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WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 401k Plan overview

Plan NameWELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO
Plan identification number 501

WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Supplemental unemployment
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BD OF TRUSTEES OF THE WELFARE PLAN LOCALS 137,137A,137B,137C, AND 137R has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES OF THE WELFARE PLAN LOCALS 137,137A,137B,137C, AND 137R
Employer identification number (EIN):131739714
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JEFFREY LOUGHLIN2023-06-25 RICHARD LOMBARDI2023-06-25
5012021-01-01JEFFREY LOUGHLIN2022-06-27 RICHARD LOMBARDI2022-06-27
5012020-01-01JEFFREY LOUGHLIN2021-05-19 RICHARD LOMBARDI2021-05-19
5012019-01-01JEFFREY LOUGHLIN2020-06-29 RICHARD T. LOMBARDI2020-06-29
5012018-01-01
5012017-01-01
5012016-01-01CAROL WESTFALL
5012015-01-01CAROL WESTFALL
5012014-01-01VINCENT PANETTIERI
5012013-01-01CAROL WESTFALL
5012012-01-01CAROL WESTFALL
5012011-01-01CAROL WESTFALL
5012010-01-01CAROL WESTFALL
5012009-01-01CAROL WESTFALL
5012009-01-01CAROL WESTFALL

Plan Statistics for WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO

401k plan membership statisitcs for WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO

Measure Date Value
2022: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2022 401k membership
Total participants, beginning-of-year2022-01-01647
Total number of active participants reported on line 7a of the Form 55002022-01-01633
Total of all active and inactive participants2022-01-01633
Number of employers contributing to the scheme2022-01-01221
2021: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2021 401k membership
Total participants, beginning-of-year2021-01-01693
Total number of active participants reported on line 7a of the Form 55002021-01-01632
Number of retired or separated participants receiving benefits2021-01-0115
Total of all active and inactive participants2021-01-01647
Number of employers contributing to the scheme2021-01-01232
2020: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2020 401k membership
Total participants, beginning-of-year2020-01-01709
Total number of active participants reported on line 7a of the Form 55002020-01-01680
Number of retired or separated participants receiving benefits2020-01-0113
Total of all active and inactive participants2020-01-01693
Number of employers contributing to the scheme2020-01-01221
2019: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2019 401k membership
Total participants, beginning-of-year2019-01-01674
Total number of active participants reported on line 7a of the Form 55002019-01-01694
Number of retired or separated participants receiving benefits2019-01-0115
Total of all active and inactive participants2019-01-01709
Number of employers contributing to the scheme2019-01-01230
2018: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2018 401k membership
Total participants, beginning-of-year2018-01-01641
Total number of active participants reported on line 7a of the Form 55002018-01-01667
Number of retired or separated participants receiving benefits2018-01-017
Total of all active and inactive participants2018-01-01674
Number of employers contributing to the scheme2018-01-01230
2017: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2017 401k membership
Total participants, beginning-of-year2017-01-01665
Total number of active participants reported on line 7a of the Form 55002017-01-01641
Total of all active and inactive participants2017-01-01641
Number of employers contributing to the scheme2017-01-01218
2016: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2016 401k membership
Total participants, beginning-of-year2016-01-01638
Total number of active participants reported on line 7a of the Form 55002016-01-01665
Total of all active and inactive participants2016-01-01665
Number of employers contributing to the scheme2016-01-01212
2015: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2015 401k membership
Total participants, beginning-of-year2015-01-01567
Total number of active participants reported on line 7a of the Form 55002015-01-01638
Total of all active and inactive participants2015-01-01638
Number of employers contributing to the scheme2015-01-01298
2014: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2014 401k membership
Total participants, beginning-of-year2014-01-01549
Total number of active participants reported on line 7a of the Form 55002014-01-01567
Total of all active and inactive participants2014-01-01567
Number of employers contributing to the scheme2014-01-01245
2013: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2013 401k membership
Total participants, beginning-of-year2013-01-01948
Total number of active participants reported on line 7a of the Form 55002013-01-01549
Total of all active and inactive participants2013-01-01549
Number of employers contributing to the scheme2013-01-01261
2012: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2012 401k membership
Total participants, beginning-of-year2012-01-01997
Total number of active participants reported on line 7a of the Form 55002012-01-01578
Number of retired or separated participants receiving benefits2012-01-01370
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01948
Number of employers contributing to the scheme2012-01-01288
2011: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2011 401k membership
Total participants, beginning-of-year2011-01-011,065
Total number of active participants reported on line 7a of the Form 55002011-01-01618
Number of retired or separated participants receiving benefits2011-01-01379
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01997
Number of employers contributing to the scheme2011-01-01365
2010: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2010 401k membership
Total participants, beginning-of-year2010-01-011,087
Total number of active participants reported on line 7a of the Form 55002010-01-01680
Number of retired or separated participants receiving benefits2010-01-01385
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Number of employers contributing to the scheme2010-01-01323
2009: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2009 401k membership
Total participants, beginning-of-year2009-01-011,097
Total number of active participants reported on line 7a of the Form 55002009-01-01696
Number of retired or separated participants receiving benefits2009-01-01391
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,087
Number of employers contributing to the scheme2009-01-01328

Financial Data on WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO

Measure Date Value
2022 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,142,351
Total unrealized appreciation/depreciation of assets2022-12-31$-3,142,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,678,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,125,075
Total income from all sources (including contributions)2022-12-31$17,885,558
Total loss/gain on sale of assets2022-12-31$782,774
Total of all expenses incurred2022-12-31$22,107,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,498,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,801,273
Value of total assets at end of year2022-12-31$32,112,929
Value of total assets at beginning of year2022-12-31$37,781,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,608,796
