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HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 401k Plan overview

Plan NameHEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A.
Plan identification number 501

HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

HEALTH & WELFARE FUND OF LOCAL UNION 373 U.A. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH & WELFARE FUND OF LOCAL UNION 373 U.A.
Employer identification number (EIN):133593163
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01THOMAS GANDOLFINI2023-10-16 KANE ARMISTEAD2023-10-16
5012021-01-01ROBERT AMBROSETTI2022-10-14 KANE ARMISTEAD2022-10-14
5012020-01-01ROBERT AMBROSETTI2021-10-12 KANE ARMISTEAD2021-10-12
5012019-01-01ROBERT AMBROSETTI2020-10-15 KANE ARMISTEAD2020-10-15
5012018-01-01ROBERT AMBROSETTI2019-10-15 RICHARD PFORTE2019-10-15
5012017-01-01
5012016-01-01ROBERT AMBROSETTI RICHARD PFORTE2017-10-11
5012015-01-01ROBERT AMBROSETTI RICHARD PFORTE2016-10-13
5012014-01-01ROBERT AMBROSETTI RICHARD PFORTE2015-10-07
5012013-01-01DANIEL MIESNER ROBERT AMBROSETTI2014-10-14
5012012-01-01DANIEL MIESNER ROBERT AMBROSETTI2013-10-14
5012011-01-01DANIEL MIESNER ROBERT AMBROSETTI2012-10-10
5012010-01-01DANIEL MIESNER ROBERT AMBROSETTI2011-10-12
5012009-01-01DANIEL MIESNER ROBERT AMBROSETTI2010-10-15

Plan Statistics for HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A.

401k plan membership statisitcs for HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A.

Measure Date Value
2022: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2022 401k membership
Total participants, beginning-of-year2022-01-01276
Total number of active participants reported on line 7a of the Form 55002022-01-01196
Number of retired or separated participants receiving benefits2022-01-0194
Total of all active and inactive participants2022-01-01290
Number of employers contributing to the scheme2022-01-0140
2021: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2021 401k membership
Total participants, beginning-of-year2021-01-01309
Total number of active participants reported on line 7a of the Form 55002021-01-01181
Number of retired or separated participants receiving benefits2021-01-0195
Total of all active and inactive participants2021-01-01276
Number of employers contributing to the scheme2021-01-0139
2020: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2020 401k membership
Total participants, beginning-of-year2020-01-01338
Total number of active participants reported on line 7a of the Form 55002020-01-01208
Number of retired or separated participants receiving benefits2020-01-01101
Total of all active and inactive participants2020-01-01309
Number of employers contributing to the scheme2020-01-0140
2019: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2019 401k membership
Total participants, beginning-of-year2019-01-01346
Total number of active participants reported on line 7a of the Form 55002019-01-01232
Number of retired or separated participants receiving benefits2019-01-01106
Total of all active and inactive participants2019-01-01338
Number of employers contributing to the scheme2019-01-0145
2018: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2018 401k membership
Total participants, beginning-of-year2018-01-01355
Total number of active participants reported on line 7a of the Form 55002018-01-01236
Number of retired or separated participants receiving benefits2018-01-01110
Total of all active and inactive participants2018-01-01346
Number of employers contributing to the scheme2018-01-0144
2017: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2017 401k membership
Total participants, beginning-of-year2017-01-01328
Total number of active participants reported on line 7a of the Form 55002017-01-01236
Number of retired or separated participants receiving benefits2017-01-01119
Total of all active and inactive participants2017-01-01355
Number of employers contributing to the scheme2017-01-0154
2016: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2016 401k membership
Total participants, beginning-of-year2016-01-01327
Total number of active participants reported on line 7a of the Form 55002016-01-01205
Number of retired or separated participants receiving benefits2016-01-01123
Total of all active and inactive participants2016-01-01328
Number of employers contributing to the scheme2016-01-0151
2015: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2015 401k membership
Total participants, beginning-of-year2015-01-01303
Total number of active participants reported on line 7a of the Form 55002015-01-01206
Number of retired or separated participants receiving benefits2015-01-01121
Total of all active and inactive participants2015-01-01327
Number of employers contributing to the scheme2015-01-0143
2014: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2014 401k membership
Total participants, beginning-of-year2014-01-01316
Total number of active participants reported on line 7a of the Form 55002014-01-01175
Number of retired or separated participants receiving benefits2014-01-01128
Total of all active and inactive participants2014-01-01303
Number of employers contributing to the scheme2014-01-0147
2013: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of retired or separated participants receiving benefits2013-01-01139
Total of all active and inactive participants2013-01-01316
Number of employers contributing to the scheme2013-01-0157
2012: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2012 401k membership
Total participants, beginning-of-year2012-01-01399
Total number of active participants reported on line 7a of the Form 55002012-01-01221
Number of retired or separated participants receiving benefits2012-01-01133
Total of all active and inactive participants2012-01-01354
Number of employers contributing to the scheme2012-01-0153
2011: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2011 401k membership
Total participants, beginning-of-year2011-01-01405
Total number of active participants reported on line 7a of the Form 55002011-01-01260
Number of retired or separated participants receiving benefits2011-01-01139
Total of all active and inactive participants2011-01-01399
Number of employers contributing to the scheme2011-01-0182
2010: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2010 401k membership
Total participants, beginning-of-year2010-01-01475
Total number of active participants reported on line 7a of the Form 55002010-01-01231
Number of retired or separated participants receiving benefits2010-01-01174
Total of all active and inactive participants2010-01-01405
Number of employers contributing to the scheme2010-01-0150
2009: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2009 401k membership
Total participants, beginning-of-year2009-01-01382
Total number of active participants reported on line 7a of the Form 55002009-01-01315
Number of retired or separated participants receiving benefits2009-01-01160
Total of all active and inactive participants2009-01-01475
Number of employers contributing to the scheme2009-01-0164

Financial Data on HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A.

Measure Date Value
2022 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,831,646
Total unrealized appreciation/depreciation of assets2022-12-31$-1,831,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,431,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,055,040
Total income from all sources (including contributions)2022-12-31$4,762,598
Total loss/gain on sale of assets2022-12-31$170,386
Total of all expenses incurred2022-12-31$6,084,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,747,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,660,028
Value of total assets at end of year2022-12-31$12,681,834
