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IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 401k Plan overview

Plan NameIRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND
Plan identification number 501

IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Dental
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

IRON WORKERS LOCAL 40, 361 & 417 HEALTH FUND has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL 40, 361 & 417 HEALTH FUND
Employer identification number (EIN):135622663
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01MATTHEW CHARTRAND2023-10-13
5012021-01-01ROBERT W. WALSH, TRUSTEE2022-10-14
5012020-01-01ROBERT W. WALSH, TRUSTEE2021-10-14
5012019-01-01ROBERT W. WALSH, TRUSTEE2020-10-14
5012018-01-01ROBERT W. WALSH, TRUSTEE2019-10-14
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01BRIAN SABBAGH
5012011-01-01BRIAN SABBAGH
5012009-01-01ROBERT WALSH
5012009-01-01ROBERT WALSH

Plan Statistics for IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND

401k plan membership statisitcs for IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND

Measure Date Value
2022: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,966
Total number of active participants reported on line 7a of the Form 55002022-01-011,959
Number of retired or separated participants receiving benefits2022-01-011,026
Total of all active and inactive participants2022-01-012,985
Number of employers contributing to the scheme2022-01-01244
2021: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2021 401k membership
Total participants, beginning-of-year2021-01-013,103
Total number of active participants reported on line 7a of the Form 55002021-01-011,985
Number of retired or separated participants receiving benefits2021-01-01981
Total of all active and inactive participants2021-01-012,966
Number of employers contributing to the scheme2021-01-01230
2020: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2020 401k membership
Total participants, beginning-of-year2020-01-013,144
Total number of active participants reported on line 7a of the Form 55002020-01-012,130
Number of retired or separated participants receiving benefits2020-01-01973
Total of all active and inactive participants2020-01-013,103
2019: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2019 401k membership
Total participants, beginning-of-year2019-01-013,132
Total number of active participants reported on line 7a of the Form 55002019-01-012,194
Number of retired or separated participants receiving benefits2019-01-01950
Total of all active and inactive participants2019-01-013,144
Number of employers contributing to the scheme2019-01-01267
2018: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2018 401k membership
Total participants, beginning-of-year2018-01-013,198
Total number of active participants reported on line 7a of the Form 55002018-01-012,219
Number of retired or separated participants receiving benefits2018-01-01913
Total of all active and inactive participants2018-01-013,132
Number of employers contributing to the scheme2018-01-01273
2017: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2017 401k membership
Total participants, beginning-of-year2017-01-013,309
Total number of active participants reported on line 7a of the Form 55002017-01-012,315
Number of retired or separated participants receiving benefits2017-01-01883
Total of all active and inactive participants2017-01-013,198
Number of employers contributing to the scheme2017-01-01260
2016: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,782
Total number of active participants reported on line 7a of the Form 55002016-01-012,440
Number of retired or separated participants receiving benefits2016-01-01869
Total of all active and inactive participants2016-01-013,309
Number of employers contributing to the scheme2016-01-01252
2015: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,488
Total number of active participants reported on line 7a of the Form 55002015-01-011,920
Number of retired or separated participants receiving benefits2015-01-01862
Total of all active and inactive participants2015-01-012,782
Number of employers contributing to the scheme2015-01-01294
2014: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,619
Total number of active participants reported on line 7a of the Form 55002014-01-011,634
Number of retired or separated participants receiving benefits2014-01-01854
Total of all active and inactive participants2014-01-012,488
Number of employers contributing to the scheme2014-01-01302
2013: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,728
Total number of active participants reported on line 7a of the Form 55002013-01-011,777
Number of retired or separated participants receiving benefits2013-01-01842
Total of all active and inactive participants2013-01-012,619
Number of employers contributing to the scheme2013-01-01311
2012: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,503
Total number of active participants reported on line 7a of the Form 55002012-01-011,950
Number of retired or separated participants receiving benefits2012-01-01778
Total of all active and inactive participants2012-01-012,728
Number of employers contributing to the scheme2012-01-01280
2011: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,805
Total number of active participants reported on line 7a of the Form 55002011-01-011,702
Number of retired or separated participants receiving benefits2011-01-01801
Total of all active and inactive participants2011-01-012,503
Number of employers contributing to the scheme2011-01-01280
2009: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2009 401k membership
Total participants, beginning-of-year2009-01-013,094
Total number of active participants reported on line 7a of the Form 55002009-01-011,708
Number of retired or separated participants receiving benefits2009-01-01781
Number of other retired or separated participants entitled to future benefits2009-01-01273
Total of all active and inactive participants2009-01-012,762
Number of employers contributing to the scheme2009-01-01303

Financial Data on IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND

Measure Date Value
2022 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-21,443,670
Total unrealized appreciation/depreciation of assets2022-12-31$-21,443,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$34,516,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$34,627,478
Total income from all sources (including contributions)2022-12-31$98,542,806
Total loss/gain on sale of assets2022-12-31$-3,057,991
Total of all expenses incurred2022-12-31$119,286,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$114,311,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$117,613,900
Value of total assets at end of year2022-12-31$207,404,664
Value of total assets at beginning of year2022-12-31$228,259,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,974,905
Total interest from all sources2022-12-31$3,569,646
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$543,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$738,655
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$6,480,056
Contributions received from participants2022-12-31$323,329
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,083,516