Total interest from all sources2022-12-31$477,835
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$160,158
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$72,977
Administrative expenses professional fees incurred2022-12-31$222,771
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,436,275
Participant contributions at end of year2022-12-31$337,000
Participant contributions at beginning of year2022-12-31$415,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$-1,434,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,887,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,024,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$776,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$300,853
Other income not declared elsewhere2022-12-31$149,000
Administrative expenses (other) incurred2022-12-31$1,269,153
Liabilities. Value of operating payables at end of year2022-12-31$85,157
Liabilities. Value of operating payables at beginning of year2022-12-31$263,595
Total non interest bearing cash at end of year2022-12-31$915,295
Total non interest bearing cash at beginning of year2022-12-31$2,602,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,222,054
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,434,471
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,656,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$116,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,737,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,775,430
Interest earned on other investments2022-12-31$85,170
Income. Interest from US Government securities2022-12-31$74,728
Income. Interest from corporate debt instruments2022-12-31$316,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$705,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$800,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$800,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,632
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$331,781
Asset value of US Government securities at end of year2022-12-31$5,598,388
Asset value of US Government securities at beginning of year2022-12-31$7,229,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,343,131
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$17,364,998
Employer contributions (assets) at end of year2022-12-31$2,190,000
Employer contributions (assets) at beginning of year2022-12-31$2,460,000
Income. Dividends from common stock2022-12-31$87,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,601,633
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$4,023,487
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$3,512,065
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$5,308,472
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$6,097,424
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$5,259,928
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$7,381,628
Liabilities. Value of benefit claims payable at end of year2022-12-31$3,817,051
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,560,627
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$150,254
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$482,283
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
Aggregate proceeds on sale of assets2022-12-31$20,978,217
Aggregate carrying amount (costs) on sale of assets2022-12-31$20,195,443
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHULTHIES & PANETTIERI, LLP
Accountancy firm EIN2022-12-31131577780
2021 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$686,139
Total unrealized appreciation/depreciation of assets2021-12-31$686,139
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,125,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,143,233
Total income from all sources (including contributions)2021-12-31$24,873,116
Total loss/gain on sale of assets2021-12-31$782,774
Total of all expenses incurred2021-12-31$22,325,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,529,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,666,563
Value of total assets at end of year2021-12-31$37,781,600
Value of total assets at beginning of year2021-12-31$34,251,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$796,078
Total interest from all sources2021-12-31$470,291
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$102,973
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$455
Administrative expenses professional fees incurred2021-12-31$211,499
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,377,603
Participant contributions at end of year2021-12-31$415,000
Participant contributions at beginning of year2021-12-31$310,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$-1,381,663
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,024,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,364,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$300,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,362,122
Other income not declared elsewhere2021-12-31$1,576,986
Administrative expenses (other) incurred2021-12-31$461,431
Liabilities. Value of operating payables at end of year2021-12-31$263,595
Liabilities. Value of operating payables at beginning of year2021-12-31$314,794
Total non interest bearing cash at end of year2021-12-31$2,602,786
Total non interest bearing cash at beginning of year2021-12-31$526,079
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$2,547,977
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,656,525
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,108,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$123,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,775,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,670
Interest earned on other investments2021-12-31$81,969
Income. Interest from US Government securities2021-12-31$69,348
Income. Interest from corporate debt instruments2021-12-31$318,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$800,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$28,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$28,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$239
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$324,926
Asset value of US Government securities at end of year2021-12-31$7,229,704
Asset value of US Government securities at beginning of year2021-12-31$7,450,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$587,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$17,288,960
Employer contributions (assets) at end of year2021-12-31$2,460,000
Employer contributions (assets) at beginning of year2021-12-31$2,320,000
Income. Dividends from common stock2021-12-31$102,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,585,798
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$3,512,065
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$3,056,044
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,097,424
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$6,459,419
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$7,381,628
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$11,547,807
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,560,627
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,466,317
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$482,283
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$150,254
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
Aggregate proceeds on sale of assets2021-12-31$20,978,217
Aggregate carrying amount (costs) on sale of assets2021-12-31$20,195,443
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-12-31131577780