Value of total assets at beginning of year2022-12-31$13,627,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$336,543
Total interest from all sources2022-12-31$133,847
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$51,349
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$3,691
Administrative expenses professional fees incurred2022-12-31$74,180
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$565,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$690,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$49,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$37,397
Other income not declared elsewhere2022-12-31$578,634
Administrative expenses (other) incurred2022-12-31$191,082
Total non interest bearing cash at end of year2022-12-31$1,293,993
Total non interest bearing cash at beginning of year2022-12-31$1,322,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,321,869
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,250,111
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,571,980
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$51,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,388,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,194,265
Interest earned on other investments2022-12-31$6,465
Income. Interest from US Government securities2022-12-31$66,578
Income. Interest from corporate debt instruments2022-12-31$52,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$995,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$553,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$553,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,929
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$674,457
Asset value of US Government securities at end of year2022-12-31$3,715,778
Asset value of US Government securities at beginning of year2022-12-31$4,000,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$5,660,028
Employer contributions (assets) at end of year2022-12-31$492,883
Employer contributions (assets) at beginning of year2022-12-31$483,947
Income. Dividends from common stock2022-12-31$47,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,073,467
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$1,861,941
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,865,934
Contract administrator fees2022-12-31$19,350
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,364,109
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,496,709
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,382,526
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,017,643
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$3,371
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$19,412
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$7,269,800
Aggregate carrying amount (costs) on sale of assets2022-12-31$7,099,414
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS A
Accountancy firm EIN2022-12-31222951202
2021 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$249,564
Total unrealized appreciation/depreciation of assets2021-12-31$249,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,055,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,849,842
Total income from all sources (including contributions)2021-12-31$6,450,750
Total loss/gain on sale of assets2021-12-31$466,124
Total of all expenses incurred2021-12-31$5,305,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,946,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,930,150
Value of total assets at end of year2021-12-31$13,627,020
Value of total assets at beginning of year2021-12-31$13,276,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$358,628
Total interest from all sources2021-12-31$119,366
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$39,856
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$26
Administrative expenses professional fees incurred2021-12-31$76,980
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$690,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$207,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$37,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$340,783
Other income not declared elsewhere2021-12-31$645,690
Administrative expenses (other) incurred2021-12-31$206,650
Total non interest bearing cash at end of year2021-12-31$1,322,843
Total non interest bearing cash at beginning of year2021-12-31$1,838,288
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$1,145,671
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,571,980
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,426,309
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$55,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,194,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,073,587
Income. Interest from US Government securities2021-12-31$68,589
Income. Interest from corporate debt instruments2021-12-31$50,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$553,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$153,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$153,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$532
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$713,241
Asset value of US Government securities at end of year2021-12-31$4,000,298
Asset value of US Government securities at beginning of year2021-12-31$4,521,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,930,150
Employer contributions (assets) at end of year2021-12-31$483,947
Employer contributions (assets) at beginning of year2021-12-31$491,959
Income. Dividends from common stock2021-12-31$39,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,233,210
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,865,934
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,966,920
Contract administrator fees2021-12-31$19,350
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,496,709
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,987,604
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,017,643
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,509,059
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$19,412
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$35,469
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$5,797,462
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,331,338
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS A
Accountancy firm EIN2021-12-31222951202
2020 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$721,434
Total unrealized appreciation/depreciation of assets2020-12-31$721,434
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,849,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,059,560
Total income from all sources (including contributions)2020-12-31$6,651,766
Total loss/gain on sale of assets2020-12-31$135,080
Total of all expenses incurred2020-12-31$5,380,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,006,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,875,623
Value of total assets at end of year2020-12-31$13,276,151
Value of total assets at beginning of year2020-12-31$11,214,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$374,475
Total interest from all sources2020-12-31$131,900
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$43,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$86,924
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$207,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$87,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$340,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$45,666
Other income not declared elsewhere2020-12-31$744,156
Administrative expenses (other) incurred2020-12-31$214,972
Total non interest bearing cash at end of year2020-12-31$1,838,288
Total non interest bearing cash at beginning of year2020-12-31$326,724
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$1,271,154
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,426,309
