BOARD OF TRUSTEES UNITED HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2019 : UNITED HEALTH & WELFARE FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $10,420 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $10,900 |
| Total income from all sources (including contributions) | 2019-06-30 | $1,423,660 |
| Total of all expenses incurred | 2019-06-30 | $1,539,061 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $1,337,884 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $1,423,660 |
| Value of total assets at end of year | 2019-06-30 | $123,892 |
| Value of total assets at beginning of year | 2019-06-30 | $239,773 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $201,177 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $175,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $10,420 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $10,900 |
| Administrative expenses (other) incurred | 2019-06-30 | $201,177 |
| Total non interest bearing cash at end of year | 2019-06-30 | $99,407 |
| Total non interest bearing cash at beginning of year | 2019-06-30 | $40,603 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $-115,401 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $113,472 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $228,873 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $1,337,884 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $1,423,660 |
| Employer contributions (assets) at end of year | 2019-06-30 | $24,485 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $24,170 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
| Did the plan have assets held for investment | 2019-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | SOBEL & CO. LLC |
| Accountancy firm EIN | 2019-06-30 | 221430039 |
| 2018 : UNITED HEALTH & WELFARE FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $10,900 |
| Total income from all sources (including contributions) | 2018-06-30 | $1,801,024 |
| Total of all expenses incurred | 2018-06-30 | $1,586,652 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $1,396,990 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $1,626,024 |
| Value of total assets at end of year | 2018-06-30 | $239,773 |
| Value of total assets at beginning of year | 2018-06-30 | $14,501 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $189,662 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $175,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $10,900 |
| Other income not declared elsewhere | 2018-06-30 | $175,000 |
| Administrative expenses (other) incurred | 2018-06-30 | $189,662 |
| Total non interest bearing cash at end of year | 2018-06-30 | $40,603 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $14,501 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $214,372 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $228,873 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $14,501 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | Yes |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $1,396,990 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $1,626,024 |
| Employer contributions (assets) at end of year | 2018-06-30 | $24,170 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $0 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | No |
| Did the plan have assets held for investment | 2018-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Qualified |
| Accountancy firm name | 2018-06-30 | SOBEL & CO., LLC |
| Accountancy firm EIN | 2018-06-30 | 221430039 |
| 2016 : UNITED HEALTH & WELFARE FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $54,430 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $6,605 |
| Total income from all sources (including contributions) | 2016-06-30 | $1,442,945 |
| Total of all expenses incurred | 2016-06-30 | $1,625,486 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $1,469,683 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,405,342 |
| Value of total assets at end of year | 2016-06-30 | $24,237 |
| Value of total assets at beginning of year | 2016-06-30 | $158,953 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $155,803 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Administrative expenses professional fees incurred | 2016-06-30 | $24,490 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $20,601 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $8,430 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $6,605 |
| Other income not declared elsewhere | 2016-06-30 | $37,603 |
| Administrative expenses (other) incurred | 2016-06-30 | $59,313 |
| Total non interest bearing cash at end of year | 2016-06-30 | $512 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $115,582 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-182,541 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $-30,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $152,348 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $1,469,683 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $1,405,342 |
| Employer contributions (assets) at end of year | 2016-06-30 | $23,725 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $22,770 |
| Contract administrator fees | 2016-06-30 | $72,000 |
| Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $46,000 |
| Did the plan have assets held for investment | 2016-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | SA KOENIG & ASSOCIATES CPAS, PC |
| Accountancy firm EIN | 2016-06-30 | 113141654 |
| 2015 : UNITED HEALTH & WELFARE FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $6,605 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $12,875 |
| Total income from all sources (including contributions) | 2015-06-30 | $1,650,155 |
| Total of all expenses incurred | 2015-06-30 | $1,638,653 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $1,452,776 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,650,155 |
| Value of total assets at end of year | 2015-06-30 | $158,953 |
| Value of total assets at beginning of year | 2015-06-30 | $153,721 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $185,877 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Administrative expenses professional fees incurred | 2015-06-30 | $27,390 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $20,601 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $60,916 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $6,605 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $12,875 |
| Administrative expenses (other) incurred | 2015-06-30 | $62,487 |
| Total non interest bearing cash at end of year | 2015-06-30 | $115,582 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $81,680 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $11,502 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $152,348 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $140,846 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $1,452,776 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $1,650,155 |