2020 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,808,574
Total unrealized appreciation/depreciation of assets2020-12-31$1,808,574
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,143,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,215,553
Total income from all sources (including contributions)2020-12-31$20,079,060
Total loss/gain on sale of assets2020-12-31$-299,753
Total of all expenses incurred2020-12-31$20,407,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,585,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,719,624
Value of total assets at end of year2020-12-31$34,251,781
Value of total assets at beginning of year2020-12-31$34,653,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$822,360
Total interest from all sources2020-12-31$490,383
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$217,151
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$13,417
Administrative expenses professional fees incurred2020-12-31$189,188
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,315,093
Participant contributions at end of year2020-12-31$310,000
Participant contributions at beginning of year2020-12-31$300,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$-1,520,370
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,364,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,044,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,362,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,373,757
Other income not declared elsewhere2020-12-31$143,081
Administrative expenses (other) incurred2020-12-31$520,568
Liabilities. Value of operating payables at end of year2020-12-31$314,794
Liabilities. Value of operating payables at beginning of year2020-12-31$238,796
Total non interest bearing cash at end of year2020-12-31$526,079
Total non interest bearing cash at beginning of year2020-12-31$1,203,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-328,899
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,108,548
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,437,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$112,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,420,809
Interest earned on other investments2020-12-31$40,951
Income. Interest from US Government securities2020-12-31$115,359
Income. Interest from corporate debt instruments2020-12-31$334,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$28,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$92,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$92,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$15
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$289,482
Asset value of US Government securities at end of year2020-12-31$7,450,052
Asset value of US Government securities at beginning of year2020-12-31$3,980,658
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$15,404,531
Employer contributions (assets) at end of year2020-12-31$2,320,000
Employer contributions (assets) at beginning of year2020-12-31$2,290,000
Income. Dividends from common stock2020-12-31$203,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,816,487
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$3,056,044
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$4,845,738
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$6,459,419
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$6,073,291
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$11,547,807
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$11,252,649
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,466,317
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,603,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$150,254
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$150,100
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
Aggregate proceeds on sale of assets2020-12-31$6,977,588
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,277,341
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-12-31131577780
2019 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,571,015
Total unrealized appreciation/depreciation of assets2019-12-31$2,571,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,215,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,768,050
Total income from all sources (including contributions)2019-12-31$25,944,332
Total loss/gain on sale of assets2019-12-31$84,145
Total of all expenses incurred2019-12-31$21,597,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,113,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,465,429
Value of total assets at end of year2019-12-31$34,653,000
Value of total assets at beginning of year2019-12-31$30,859,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$484,366
Total interest from all sources2019-12-31$551,085
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$272,658
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$53,479
Administrative expenses professional fees incurred2019-12-31$202,837
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,958,313
Participant contributions at end of year2019-12-31$300,000
Participant contributions at beginning of year2019-12-31$380,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$-1,537,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,044,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$937,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,373,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,831,790
Administrative expenses (other) incurred2019-12-31$168,752
Liabilities. Value of operating payables at end of year2019-12-31$238,796
Liabilities. Value of operating payables at beginning of year2019-12-31$455,097
Total non interest bearing cash at end of year2019-12-31$1,203,164
Total non interest bearing cash at beginning of year2019-12-31$1,332,326
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$4,346,444
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,437,447
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,091,003
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$112,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,420,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,757,801
Interest earned on other investments2019-12-31$42,376
Income. Interest from US Government securities2019-12-31$52,169
Income. Interest from corporate debt instruments2019-12-31$456,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$92,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$53,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$53,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$29
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$204,826
Asset value of US Government securities at end of year2019-12-31$3,980,658
Asset value of US Government securities at beginning of year2019-12-31$1,927,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$19,507,116
Employer contributions (assets) at end of year2019-12-31$2,290,000
Employer contributions (assets) at beginning of year2019-12-31$3,000,000
Income. Dividends from common stock2019-12-31$219,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,446,341
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$4,845,738
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$5,754,277
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$6,073,291
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$7,455,051
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$11,252,649
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$8,210,575