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,271,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,962,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,666,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$7,799,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,789,014
Other income not declared elsewhere2022-12-31$39,357
Administrative expenses (other) incurred2022-12-31$3,850,490
Liabilities. Value of operating payables at end of year2022-12-31$189,112
Liabilities. Value of operating payables at beginning of year2022-12-31$231,239
Total non interest bearing cash at end of year2022-12-31$4,388,515
Total non interest bearing cash at beginning of year2022-12-31$22,880,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,743,452
Value of net assets at end of year (total assets less liabilities)2022-12-31$172,888,087
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$193,631,539
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$385,760
Income. Interest from US Government securities2022-12-31$1,970,108
Income. Interest from corporate debt instruments2022-12-31$1,565,657
Value of interest in common/collective trusts at end of year2022-12-31$9,893,816
Value of interest in common/collective trusts at beginning of year2022-12-31$9,928,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$29,453,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,415,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,415,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$33,881
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$27,487,586
Asset value of US Government securities at end of year2022-12-31$67,767,310
Asset value of US Government securities at beginning of year2022-12-31$74,739,420
Net investment gain or loss from common/collective trusts2022-12-31$1,278,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$117,290,571
Employer contributions (assets) at end of year2022-12-31$4,965,672
Employer contributions (assets) at beginning of year2022-12-31$5,700,333
Income. Dividends from common stock2022-12-31$543,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$86,823,767
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$53,855,085
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$68,399,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$17,916,288
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$21,117,764
Liabilities. Value of benefit claims payable at end of year2022-12-31$26,527,470
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$31,607,225
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$118,587
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$139,801
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$131,614,638
Aggregate carrying amount (costs) on sale of assets2022-12-31$134,672,629
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRASSI & C.O., CPA'S P.C.
Accountancy firm EIN2022-12-31113266576
2021 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,802,528
Total unrealized appreciation/depreciation of assets2021-12-31$1,802,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$34,627,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$30,594,367
Total income from all sources (including contributions)2021-12-31$127,721,733
Total loss/gain on sale of assets2021-12-31$1,152,128
Total of all expenses incurred2021-12-31$128,427,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$123,669,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$119,960,789
Value of total assets at end of year2021-12-31$228,259,017
Value of total assets at beginning of year2021-12-31$224,931,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,757,509
Total interest from all sources2021-12-31$3,416,673
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$397,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$709,210
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$299,734
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,271,119
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,787,375
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,666,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,316,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,789,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,108,584
Other income not declared elsewhere2021-12-31$420,452
Administrative expenses (other) incurred2021-12-31$3,549,313
Liabilities. Value of operating payables at end of year2021-12-31$231,239
Liabilities. Value of operating payables at beginning of year2021-12-31$125,597
Total non interest bearing cash at end of year2021-12-31$22,880,279
Total non interest bearing cash at beginning of year2021-12-31$23,364,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-705,406
Value of net assets at end of year (total assets less liabilities)2021-12-31$193,631,539
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$194,336,945
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$498,986
Income. Interest from US Government securities2021-12-31$1,765,306
Income. Interest from corporate debt instruments2021-12-31$1,615,556
Value of interest in common/collective trusts at end of year2021-12-31$9,928,904
Value of interest in common/collective trusts at beginning of year2021-12-31$7,911,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,415,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$16,137,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$16,137,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$35,811
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$23,039,929
Asset value of US Government securities at end of year2021-12-31$74,739,420
Asset value of US Government securities at beginning of year2021-12-31$67,437,849
Net investment gain or loss from common/collective trusts2021-12-31$572,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$119,661,055
Employer contributions (assets) at end of year2021-12-31$5,700,333
Employer contributions (assets) at beginning of year2021-12-31$7,646,998
Income. Dividends from common stock2021-12-31$397,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$100,629,701
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$68,399,286
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$71,154,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$21,117,764
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$16,007,175
Liabilities. Value of benefit claims payable at end of year2021-12-31$31,607,225
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$27,360,186
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$139,801
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$166,675
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$195,481,496
Aggregate carrying amount (costs) on sale of assets2021-12-31$194,329,368
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2021-12-31113266576
2020 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,080,890
Total unrealized appreciation/depreciation of assets2020-12-31$2,080,890
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,594,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,835,381
Total income from all sources (including contributions)2020-12-31$126,908,895
Total loss/gain on sale of assets2020-12-31$4,164,236