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,155,155
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$53,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,073,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,005,975
Income. Interest from US Government securities2020-12-31$81,829
Income. Interest from corporate debt instruments2020-12-31$47,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$153,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$293,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$293,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,627
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$774,479
Asset value of US Government securities at end of year2020-12-31$4,521,237
Asset value of US Government securities at beginning of year2020-12-31$4,403,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$4,875,623
Employer contributions (assets) at end of year2020-12-31$491,959
Employer contributions (assets) at beginning of year2020-12-31$529,317
Income. Dividends from common stock2020-12-31$43,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,231,658
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,966,920
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,584,034
Contract administrator fees2020-12-31$19,426
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,987,604
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,933,342
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,509,059
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,013,894
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$35,469
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$51,526
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$6,110,512
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,975,432
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS A
Accountancy firm EIN2020-12-31222951202
2019 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,082,399
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,082,399
Total unrealized appreciation/depreciation of assets2019-12-31$1,082,399
Total unrealized appreciation/depreciation of assets2019-12-31$1,082,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,883,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,883,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,853,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,853,927
Total income from all sources (including contributions)2019-12-31$7,465,364
Total income from all sources (including contributions)2019-12-31$7,465,364
Total loss/gain on sale of assets2019-12-31$145,830
Total loss/gain on sale of assets2019-12-31$145,830
Total of all expenses incurred2019-12-31$6,520,828
Total of all expenses incurred2019-12-31$6,520,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,112,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,112,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,049,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,049,158
Value of total assets at end of year2019-12-31$11,214,715
Value of total assets at end of year2019-12-31$11,214,715
Value of total assets at beginning of year2019-12-31$11,240,382
Value of total assets at beginning of year2019-12-31$11,240,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$407,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$407,972
Total interest from all sources2019-12-31$138,930
Total interest from all sources2019-12-31$138,930
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,067
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$114,770
Administrative expenses professional fees incurred2019-12-31$114,770
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$424,618
Contributions received from participants2019-12-31$424,618
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$87,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$87,282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$138,847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$138,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,697,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,697,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,613,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,613,005
Other income not declared elsewhere2019-12-31$4,980
Other income not declared elsewhere2019-12-31$4,980
Administrative expenses (other) incurred2019-12-31$216,308
Administrative expenses (other) incurred2019-12-31$216,308
Liabilities. Value of operating payables at end of year2019-12-31$6,393
Liabilities. Value of operating payables at end of year2019-12-31$6,393
Liabilities. Value of operating payables at beginning of year2019-12-31$42,316
Liabilities. Value of operating payables at beginning of year2019-12-31$42,316
Total non interest bearing cash at end of year2019-12-31$326,724
Total non interest bearing cash at end of year2019-12-31$326,724
Total non interest bearing cash at beginning of year2019-12-31$691,672
Total non interest bearing cash at beginning of year2019-12-31$691,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$944,536
Value of net income/loss2019-12-31$944,536
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,330,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,330,991
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,386,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,386,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$57,544
Investment advisory and management fees2019-12-31$57,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,005,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,005,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,579,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,579,330
Income. Interest from US Government securities2019-12-31$82,795
Income. Interest from US Government securities2019-12-31$82,795
Income. Interest from corporate debt instruments2019-12-31$56,135
Income. Interest from corporate debt instruments2019-12-31$56,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$293,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$293,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$227,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$227,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$227,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$227,451
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,706,411
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,706,411
Asset value of US Government securities at end of year2019-12-31$4,403,042
Asset value of US Government securities at end of year2019-12-31$4,403,042
Asset value of US Government securities at beginning of year2019-12-31$4,602,738
Asset value of US Government securities at beginning of year2019-12-31$4,602,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,624,540
Contributions received in cash from employer2019-12-31$5,624,540
Employer contributions (assets) at end of year2019-12-31$529,317
Employer contributions (assets) at end of year2019-12-31$529,317
Employer contributions (assets) at beginning of year2019-12-31$616,205
Employer contributions (assets) at beginning of year2019-12-31$616,205
Income. Dividends from common stock2019-12-31$44,067
Income. Dividends from common stock2019-12-31$44,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,406,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,406,445
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,584,034
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,584,034
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$988,347
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$988,347
Contract administrator fees2019-12-31$19,350
Contract administrator fees2019-12-31$19,350
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,933,342