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,603,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,481,163
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$150,100
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$50,177
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,391,911
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,307,766
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2019-12-31131577780
2018 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,576,607
Total unrealized appreciation/depreciation of assets2018-12-31$-1,576,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,768,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,321,560
Total income from all sources (including contributions)2018-12-31$22,827,281
Total loss/gain on sale of assets2018-12-31$205,679
Total of all expenses incurred2018-12-31$24,203,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,714,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$23,369,047
Value of total assets at end of year2018-12-31$30,859,053
Value of total assets at beginning of year2018-12-31$32,788,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,488,629
Total interest from all sources2018-12-31$588,832
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$240,330
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$15,705
Administrative expenses professional fees incurred2018-12-31$205,265
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,985,267
Participant contributions at end of year2018-12-31$380,000
Participant contributions at beginning of year2018-12-31$278,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$-1,059,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$937,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$587,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,831,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$985,438
Administrative expenses (other) incurred2018-12-31$1,155,231
Liabilities. Value of operating payables at end of year2018-12-31$455,097
Liabilities. Value of operating payables at beginning of year2018-12-31$75,703
Total non interest bearing cash at end of year2018-12-31$1,332,326
Total non interest bearing cash at beginning of year2018-12-31$1,665,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,376,193
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,091,003
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,467,196
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$128,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,757,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$89,081
Interest earned on other investments2018-12-31$44,563
Income. Interest from US Government securities2018-12-31$38,619
Income. Interest from corporate debt instruments2018-12-31$505,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$53,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$81,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$81,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$32
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$164,263
Asset value of US Government securities at end of year2018-12-31$1,927,397
Asset value of US Government securities at beginning of year2018-12-31$2,868,802
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$20,383,780
Employer contributions (assets) at end of year2018-12-31$3,000,000
Employer contributions (assets) at beginning of year2018-12-31$2,480,000
Income. Dividends from common stock2018-12-31$224,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,610,414
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$5,754,277
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$6,382,719
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$7,455,051
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$7,796,309
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$8,210,575
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$10,509,412
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,481,163
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$5,260,419
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$50,177
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$50,100
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
Aggregate proceeds on sale of assets2018-12-31$4,772,214
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,566,535
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 name2018-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2018-12-31131577780
2017 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,144,549
Total unrealized appreciation/depreciation of assets2017-12-31$1,144,549
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,321,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,185,333
Total income from all sources (including contributions)2017-12-31$21,161,219
Total loss/gain on sale of assets2017-12-31$13,159
Total of all expenses incurred2017-12-31$22,723,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$21,356,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,223,557
Value of total assets at end of year2017-12-31$32,788,756
Value of total assets at beginning of year2017-12-31$32,214,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,366,880
Total interest from all sources2017-12-31$528,480
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$251,474
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$14,590
Administrative expenses professional fees incurred2017-12-31$216,708
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,983,559
Participant contributions at end of year2017-12-31$278,000
Participant contributions at beginning of year2017-12-31$202,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$-1,087,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$587,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$323,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$985,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$549,145
Administrative expenses (other) incurred2017-12-31$1,036,072
Liabilities. Value of operating payables at end of year2017-12-31$75,703
Liabilities. Value of operating payables at beginning of year2017-12-31$153,554
Total non interest bearing cash at end of year2017-12-31$1,665,354
Total non interest bearing cash at beginning of year2017-12-31$2,492,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,561,809
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,467,196
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,029,005
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$114,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$89,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,981,584
Interest earned on other investments2017-12-31$33,298
Income. Interest from US Government securities2017-12-31$34,788
Income. Interest from corporate debt instruments2017-12-31$460,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$81,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$210,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$210,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$39
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$151,046
Asset value of US Government securities at end of year2017-12-31$2,868,802
Asset value of US Government securities at beginning of year2017-12-31$1,885,331
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$17,239,998
Employer contributions (assets) at end of year2017-12-31$2,480,000
Employer contributions (assets) at beginning of year2017-12-31$2,230,000