Total of all expenses incurred2020-12-31$117,511,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$112,971,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$116,464,830
Value of total assets at end of year2020-12-31$224,931,312
Value of total assets at beginning of year2020-12-31$215,775,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,540,610
Total interest from all sources2020-12-31$3,582,352
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$616,330
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$608,770
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$472,607
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,787,375
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$21,512,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,316,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,060,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,108,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,472,217
Other income not declared elsewhere2020-12-31$257
Administrative expenses (other) incurred2020-12-31$3,525,718
Liabilities. Value of operating payables at end of year2020-12-31$125,597
Liabilities. Value of operating payables at beginning of year2020-12-31$60,886
Total non interest bearing cash at end of year2020-12-31$23,364,382
Total non interest bearing cash at beginning of year2020-12-31$19,262,718
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$9,397,155
Value of net assets at end of year (total assets less liabilities)2020-12-31$194,336,945
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$184,939,790
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$406,122
Income. Interest from US Government securities2020-12-31$1,736,376
Income. Interest from corporate debt instruments2020-12-31$1,807,249
Value of interest in common/collective trusts at end of year2020-12-31$7,911,813
Value of interest in common/collective trusts at beginning of year2020-12-31$8,257,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,137,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,627,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,627,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$38,727
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$23,194,406
Asset value of US Government securities at end of year2020-12-31$67,437,849
Asset value of US Government securities at beginning of year2020-12-31$78,481,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$115,992,223
Employer contributions (assets) at end of year2020-12-31$7,646,998
Employer contributions (assets) at beginning of year2020-12-31$8,676,734
Income. Dividends from common stock2020-12-31$616,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$89,776,724
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$71,154,828
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$54,294,414
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$16,007,175
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$14,541,207
Liabilities. Value of benefit claims payable at end of year2020-12-31$27,360,186
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$27,302,278
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$166,675
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$61,176
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$248,176,968
Aggregate carrying amount (costs) on sale of assets2020-12-31$244,012,732
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2020-12-31113266576
2019 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,686,455
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,686,455
Total unrealized appreciation/depreciation of assets2019-12-31$11,686,455
Total unrealized appreciation/depreciation of assets2019-12-31$11,686,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,835,381
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,835,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,585,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,585,681
Total income from all sources (including contributions)2019-12-31$144,367,978
Total income from all sources (including contributions)2019-12-31$144,367,978
Total loss/gain on sale of assets2019-12-31$1,718,223
Total loss/gain on sale of assets2019-12-31$1,718,223
Total of all expenses incurred2019-12-31$123,999,497
Total of all expenses incurred2019-12-31$123,999,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$119,441,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$119,441,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$126,025,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$126,025,487
Value of total assets at end of year2019-12-31$215,775,171
Value of total assets at end of year2019-12-31$215,775,171
Value of total assets at beginning of year2019-12-31$194,156,990
Value of total assets at beginning of year2019-12-31$194,156,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,558,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,558,193
Total interest from all sources2019-12-31$3,977,037
Total interest from all sources2019-12-31$3,977,037
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$959,673
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$959,673
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$646,343
Administrative expenses professional fees incurred2019-12-31$646,343
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
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$400,850
Contributions received from participants2019-12-31$400,850
Assets. Other investments not covered elsewhere at end of year2019-12-31$21,512,384
Assets. Other investments not covered elsewhere at end of year2019-12-31$21,512,384
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$23,430,877
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$23,430,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,060,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,060,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,658,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,658,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,472,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,472,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,387,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,387,392
Other income not declared elsewhere2019-12-31$1,103
Other income not declared elsewhere2019-12-31$1,103
Administrative expenses (other) incurred2019-12-31$3,547,516
Administrative expenses (other) incurred2019-12-31$3,547,516
Liabilities. Value of operating payables at end of year2019-12-31$60,886
Liabilities. Value of operating payables at end of year2019-12-31$60,886
Liabilities. Value of operating payables at beginning of year2019-12-31$80,980
Liabilities. Value of operating payables at beginning of year2019-12-31$80,980
Total non interest bearing cash at end of year2019-12-31$19,262,718
Total non interest bearing cash at end of year2019-12-31$19,262,718
Total non interest bearing cash at beginning of year2019-12-31$21,479,697
Total non interest bearing cash at beginning of year2019-12-31$21,479,697
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$20,368,481
Value of net income/loss2019-12-31$20,368,481
Value of net assets at end of year (total assets less liabilities)2019-12-31$184,939,790
Value of net assets at end of year (total assets less liabilities)2019-12-31$184,939,790