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,933,342
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,328,209
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,328,209
Liabilities. Value of benefit claims payable at end of year2019-12-31$179,731
Liabilities. Value of benefit claims payable at end of year2019-12-31$179,731
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$198,606
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$198,606
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$51,526
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$51,526
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$67,583
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$67,583
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$12,311,121
Aggregate proceeds on sale of assets2019-12-31$12,311,121
Aggregate carrying amount (costs) on sale of assets2019-12-31$12,165,291
Aggregate carrying amount (costs) on sale of assets2019-12-31$12,165,291
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MARVIN AND COMPANY, PC
Accountancy firm name2019-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2019-12-31141567343
Accountancy firm EIN2019-12-31141567343
2018 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,294,368
Total unrealized appreciation/depreciation of assets2018-12-31$-1,294,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,853,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,843,226
Total income from all sources (including contributions)2018-12-31$6,158,910
Total loss/gain on sale of assets2018-12-31$847,305
Total of all expenses incurred2018-12-31$7,358,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,968,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,403,227
Value of total assets at end of year2018-12-31$11,240,382
Value of total assets at beginning of year2018-12-31$14,429,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$390,080
Total interest from all sources2018-12-31$127,458
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$70,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$77,692
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$475,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$138,847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$224,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,613,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,653,241
Other income not declared elsewhere2018-12-31$5,137
Administrative expenses (other) incurred2018-12-31$217,246
Liabilities. Value of operating payables at end of year2018-12-31$42,316
Liabilities. Value of operating payables at beginning of year2018-12-31$8,417
Total non interest bearing cash at end of year2018-12-31$691,672
Total non interest bearing cash at beginning of year2018-12-31$2,993,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,200,070
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,386,455
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,586,525
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$75,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,579,330
Income. Interest from US Government securities2018-12-31$80,912
Income. Interest from corporate debt instruments2018-12-31$46,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$227,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,083,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,083,255
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,597,163
Asset value of US Government securities at end of year2018-12-31$4,602,738
Asset value of US Government securities at beginning of year2018-12-31$3,548,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$5,927,612
Employer contributions (assets) at end of year2018-12-31$616,205
Employer contributions (assets) at beginning of year2018-12-31$822,555
Income. Dividends from common stock2018-12-31$70,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,371,737
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$988,347
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,113,053
Contract administrator fees2018-12-31$19,530
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,328,209
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,631,790
Liabilities. Value of benefit claims payable at end of year2018-12-31$198,606
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$181,568
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$67,583
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$12,917
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$11,312,373
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,465,068
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 name2018-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2018-12-31141567343
2017 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$615,153
Total unrealized appreciation/depreciation of assets2017-12-31$615,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,843,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,459,862
Total income from all sources (including contributions)2017-12-31$12,238,180
Total loss/gain on sale of assets2017-12-31$46,690
Total of all expenses incurred2017-12-31$9,810,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,461,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,431,871
Value of total assets at end of year2017-12-31$14,429,751
Value of total assets at beginning of year2017-12-31$8,618,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$348,727
Total interest from all sources2017-12-31$80,620
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$61,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$70,898
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$451,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$224,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$265,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,653,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,201,255
Other income not declared elsewhere2017-12-31$2,392
Administrative expenses (other) incurred2017-12-31$203,546
Liabilities. Value of operating payables at end of year2017-12-31$8,417
Liabilities. Value of operating payables at beginning of year2017-12-31$5,785
Total non interest bearing cash at end of year2017-12-31$2,993,525
Total non interest bearing cash at beginning of year2017-12-31$813,135
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$2,427,907
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,586,525
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,158,618
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$55,203
Interest earned on other investments2017-12-31$213
Income. Interest from US Government securities2017-12-31$34,784
Income. Interest from corporate debt instruments2017-12-31$45,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,083,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$871,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$871,362
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,949,837
Asset value of US Government securities at end of year2017-12-31$3,548,154
Asset value of US Government securities at beginning of year2017-12-31$2,034,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,980,785
Employer contributions (assets) at end of year2017-12-31$822,555
Employer contributions (assets) at beginning of year2017-12-31$947,707
Income. Dividends from common stock2017-12-31$61,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,511,709
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,113,053
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$739,127
Contract administrator fees2017-12-31$19,080
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,631,790
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,931,771
Liabilities. Value of benefit claims payable at end of year2017-12-31$181,568