Income. Dividends from common stock2017-12-31$236,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$22,292,630
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$6,382,719
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$5,427,981
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$7,796,309
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$5,613,177
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$10,509,412
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$9,794,076
Liabilities. Value of benefit claims payable at end of year2017-12-31$5,260,419
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,482,634
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$50,100
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$53,966
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
Aggregate proceeds on sale of assets2017-12-31$3,753,294
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,740,135
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 name2017-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-12-31131577780
2016 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$825,316
Total unrealized appreciation/depreciation of assets2016-12-31$825,316
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,185,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,265,589
Total income from all sources (including contributions)2016-12-31$20,025,281
Total loss/gain on sale of assets2016-12-31$-116,498
Total of all expenses incurred2016-12-31$16,423,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,435,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,608,637
Value of total assets at end of year2016-12-31$32,214,338
Value of total assets at beginning of year2016-12-31$28,693,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$988,601
Total interest from all sources2016-12-31$508,436
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$199,390
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$4,765
Administrative expenses professional fees incurred2016-12-31$188,714
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,796,257
Participant contributions at end of year2016-12-31$202,000
Participant contributions at beginning of year2016-12-31$105,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$-1,316,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$323,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$262,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$549,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$774,488
Administrative expenses (other) incurred2016-12-31$697,178
Liabilities. Value of operating payables at end of year2016-12-31$153,554
Liabilities. Value of operating payables at beginning of year2016-12-31$78,156
Total non interest bearing cash at end of year2016-12-31$2,492,383
Total non interest bearing cash at beginning of year2016-12-31$1,692,711
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$3,601,323
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,029,005
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,427,682
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$102,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,981,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$422,111
Interest earned on other investments2016-12-31$51,991
Income. Interest from US Government securities2016-12-31$61,266
Income. Interest from corporate debt instruments2016-12-31$395,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$210,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$35
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$131,602
Asset value of US Government securities at end of year2016-12-31$1,885,331
Asset value of US Government securities at beginning of year2016-12-31$2,883,809
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$16,812,380
Employer contributions (assets) at end of year2016-12-31$2,230,000
Employer contributions (assets) at beginning of year2016-12-31$2,360,000
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$194,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,619,937
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$5,427,981
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$6,003,157
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$5,613,177
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$6,325,561
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$9,794,076
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$8,565,027
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,482,634
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,412,945
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$53,966
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$56,330
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$5,657,612
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,774,110
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-12-31131577780
2015 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-747,767
Total unrealized appreciation/depreciation of assets2015-12-31$-747,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,265,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,701,075
Total income from all sources (including contributions)2015-12-31$15,446,262
Total loss/gain on sale of assets2015-12-31$-87,500
Total of all expenses incurred2015-12-31$18,063,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,970,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,561,977
Value of total assets at end of year2015-12-31$28,693,271
Value of total assets at beginning of year2015-12-31$30,745,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,093,005
Total interest from all sources2015-12-31$519,309
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$200,243
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$196,761
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$786,917
Participant contributions at end of year2015-12-31$105,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$-1,597,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$262,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$117,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$774,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$370,187
Administrative expenses (other) incurred2015-12-31$796,163
Liabilities. Value of operating payables at end of year2015-12-31$78,156
Liabilities. Value of operating payables at beginning of year2015-12-31$75,888
Total non interest bearing cash at end of year2015-12-31$1,692,711
Total non interest bearing cash at beginning of year2015-12-31$1,459,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,616,774
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,427,682
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,044,456
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$100,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$422,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,673,720
Interest earned on other investments2015-12-31$16,423
Income. Interest from US Government securities2015-12-31$106,097
Income. Interest from corporate debt instruments2015-12-31$396,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$279,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$279,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$31
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$130,000
Asset value of US Government securities at end of year2015-12-31$2,883,809
Asset value of US Government securities at beginning of year2015-12-31$2,954,799
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$14,775,060