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$164,571,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$164,571,309
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$364,334
Investment advisory and management fees2019-12-31$364,334
Income. Interest from US Government securities2019-12-31$2,310,637
Income. Interest from US Government securities2019-12-31$2,310,637
Income. Interest from corporate debt instruments2019-12-31$1,605,697
Income. Interest from corporate debt instruments2019-12-31$1,605,697
Value of interest in common/collective trusts at end of year2019-12-31$8,257,118
Value of interest in common/collective trusts at end of year2019-12-31$8,257,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,627,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,627,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,041,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,041,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,041,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,041,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$60,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$60,703
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$23,781,232
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$23,781,232
Asset value of US Government securities at end of year2019-12-31$78,481,540
Asset value of US Government securities at end of year2019-12-31$78,481,540
Asset value of US Government securities at beginning of year2019-12-31$59,993,937
Asset value of US Government securities at beginning of year2019-12-31$59,993,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$125,624,637
Contributions received in cash from employer2019-12-31$125,624,637
Employer contributions (assets) at end of year2019-12-31$8,676,734
Employer contributions (assets) at end of year2019-12-31$8,676,734
Employer contributions (assets) at beginning of year2019-12-31$8,271,433
Employer contributions (assets) at beginning of year2019-12-31$8,271,433
Income. Dividends from common stock2019-12-31$959,673
Income. Dividends from common stock2019-12-31$959,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,660,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,660,072
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$54,294,414
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$54,294,414
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$49,321,846
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$49,321,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$14,541,207
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$14,541,207
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$11,873,066
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$11,873,066
Liabilities. Value of benefit claims payable at end of year2019-12-31$27,302,278
Liabilities. Value of benefit claims payable at end of year2019-12-31$27,302,278
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$28,117,309
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$61,176
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$61,176
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$85,260
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$85,260
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$262,523,496
Aggregate proceeds on sale of assets2019-12-31$262,523,496
Aggregate carrying amount (costs) on sale of assets2019-12-31$260,805,273
Aggregate carrying amount (costs) on sale of assets2019-12-31$260,805,273
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRASSI & CO CPAS P.C.
Accountancy firm name2019-12-31GRASSI & CO CPAS P.C.
Accountancy firm EIN2019-12-31113266576
Accountancy firm EIN2019-12-31113266576
2018 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,628,860
Total unrealized appreciation/depreciation of assets2018-12-31$-5,628,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,585,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,661,948
Total income from all sources (including contributions)2018-12-31$125,858,354
Total loss/gain on sale of assets2018-12-31$-603,703
Total of all expenses incurred2018-12-31$123,235,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$118,897,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$127,040,041
Value of total assets at end of year2018-12-31$194,156,990
Value of total assets at beginning of year2018-12-31$191,610,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,338,220
Total interest from all sources2018-12-31$3,471,925
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,575,825
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$686,532
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$444,811
Assets. Other investments not covered elsewhere at end of year2018-12-31$23,430,877
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$26,149,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,658,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,329,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,387,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,047,048
Other income not declared elsewhere2018-12-31$3,126
Administrative expenses (other) incurred2018-12-31$3,371,724
Liabilities. Value of operating payables at end of year2018-12-31$80,980
Liabilities. Value of operating payables at beginning of year2018-12-31$161,598
Total non interest bearing cash at end of year2018-12-31$21,479,697
Total non interest bearing cash at beginning of year2018-12-31$20,062,003
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$2,623,076
Value of net assets at end of year (total assets less liabilities)2018-12-31$164,571,309
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$161,948,233
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$279,964
Income. Interest from US Government securities2018-12-31$3,402,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,041,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$16,328,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$16,328,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$69,371
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$21,680,170
Asset value of US Government securities at end of year2018-12-31$59,993,937
Asset value of US Government securities at beginning of year2018-12-31$58,660,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$126,595,230
Employer contributions (assets) at end of year2018-12-31$8,271,433
Employer contributions (assets) at beginning of year2018-12-31$9,611,656
Income. Dividends from common stock2018-12-31$1,575,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$97,216,888
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$49,321,846
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$49,246,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$11,873,066
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$9,188,965
Liabilities. Value of benefit claims payable at end of year2018-12-31$28,117,309
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$25,453,302
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$85,260
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$33,998
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$159,035,152
Aggregate carrying amount (costs) on sale of assets2018-12-31$159,638,855
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 name2018-12-31GRASSI & CO CPAS P.C.