| Employer contributions (assets) at end of year | 2015-06-30 | $22,770 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $11,125 |
| Contract administrator fees | 2015-06-30 | $96,000 |
| Did the plan have assets held for investment | 2015-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | SA KOENIG & ASSOCIATES CPAS, PC |
| Accountancy firm EIN | 2015-06-30 | 113141654 |
| 2014 : UNITED HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $12,875 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $130,750 |
| Total income from all sources (including contributions) | 2014-06-30 | $2,123,497 |
| Total of all expenses incurred | 2014-06-30 | $1,971,245 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $1,770,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $2,123,497 |
| Value of total assets at end of year | 2014-06-30 | $153,721 |
| Value of total assets at beginning of year | 2014-06-30 | $119,344 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $201,191 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Administrative expenses professional fees incurred | 2014-06-30 | $19,488 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $60,916 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $90,422 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $12,875 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $130,750 |
| Administrative expenses (other) incurred | 2014-06-30 | $85,703 |
| Total non interest bearing cash at end of year | 2014-06-30 | $81,680 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $10,412 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $152,252 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $140,846 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $-11,406 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $1,770,054 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $2,123,497 |
| Employer contributions (assets) at end of year | 2014-06-30 | $11,125 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $18,510 |
| Contract administrator fees | 2014-06-30 | $96,000 |
| Did the plan have assets held for investment | 2014-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | SA KOENIG & ASSOCIATES CPAS, PC |
| Accountancy firm EIN | 2014-06-30 | 113141654 |
| 2013 : UNITED HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $130,750 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $366,250 |
| Total income from all sources (including contributions) | 2013-06-30 | $1,773,336 |
| Total of all expenses incurred | 2013-06-30 | $1,489,998 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,308,816 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,773,336 |
| Value of total assets at end of year | 2013-06-30 | $119,344 |
| Value of total assets at beginning of year | 2013-06-30 | $71,506 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $181,182 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Administrative expenses professional fees incurred | 2013-06-30 | $21,898 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $90,422 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $43,461 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $130,750 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $366,250 |
| Administrative expenses (other) incurred | 2013-06-30 | $63,284 |
| Total non interest bearing cash at end of year | 2013-06-30 | $10,412 |
| Total non interest bearing cash at beginning of year | 2013-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $283,338 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $-11,406 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $-294,744 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $1,308,816 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $1,773,336 |
| Employer contributions (assets) at end of year | 2013-06-30 | $18,510 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $28,045 |
| Contract administrator fees | 2013-06-30 | $96,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
| Did the plan have assets held for investment | 2013-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | ARMAO LLP |
| Accountancy firm EIN | 2013-06-30 | 462754053 |
| 2012 : UNITED HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $366,250 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $355,283 |
| Total income from all sources (including contributions) | 2012-06-30 | $2,070,069 |
| Total of all expenses incurred | 2012-06-30 | $2,133,341 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,945,612 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $2,070,069 |
| Value of total assets at end of year | 2012-06-30 | $71,506 |
| Value of total assets at beginning of year | 2012-06-30 | $123,811 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $187,729 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Administrative expenses professional fees incurred | 2012-06-30 | $18,763 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $43,461 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $60,259 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $366,250 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $355,283 |
| Administrative expenses (other) incurred | 2012-06-30 | $72,966 |
| Total non interest bearing cash at end of year | 2012-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2012-06-30 | $37,407 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-63,272 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $-294,744 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $-231,472 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $1,945,612 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $2,070,069 |
| Employer contributions (assets) at end of year | 2012-06-30 | $28,045 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $26,145 |
| Contract administrator fees | 2012-06-30 | $96,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
| Did the plan have assets held for investment | 2012-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | ARMAO, COSTA & RICCIARDI, CPAS, P.C |
| Accountancy firm EIN | 2012-06-30 | 113264776 |
| 2011 : UNITED HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $355,283 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $186,447 |
| Total income from all sources (including contributions) | 2011-06-30 | $1,672,274 |
| Total of all expenses incurred | 2011-06-30 | $1,845,999 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $1,646,554 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,672,274 |
| Value of total assets at end of year | 2011-06-30 | $123,811 |