Employer contributions (assets) at end of year2015-12-31$2,360,000
Employer contributions (assets) at beginning of year2015-12-31$1,429,000
Income. Dividends from common stock2015-12-31$200,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,437,463
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$6,003,157
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$7,729,115
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$6,325,561
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,889,565
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$8,565,027
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$10,919,771
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,412,945
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,255,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$56,330
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$294,260
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$3,793,108
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,880,608
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 name2015-12-31SCHULTHIES & PANETIERI, LLP
Accountancy firm EIN2015-12-31131577780
2014 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$985,725
Total unrealized appreciation/depreciation of assets2014-12-31$985,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,701,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,810,284
Total income from all sources (including contributions)2014-12-31$13,390,801
Total loss/gain on sale of assets2014-12-31$-138,033
Total of all expenses incurred2014-12-31$14,523,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,764,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,751,714
Value of total assets at end of year2014-12-31$30,745,531
Value of total assets at beginning of year2014-12-31$31,987,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$758,889
Total interest from all sources2014-12-31$558,226
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$233,169
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$82
Administrative expenses professional fees incurred2014-12-31$184,311
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$74,084
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$-1,738,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$117,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$135,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$370,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$203,248
Administrative expenses (other) incurred2014-12-31$467,744
Liabilities. Value of operating payables at end of year2014-12-31$75,888
Liabilities. Value of operating payables at beginning of year2014-12-31$87,036
Total non interest bearing cash at end of year2014-12-31$1,459,143
Total non interest bearing cash at beginning of year2014-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,132,642
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,044,456
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,177,098
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$106,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,673,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$567,244
Interest earned on other investments2014-12-31$48,166
Income. Interest from US Government securities2014-12-31$133,777
Income. Interest from corporate debt instruments2014-12-31$375,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$279,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$467,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$467,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$381
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$97,447
Asset value of US Government securities at end of year2014-12-31$2,954,799
Asset value of US Government securities at beginning of year2014-12-31$4,046,962
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$11,677,630
Employer contributions (assets) at end of year2014-12-31$1,429,000
Employer contributions (assets) at beginning of year2014-12-31$1,509,000
Income. Dividends from common stock2014-12-31$233,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,406,002
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$7,729,115
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$6,894,426
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,889,565
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,549,919
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$10,919,771
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$12,454,937
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,255,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,520,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$294,260
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$362,045
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$9,543,677
Aggregate carrying amount (costs) on sale of assets2014-12-31$9,681,710
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 name2014-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2014-12-31131577780
2013 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,064,356
Total unrealized appreciation/depreciation of assets2013-12-31$2,064,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,810,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,685,156
Total income from all sources (including contributions)2013-12-31$11,087,985
Total loss/gain on sale of assets2013-12-31$9,474
Total of all expenses incurred2013-12-31$14,539,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,665,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,026,350
Value of total assets at end of year2013-12-31$31,987,382
Value of total assets at beginning of year2013-12-31$35,313,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$874,407
Total interest from all sources2013-12-31$750,573
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$237,121
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$155,334
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$174,605
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$-3,786,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$135,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$226,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$203,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$562,064
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$605,213
Liabilities. Value of operating payables at end of year2013-12-31$87,036
Liabilities. Value of operating payables at beginning of year2013-12-31$76,304
Total non interest bearing cash at end of year2013-12-31$100
Total non interest bearing cash at beginning of year2013-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-3,451,597
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,177,098
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,628,695
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$113,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$567,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,135,142
Interest earned on other investments2013-12-31$44,973
Income. Interest from US Government securities2013-12-31$218,615
Income. Interest from corporate debt instruments2013-12-31$486,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$467,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,251,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,251,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$427
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$133,491
Asset value of US Government securities at end of year2013-12-31$4,046,962