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$252,822
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$12,917
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$15,503
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$6,286,726
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,240,036
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2017-12-31141567343
2016 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-58,016
Total unrealized appreciation/depreciation of assets2016-12-31$-58,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,459,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,978,112
Total income from all sources (including contributions)2016-12-31$7,662,279
Total loss/gain on sale of assets2016-12-31$237,210
Total of all expenses incurred2016-12-31$6,980,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,662,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,356,458
Value of total assets at end of year2016-12-31$8,618,480
Value of total assets at beginning of year2016-12-31$6,455,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$317,939
Total interest from all sources2016-12-31$63,879
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$57,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$74,373
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$515,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$265,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$146,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,201,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,800,095
Other income not declared elsewhere2016-12-31$5,267
Administrative expenses (other) incurred2016-12-31$182,770
Liabilities. Value of operating payables at end of year2016-12-31$5,785
Total non interest bearing cash at end of year2016-12-31$813,135
Total non interest bearing cash at beginning of year2016-12-31$509,129
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$681,681
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,158,618
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,476,937
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$42,571
Interest earned on other investments2016-12-31$199
Income. Interest from US Government securities2016-12-31$34,625
Income. Interest from corporate debt instruments2016-12-31$29,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$871,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$227,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$227,475
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,119,645
Asset value of US Government securities at end of year2016-12-31$2,034,259
Asset value of US Government securities at beginning of year2016-12-31$1,630,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,841,423
Employer contributions (assets) at end of year2016-12-31$947,707
Employer contributions (assets) at beginning of year2016-12-31$517,515
Income. Dividends from common stock2016-12-31$57,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,543,014
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$739,127
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$548,415
Contract administrator fees2016-12-31$18,225
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,931,771
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,857,906
Liabilities. Value of benefit claims payable at end of year2016-12-31$252,822
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$178,017
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$15,503
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$18,089
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$7,721,080
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,483,870
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2016-12-31141567343
2015 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-289,286
Total unrealized appreciation/depreciation of assets2015-12-31$-289,286
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,978,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,733,049
Total income from all sources (including contributions)2015-12-31$5,346,360
Total loss/gain on sale of assets2015-12-31$187,473
Total of all expenses incurred2015-12-31$5,146,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,843,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,334,210
Value of total assets at end of year2015-12-31$6,455,049
Value of total assets at beginning of year2015-12-31$6,010,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$303,318
Total interest from all sources2015-12-31$48,381
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$49,767
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$63,795
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$562,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$146,047
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$71,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,800,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,445,220
Other income not declared elsewhere2015-12-31$15,815
Administrative expenses (other) incurred2015-12-31$198,008
Total non interest bearing cash at end of year2015-12-31$509,129
Total non interest bearing cash at beginning of year2015-12-31$1,018,913
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$199,969
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,476,937
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,276,968
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$28,092
Interest earned on other investments2015-12-31$38
Income. Interest from US Government securities2015-12-31$26,776
Income. Interest from corporate debt instruments2015-12-31$21,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$227,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$220,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$220,305
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,103,086
Asset value of US Government securities at end of year2015-12-31$1,630,473
Asset value of US Government securities at beginning of year2015-12-31$1,072,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,771,882
Employer contributions (assets) at end of year2015-12-31$517,515
Employer contributions (assets) at beginning of year2015-12-31$553,020
Income. Dividends from common stock2015-12-31$49,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,739,987
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$548,415
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$565,279
Contract administrator fees2015-12-31$13,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,857,906
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,487,648
Liabilities. Value of benefit claims payable at end of year2015-12-31$178,017
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$287,829
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$18,089
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$20,675
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$4,885,439
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,697,966
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 name2015-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2015-12-31141567343
2014 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$33,608
Total unrealized appreciation/depreciation of assets2014-12-31$33,608
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,733,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,249,329
Total income from all sources (including contributions)2014-12-31$5,722,525
Total loss/gain on sale of assets2014-12-31$221,518
Total of all expenses incurred2014-12-31$5,401,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,105,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,363,157
Value of total assets at end of year2014-12-31$6,010,017
Value of total assets at beginning of year2014-12-31$5,205,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$296,247