| Value of total assets at beginning of year | 2011-06-30 | $128,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $199,445 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Administrative expenses professional fees incurred | 2011-06-30 | $16,930 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $60,259 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $28,271 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $355,283 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $186,447 |
| Administrative expenses (other) incurred | 2011-06-30 | $78,515 |
| Total non interest bearing cash at end of year | 2011-06-30 | $37,407 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $6,679 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $-173,725 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $-231,472 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $-57,747 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $1,646,554 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $1,672,274 |
| Employer contributions (assets) at end of year | 2011-06-30 | $26,145 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $93,750 |
| Contract administrator fees | 2011-06-30 | $104,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
| Did the plan have assets held for investment | 2011-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | ARMAO, COSTA & RICCIARDI, CPAS, P.C |
| Accountancy firm EIN | 2011-06-30 | 113264776 |
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 11103048-005 |
| Policy instance | 6 |
| Insurance contract or identification number | 11103048-005 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $188,086 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 11103048-002 |
| Policy instance | 5 |
| Insurance contract or identification number | 11103048-002 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $608,345 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 11103048-001 |
| Policy instance | 4 |
| Insurance contract or identification number | 11103048-001 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $458,968 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-005 |
| Policy instance | 3 |
| Insurance contract or identification number | 10093NX-005 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $13,961 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 100093NX-001 |
| Policy instance | 2 |
| Insurance contract or identification number | 100093NX-001 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $26,558 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 10093NX-000 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $41,966 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 100093NX-001 |
| Policy instance | 2 |
| Insurance contract or identification number | 100093NX-001 | | Number of Individuals Covered | 91 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $8,714 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $571,013 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-005 |
| Policy instance | 3 |
| Insurance contract or identification number | 10093NX-005 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $3,632 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $243,587 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 10093NX-000 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $20,975 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $579,607 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-001 |
| Policy instance | 2 |
| Insurance contract or identification number | 10093NX-001 | | Number of Individuals Covered | 107 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $24,122 | | Welfare Benefit Premiums Paid to Carrier | USD $627,168 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,122 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | 610G1GG31 |
| Policy instance | 5 |
| Insurance contract or identification number | 610G1GG31 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $2,936 | | Welfare Benefit Premiums Paid to Carrier | USD $73,411 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,936 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-004 |
| Policy instance | 4 |
| Insurance contract or identification number | 10093NX-004 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $945 | | Welfare Benefit Premiums Paid to Carrier | USD $24,580 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $945 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-003 |
| Policy instance | 3 |
| Insurance contract or identification number | 10093NX-003 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $248 | | Welfare Benefit Premiums Paid to Carrier | USD $6,438 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $248 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 10093NX-000 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $27,516 | | Welfare Benefit Premiums Paid to Carrier | USD $678,055 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,516 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-003 |
| Policy instance | 3 |
| Insurance contract or identification number | 10093NX-003 | | Number of Individuals Covered | 160 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $1,094 | | Welfare Benefit Premiums Paid to Carrier | USD $20,829 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,094 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | 610G1GG31 |
| Policy instance | 5 |
| Insurance contract or identification number | 610G1GG31 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $2,936 | | Welfare Benefit Premiums Paid to Carrier | USD $73,411 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,936 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-004 |
| Policy instance | 4 |
| Insurance contract or identification number | 10093NX-004 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $957 | | Welfare Benefit Premiums Paid to Carrier | USD $21,542 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $957 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-001 |
| Policy instance | 2 |
| Insurance contract or identification number | 10093NX-001 | | Number of Individuals Covered | 160 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $33,830 | | Welfare Benefit Premiums Paid to Carrier | USD $770,472 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,830 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 10093NX-000 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $22,911 | | Welfare Benefit Premiums Paid to Carrier | USD $562,089 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,911 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-004 |
| Policy instance | 4 |
| Insurance contract or identification number | 10093NX-004 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $874 | | Welfare Benefit Premiums Paid to Carrier | USD $20,741 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $874 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-003 |