Asset value of US Government securities at beginning of year2013-12-31$5,187,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$111
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$7,851,745
Employer contributions (assets) at end of year2013-12-31$1,509,000
Employer contributions (assets) at beginning of year2013-12-31$1,568,000
Income. Dividends from common stock2013-12-31$237,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,318,023
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$6,894,426
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$9,111,177
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,549,919
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,985,805
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$12,454,937
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,174,014
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,520,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,046,788
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$362,045
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$674,239
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$7,992,794
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,983,320
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 name2013-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2013-12-31131577780
2012 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,318,096
Total unrealized appreciation/depreciation of assets2012-12-31$1,318,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,685,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,024,629
Total income from all sources (including contributions)2012-12-31$12,854,681
Total loss/gain on sale of assets2012-12-31$170,197
Total of all expenses incurred2012-12-31$15,934,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,110,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,236,820
Value of total assets at end of year2012-12-31$35,313,851
Value of total assets at beginning of year2012-12-31$37,733,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$824,661
Total interest from all sources2012-12-31$908,198
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$221,370
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$125,655
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$31,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$226,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$370,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$562,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$145,842
Administrative expenses (other) incurred2012-12-31$573,424
Liabilities. Value of operating payables at end of year2012-12-31$76,304
Liabilities. Value of operating payables at beginning of year2012-12-31$111,069
Total non interest bearing cash at end of year2012-12-31$100
Total non interest bearing cash at beginning of year2012-12-31$1,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-3,080,155
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,628,695
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,708,850
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$125,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,135,142
Interest earned on other investments2012-12-31$12,308
Income. Interest from US Government securities2012-12-31$219,214
Income. Interest from corporate debt instruments2012-12-31$676,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,251,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$410,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$410,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$579
Asset value of US Government securities at end of year2012-12-31$5,187,592
Asset value of US Government securities at beginning of year2012-12-31$7,150,872
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$10,205,780
Employer contributions (assets) at end of year2012-12-31$1,568,000
Employer contributions (assets) at beginning of year2012-12-31$1,982,450
Income. Dividends from common stock2012-12-31$221,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,110,175
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$9,111,177
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$10,345,039
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,985,805
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$7,034,757
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,174,014
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$9,770,431
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,046,788
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,767,718
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$674,239
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$667,851
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$6,819,829
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,649,632
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-12-31131577780
2011 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-644,621
Total unrealized appreciation/depreciation of assets2011-12-31$-644,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,024,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,928,872
Total income from all sources (including contributions)2011-12-31$11,965,941
Total loss/gain on sale of assets2011-12-31$-94,673
Total of all expenses incurred2011-12-31$15,299,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,629,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,457,845
Value of total assets at end of year2011-12-31$37,733,479
Value of total assets at beginning of year2011-12-31$40,971,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$669,582
Total interest from all sources2011-12-31$1,033,009
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$214,381
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$168,714
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$60,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$370,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$328,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$145,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$611,806
Administrative expenses (other) incurred2011-12-31$367,788
Liabilities. Value of operating payables at end of year2011-12-31$111,069
Liabilities. Value of operating payables at beginning of year2011-12-31$110,848
Total non interest bearing cash at end of year2011-12-31$1,105
Total non interest bearing cash at beginning of year2011-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,333,335
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,708,850
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,042,185
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$133,080
Interest earned on other investments2011-12-31$11,438
Income. Interest from US Government securities2011-12-31$340,582
Income. Interest from corporate debt instruments2011-12-31$680,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$410,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,931,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,931,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$692
Asset value of US Government securities at end of year2011-12-31$7,150,872
Asset value of US Government securities at beginning of year2011-12-31$7,785,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,396,875
Employer contributions (assets) at end of year2011-12-31$1,982,450
Employer contributions (assets) at beginning of year2011-12-31$2,557,000
Income. Dividends from common stock2011-12-31$214,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,629,694