Total interest from all sources2014-12-31$46,249
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$44,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$65,697
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$576,547
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$71,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$25,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,445,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,171,190
Other income not declared elsewhere2014-12-31$13,645
Administrative expenses (other) incurred2014-12-31$156,234
Total non interest bearing cash at end of year2014-12-31$1,018,913
Total non interest bearing cash at beginning of year2014-12-31$622,131
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$320,645
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,276,968
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,956,323
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$26,331
Interest earned on other investments2014-12-31$17
Income. Interest from US Government securities2014-12-31$23,772
Income. Interest from corporate debt instruments2014-12-31$22,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$220,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$269,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$269,958
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,648,504
Asset value of US Government securities at end of year2014-12-31$1,072,971
Asset value of US Government securities at beginning of year2014-12-31$939,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,786,610
Employer contributions (assets) at end of year2014-12-31$553,020
Employer contributions (assets) at beginning of year2014-12-31$554,598
Income. Dividends from common stock2014-12-31$44,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,457,129
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$565,279
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$401,478
Contract administrator fees2014-12-31$47,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,487,648
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,363,738
Liabilities. Value of benefit claims payable at end of year2014-12-31$287,829
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$78,139
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$20,675
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$23,261
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$4,809,247
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,587,729
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 name2014-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2014-12-31141567343
2013 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$307,025
Total unrealized appreciation/depreciation of assets2013-12-31$307,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,249,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,302,740
Total income from all sources (including contributions)2013-12-31$5,408,587
Total loss/gain on sale of assets2013-12-31$132,925
Total of all expenses incurred2013-12-31$4,353,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,014,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,886,234
Value of total assets at end of year2013-12-31$5,205,652
Value of total assets at beginning of year2013-12-31$4,204,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$339,207
Total interest from all sources2013-12-31$41,616
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$40,360
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$56,656
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$640,310
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,867
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$25,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$30,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,171,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,118,076
Other income not declared elsewhere2013-12-31$427
Administrative expenses (other) incurred2013-12-31$209,927
Total non interest bearing cash at end of year2013-12-31$622,131
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$1,054,771
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,956,323
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,901,552
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$24,660
Interest earned on other investments2013-12-31$41
Income. Interest from US Government securities2013-12-31$22,628
Income. Interest from corporate debt instruments2013-12-31$18,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$269,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$159,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$159,338
Asset value of US Government securities at end of year2013-12-31$939,741
Asset value of US Government securities at beginning of year2013-12-31$1,018,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,245,924
Employer contributions (assets) at end of year2013-12-31$554,598
Employer contributions (assets) at beginning of year2013-12-31$668,649
Income. Dividends from common stock2013-12-31$40,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,014,609
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$401,478
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$499,188
Contract administrator fees2013-12-31$47,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,363,738
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,797,435
Liabilities. Value of benefit claims payable at end of year2013-12-31$78,139
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$184,664
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$23,261
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$25,846
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$4,240,365
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,107,440
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 name2013-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2013-12-31141567343
2012 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$194,505
Total unrealized appreciation/depreciation of assets2012-12-31$194,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,302,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,397,220
Total income from all sources (including contributions)2012-12-31$4,951,274
Total loss/gain on sale of assets2012-12-31$20,653
Total of all expenses incurred2012-12-31$4,721,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,452,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,639,448
Value of total assets at end of year2012-12-31$4,204,292
Value of total assets at beginning of year2012-12-31$4,068,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$269,368
Total interest from all sources2012-12-31$54,691
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$37,711
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$50,312
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$660,417
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,725
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$30,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$96,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,118,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,221,103
Other income not declared elsewhere2012-12-31$4,266
Administrative expenses (other) incurred2012-12-31$146,230
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$229,902
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,901,552
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,671,650
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$24,862
Income. Interest from US Government securities2012-12-31$36,127
Income. Interest from corporate debt instruments2012-12-31$18,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$159,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$477,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$477,716