| Policy instance | 3 |
| Insurance contract or identification number | 10093NX-003 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $2,841 | | Welfare Benefit Premiums Paid to Carrier | USD $71,025 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,841 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 10093NX-000 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $26,924 | | Welfare Benefit Premiums Paid to Carrier | USD $673,111 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,924 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-001 |
| Policy instance | 2 |
| Insurance contract or identification number | 10093NX-001 | | Number of Individuals Covered | 206 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $32,520 | | Welfare Benefit Premiums Paid to Carrier | USD $813,005 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $32,520 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | 610G1GG31 |
| Policy instance | 5 |
| Insurance contract or identification number | 610G1GG31 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2012-12-01 | | Insurance policy end date | 2013-11-30 | | Total amount of commissions paid to insurance broker | USD $6,728 | | Welfare Benefit Premiums Paid to Carrier | USD $168,199 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,728 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 10093NX-000 | | Number of Individuals Covered | 133 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $25,950 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $648,745 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,950 | | Additional information about fees paid to insurance broker | INSURANCE BROKER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-001 |
| Policy instance | 2 |
| Insurance contract or identification number | 10093NX-001 | | Number of Individuals Covered | 134 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $20,499 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $512,468 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,499 | | Additional information about fees paid to insurance broker | INSURANCE BROKER FEES | | Insurance broker organization code? | 3 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Insurance broker name | MICHAEL OPPEDISANO |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | 610G1GG31 |
| Policy instance | 5 |
| Insurance contract or identification number | 610G1GG31 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2011-12-01 | | Insurance policy end date | 2012-11-30 | | Total amount of commissions paid to insurance broker | USD $9,480 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $236,996 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,480 | | Additional information about fees paid to insurance broker | INSURANCE BROKER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-004 |
| Policy instance | 4 |
| Insurance contract or identification number | 10093NX-004 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $1,075 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $26,575 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,075 | | Additional information about fees paid to insurance broker | INSURANCE BROKER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-003 |
| Policy instance | 3 |
| Insurance contract or identification number | 10093NX-003 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $2,904 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $72,612 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,904 | | Additional information about fees paid to insurance broker | INSURANCE BROKER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL OPPEDISANO |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | 610G1GG31 |
| Policy instance | 5 |
| Insurance contract or identification number | 610G1GG31 | | Number of Individuals Covered | 137 | | Insurance policy start date | 2011-12-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $14,578 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $364,448 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-004 |
| Policy instance | 4 |
| Insurance contract or identification number | 10093NX-004 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $1,814 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $45,356 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-003 |
| Policy instance | 3 |
| Insurance contract or identification number | 10093NX-003 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $2,798 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $69,950 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-001 |
| Policy instance | 2 |
| Insurance contract or identification number | 10093NX-001 | | Number of Individuals Covered | 133 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $16,190 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $404,851 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 10093NX-000 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $29,935 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $748,368 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-900 |
| Policy instance | 5 |
| Insurance contract or identification number | 10093NX-900 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $855 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-001 |
| Policy instance | 2 |
| Insurance contract or identification number | 10093NX-001 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $15,116 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $377,890 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-003 |
| Policy instance | 3 |
| Insurance contract or identification number | 10093NX-003 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $3,527 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $62,013 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-004 |
| Policy instance | 4 |
| Insurance contract or identification number | 10093NX-004 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $1,980 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $49,505 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | 610G1GG31 |
| Policy instance | 6 |
| Insurance contract or identification number | 610G1GG31 | | Number of Individuals Covered | 137 | | Insurance policy start date | 2010-12-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $14,578 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $364,448 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 10093NX-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 10093NX-000 | | Number of Individuals Covered | 179 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $30,928 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $773,207 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
