2012-12-31$140,428
Employer contributions (assets) at beginning of year2012-12-31$155,649
Income. Dividends from common stock2012-12-31$26,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,479,915
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$632,491
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$625,825
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$795,903
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$741,102
Liabilities. Value of benefit claims payable at end of year2012-12-31$435,193
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$334,056
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$536,743
Aggregate carrying amount (costs) on sale of assets2012-12-31$548,118
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : LOCAL 377 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$37,198
Total unrealized appreciation/depreciation of assets2011-12-31$37,198
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$335,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$230,535
Total income from all sources (including contributions)2011-12-31$2,696,308
Total loss/gain on sale of assets2011-12-31$-23,309
Total of all expenses incurred2011-12-31$2,834,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,247,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,604,528
Value of total assets at end of year2011-12-31$2,918,380
Value of total assets at beginning of year2011-12-31$2,951,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$587,147
Total interest from all sources2011-12-31$54,735
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$23,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$54,130
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$76,516
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$93,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$66,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$63,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,900
Administrative expenses (other) incurred2011-12-31$517,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-138,254
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,582,424
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,720,678
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$15,801
Interest earned on other investments2011-12-31$1,232
Income. Interest from US Government securities2011-12-31$43,424
Income. Interest from corporate debt instruments2011-12-31$10,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$225,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$357,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$357,502
Asset value of US Government securities at end of year2011-12-31$1,027,402
Asset value of US Government securities at beginning of year2011-12-31$1,575,335
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$2,604,528
Employer contributions (assets) at end of year2011-12-31$155,649
Employer contributions (assets) at beginning of year2011-12-31$139,409
Income. Dividends from common stock2011-12-31$23,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,247,415
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$625,825
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$741,102
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$721,377
Liabilities. Value of benefit claims payable at end of year2011-12-31$334,056
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$228,635
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,166,446
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,189,755
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : LOCAL 377 WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$16,626
Total unrealized appreciation/depreciation of assets2010-12-31$16,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$230,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$288,666
Total income from all sources (including contributions)2010-12-31$2,518,607
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,716,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,169,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,422,618
Value of total assets at end of year2010-12-31$2,911,213
Value of total assets at beginning of year2010-12-31$3,167,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$547,412
Total interest from all sources2010-12-31$67,194
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$63,403
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$93,601
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$114,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$63,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$107,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$64,558
Administrative expenses (other) incurred2010-12-31$467,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-197,970
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,680,678
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,878,648
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$16,747
Income. Interest from US Government securities2010-12-31$67,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$357,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$354,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$354,433
Asset value of US Government securities at end of year2010-12-31$1,575,335
Asset value of US Government securities at beginning of year2010-12-31$1,743,363
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$2,422,618
Employer contributions (assets) at end of year2010-12-31$99,409
Employer contributions (assets) at beginning of year2010-12-31$161,825
Income. Dividends from common stock2010-12-31$12,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,169,165
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$721,377
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$685,834
Liabilities. Value of benefit claims payable at end of year2010-12-31$228,635
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$224,108
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for LOCAL 377 WELFARE FUND

2018: LOCAL 377 WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL 377 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 - TrustYes
2016: LOCAL 377 WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL 377 WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 377 WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 377 WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 377 WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 377 WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL 377 WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 377 WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number00-ADD-SO6100
Policy instance 1
Insurance contract or identification number00-ADD-SO6100
Number of Individuals Covered855
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number00-ADD-SO6100
Policy instance 1
Insurance contract or identification number00-ADD-SO6100
Number of Individuals Covered855
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number00-ADD-SO6100
Policy instance 1
Insurance contract or identification number00-ADD-SO6100
Number of Individuals Covered859
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,369
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number00-ADD-SO6100
Policy instance 1
Insurance contract or identification number00-ADD-SO6100
Number of Individuals Covered853
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number00-ADD-SO6100
Policy instance 1
Insurance contract or identification number00-ADD-SO6100
Number of Individuals Covered868
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,994
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number00-ADD-SO6100
Policy instance 1
Insurance contract or identification number00-ADD-SO6100
Number of Individuals Covered852
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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