Asset value of US Government securities at end of year2012-12-31$1,018,507
Asset value of US Government securities at beginning of year2012-12-31$909,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,979,031
Employer contributions (assets) at end of year2012-12-31$668,649
Employer contributions (assets) at beginning of year2012-12-31$754,662
Income. Dividends from common stock2012-12-31$37,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,452,004
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$499,188
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$250,928
Contract administrator fees2012-12-31$47,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,797,435
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,546,605
Liabilities. Value of benefit claims payable at end of year2012-12-31$184,664
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$176,117
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$25,846
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$28,431
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$3,983,747
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,963,094
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 name2012-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2012-12-31141567343
2011 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$34,580
Total unrealized appreciation/depreciation of assets2011-12-31$34,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,397,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,362,059
Total income from all sources (including contributions)2011-12-31$5,459,457
Total loss/gain on sale of assets2011-12-31$-24,635
Total of all expenses incurred2011-12-31$5,221,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,916,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,376,930
Value of total assets at end of year2011-12-31$4,068,870
Value of total assets at beginning of year2011-12-31$3,795,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$304,603
Total interest from all sources2011-12-31$42,996
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$29,578
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$59,647
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$786,552
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$96,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$79,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,221,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,119,560
Other income not declared elsewhere2011-12-31$8
Administrative expenses (other) incurred2011-12-31$173,855
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$238,378
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,671,650
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,433,272
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$23,137
Interest earned on other investments2011-12-31$62
Income. Interest from US Government securities2011-12-31$29,043
Income. Interest from corporate debt instruments2011-12-31$13,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$477,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$438,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$438,897
Asset value of US Government securities at end of year2011-12-31$909,769
Asset value of US Government securities at beginning of year2011-12-31$822,913
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$4,590,378
Employer contributions (assets) at end of year2011-12-31$754,662
Employer contributions (assets) at beginning of year2011-12-31$527,766
Income. Dividends from common stock2011-12-31$29,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,916,476
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$250,928
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$303,918
Contract administrator fees2011-12-31$47,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,546,605
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,591,126
Liabilities. Value of benefit claims payable at end of year2011-12-31$176,117
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$242,499
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$28,431
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$31,016
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$5,300,568
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,325,203
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 name2011-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2011-12-31141567343
2010 : HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$191,768
Total unrealized appreciation/depreciation of assets2010-12-31$191,768
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,362,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,241,549
Total income from all sources (including contributions)2010-12-31$5,498,893
Total loss/gain on sale of assets2010-12-31$-61,463
Total of all expenses incurred2010-12-31$4,965,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,670,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,305,120
Value of total assets at end of year2010-12-31$3,795,331
Value of total assets at beginning of year2010-12-31$3,140,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$294,804
Total interest from all sources2010-12-31$43,799
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,098
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$50,871
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$836,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$79,695
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,119,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,032,557
Other income not declared elsewhere2010-12-31$571
Administrative expenses (other) incurred2010-12-31$175,861
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$533,860
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,433,272
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$899,412
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$20,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$282,049
Interest earned on other investments2010-12-31$100
Income. Interest from US Government securities2010-12-31$28,686
Income. Interest from corporate debt instruments2010-12-31$15,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$438,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$229,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$229,146
Asset value of US Government securities at end of year2010-12-31$822,913
Asset value of US Government securities at beginning of year2010-12-31$645,773
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$4,468,395
Employer contributions (assets) at end of year2010-12-31$527,766
Employer contributions (assets) at beginning of year2010-12-31$426,796
Income. Dividends from common stock2010-12-31$19,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,670,229
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$303,918
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$307,635
Contract administrator fees2010-12-31$47,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,591,126
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,206,523
Liabilities. Value of benefit claims payable at end of year2010-12-31$242,499
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$208,992
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$31,016
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$33,602
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$4,248,636
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,310,099
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 name2010-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2010-12-31141567343

Form 5500 Responses for HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A.