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$10,345,039
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$11,022,347
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$7,034,757
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,380,490
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$9,770,431
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$9,542,156
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,767,718
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,206,218
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$667,851
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$423,465
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$8,758,008
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,852,681
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 name2011-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2011-12-31131577780
2010 : WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,225,905
Total unrealized appreciation/depreciation of assets2010-12-31$1,225,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,928,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,194,291
Total income from all sources (including contributions)2010-12-31$14,682,700
Total loss/gain on sale of assets2010-12-31$-217,610
Total of all expenses incurred2010-12-31$13,734,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,082,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,407,107
Value of total assets at end of year2010-12-31$40,971,057
Value of total assets at beginning of year2010-12-31$39,288,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$651,629
Total interest from all sources2010-12-31$1,131,086
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$136,212
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$156,707
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
Contributions received from participants2010-12-31$100,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$328,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$512,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$611,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$248,328
Administrative expenses (other) incurred2010-12-31$362,164
Liabilities. Value of operating payables at end of year2010-12-31$110,848
Liabilities. Value of operating payables at beginning of year2010-12-31$110,313
Total non interest bearing cash at end of year2010-12-31$100
Total non interest bearing cash at beginning of year2010-12-31$100
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$948,263
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,042,185
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,093,922
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$132,758
Interest earned on other investments2010-12-31$9,121
Income. Interest from US Government securities2010-12-31$213,483
Income. Interest from corporate debt instruments2010-12-31$906,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,931,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,232,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,232,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,916
Asset value of US Government securities at end of year2010-12-31$7,785,318
Asset value of US Government securities at beginning of year2010-12-31$8,973,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,306,716
Employer contributions (assets) at end of year2010-12-31$2,557,000
Employer contributions (assets) at beginning of year2010-12-31$2,553,000
Income. Dividends from common stock2010-12-31$136,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,082,808
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$11,022,347
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$12,788,359
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,380,490
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,584,728
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$9,542,156
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$7,615,855
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,206,218
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,835,650
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$423,465
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$27,362
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$7,087,975
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,305,585
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 name2010-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2010-12-31131577780

Form 5500 Responses for WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO

2022: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
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: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
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: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
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: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
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: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
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: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
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: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
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: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
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: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WELFARE PLAN OF THE I.U.O.E. LOCALS 137,137A,137B, 137C, AND 137R AFL-CIO 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 )
Policy contract numberUS1819593
Policy instance 1
Insurance contract or identification numberUS1819593
Number of Individuals Covered647
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,952
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
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 $331,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,952
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10237
Policy instance 1
Insurance contract or identification numberSL10237
Number of Individuals Covered667
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
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 $324,062
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10237
Policy instance 1
Insurance contract or identification numberSL10237
Number of Individuals Covered701
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
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 $272,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10237
Policy instance 1
Insurance contract or identification numberSL10237
Number of Individuals Covered712
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
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 $206,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10237
Policy instance 1
Insurance contract or identification numberSL10237
Number of Individuals Covered735
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
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 $172,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10237
Policy instance 1
Insurance contract or identification numberSL10237
Number of Individuals Covered686
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
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 $151,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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