2022: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
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: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEALTH AND WELFARE FUND OF LOCAL UNION 373 U.A. 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL37603
Policy instance 3
Insurance contract or identification numberHCL37603
Number of Individuals Covered216
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $294,618
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 numberG8508, C8508
Policy instance 2
Insurance contract or identification numberG8508, C8508
Number of Individuals Covered522
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $21,349
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered154
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE ADVANTAGE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $413,215
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 numberG8508, C8508
Policy instance 3
Insurance contract or identification numberG8508, C8508
Number of Individuals Covered438
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $25,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered161
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
Other welfare benefits providedMEDICARE ADVANTAGE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $430,048
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 numberSL10365
Policy instance 1
Insurance contract or identification numberSL10365
Number of Individuals Covered175
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $8,099
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $219,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,099
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10365
Policy instance 1
Insurance contract or identification numberSL10365
Number of Individuals Covered261
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $185,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberMZ0927516H0000A
Policy instance 2
Insurance contract or identification numberMZ0927516H0000A
Number of Individuals Covered154
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40351
Policy instance 3
Insurance contract or identification numberNGL40351
Number of Individuals Covered152
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
Welfare Benefit Premiums Paid to CarrierUSD $183,139
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 numberSL10365
Policy instance 4
Insurance contract or identification numberSL10365
Number of Individuals Covered235
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $201,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40351
Policy instance 3
Insurance contract or identification numberNGL40351
Number of Individuals Covered152
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $177,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0927516H0000A
Policy instance 2
Insurance contract or identification numberMZ0927516H0000A
Number of Individuals Covered156
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $376,835
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 numberG8508
Policy instance 1
Insurance contract or identification numberG8508
Number of Individuals Covered328
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $24,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40351
Policy instance 3
Insurance contract or identification numberNGL40351
Number of Individuals Covered159
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $178,073
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 numberG&C 8508
Policy instance 1
Insurance contract or identification numberG&C 8508
Number of Individuals Covered328
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $215,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0927516H0000A
Policy instance 2
Insurance contract or identification numberMZ0927516H0000A
Number of Individuals Covered164
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $383,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP10872, 3241
Policy instance 4
Insurance contract or identification numberAGP10872, 3241
Number of Individuals Covered164
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $396,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE466740
Policy instance 3
Insurance contract or identification numberAE466740
Number of Individuals Covered161
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
Welfare Benefit Premiums Paid to CarrierUSD $184,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720103
Policy instance 2
Insurance contract or identification number720103
Number of Individuals Covered539
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
Welfare Benefit Premiums Paid to CarrierUSD $228,598
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 numberG&C 8508
Policy instance 1
Insurance contract or identification numberG&C 8508
Number of Individuals Covered328
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $27,345
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 numberG&C 8508
Policy instance 1
Insurance contract or identification numberG&C 8508
Number of Individuals Covered687
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $31,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5805
Policy instance 2
Insurance contract or identification numberS5805
Number of Individuals Covered167
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $157,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720103
Policy instance 3
Insurance contract or identification number720103
Number of Individuals Covered644
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $338,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3152
Policy instance 4
Insurance contract or identification number3152
Number of Individuals Covered165
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $367,572
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 numberG&C 8508
Policy instance 1
Insurance contract or identification numberG&C 8508
Number of Individuals Covered403
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $31,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5805
Policy instance 2
Insurance contract or identification numberS5805
Number of Individuals Covered160
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $140,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720103
Policy instance 3
Insurance contract or identification number720103
Number of Individuals Covered514
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $69,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5805
Policy instance 2
Insurance contract or identification numberS5805
Number of Individuals Covered164
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $133,371
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720103
Policy instance 3
Insurance contract or identification number720103
Number of Individuals Covered551
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $212,198
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 numberG&C 8508
Policy instance 1
Insurance contract or identification numberG&C 8508
Number of Individuals Covered403
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $31,420
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 numberG&C 8508
Policy instance 1
Insurance contract or identification numberG&C 8508
Number of Individuals Covered403
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $31,420
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 numberG&C 8508
Policy instance 1
Insurance contract or identification numberG&C 8508
Number of Individuals Covered403
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $31,420
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 numberG&C 8508
Policy instance 1
Insurance contract or identification numberG&C 8508
Number of Individuals Covered403
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $31,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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