Accountancy firm EIN2018-12-31113266576
2017 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,686,377
Total unrealized appreciation/depreciation of assets2017-12-31$1,686,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,661,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,142,540
Total income from all sources (including contributions)2017-12-31$136,008,766
Total loss/gain on sale of assets2017-12-31$561,011
Total of all expenses incurred2017-12-31$121,292,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$117,015,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$129,533,518
Value of total assets at end of year2017-12-31$191,610,181
Value of total assets at beginning of year2017-12-31$180,374,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,276,895
Total interest from all sources2017-12-31$3,197,933
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$817,806
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$750,561
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$376,557
Assets. Other investments not covered elsewhere at end of year2017-12-31$26,149,641
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,145,436
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$608
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,329,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,699,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,047,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,661,623
Other income not declared elsewhere2017-12-31$212,121
Administrative expenses (other) incurred2017-12-31$3,207,365
Liabilities. Value of operating payables at end of year2017-12-31$161,598
Liabilities. Value of operating payables at beginning of year2017-12-31$103,825
Total non interest bearing cash at end of year2017-12-31$20,062,003
Total non interest bearing cash at beginning of year2017-12-31$21,392,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,716,368
Value of net assets at end of year (total assets less liabilities)2017-12-31$161,948,233
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$147,231,865
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$318,969
Income. Interest from US Government securities2017-12-31$3,134,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$16,328,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,312,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,312,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$63,726
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$20,622,351
Asset value of US Government securities at end of year2017-12-31$58,660,119
Asset value of US Government securities at beginning of year2017-12-31$83,123,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$129,156,353
Employer contributions (assets) at end of year2017-12-31$9,611,656
Employer contributions (assets) at beginning of year2017-12-31$7,626,183
Income. Dividends from common stock2017-12-31$817,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$96,393,152
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$49,246,526
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$18,584,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$9,188,965
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$32,435,211
Liabilities. Value of benefit claims payable at end of year2017-12-31$25,453,302
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$23,377,092
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$33,998
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$54,420
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$355,207,885
Aggregate carrying amount (costs) on sale of assets2017-12-31$354,646,874
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 name2017-12-31GRASSI & CO CPAS P.C.
Accountancy firm EIN2017-12-31113266576
2016 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,854,543
Total unrealized appreciation/depreciation of assets2016-12-31$1,854,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,142,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,262,376
Total income from all sources (including contributions)2016-12-31$148,482,517
Total loss/gain on sale of assets2016-12-31$102,137
Total of all expenses incurred2016-12-31$121,943,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$117,452,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$143,254,713
Value of total assets at end of year2016-12-31$180,374,405
Value of total assets at beginning of year2016-12-31$148,954,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,490,456
Total interest from all sources2016-12-31$2,910,469
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$344,422
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$703,645
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$339,872
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,145,436
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$547
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,699,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,586,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,661,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,108,751
Other income not declared elsewhere2016-12-31$16,233
Administrative expenses (other) incurred2016-12-31$3,393,915
Liabilities. Value of operating payables at end of year2016-12-31$103,825
Liabilities. Value of operating payables at beginning of year2016-12-31$206,308
Total non interest bearing cash at end of year2016-12-31$21,392,977
Total non interest bearing cash at beginning of year2016-12-31$20,928,183
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$26,539,431
Value of net assets at end of year (total assets less liabilities)2016-12-31$147,231,865
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$120,692,434
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$392,896
Income. Interest from US Government securities2016-12-31$2,841,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,312,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,775,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,775,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$68,700
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$15,860,373
Asset value of US Government securities at end of year2016-12-31$83,123,489
Asset value of US Government securities at beginning of year2016-12-31$66,999,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$142,914,294
Employer contributions (assets) at end of year2016-12-31$7,626,183
Employer contributions (assets) at beginning of year2016-12-31$8,266,794
Income. Dividends from common stock2016-12-31$344,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$101,592,257
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$18,584,240
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$13,755,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$32,435,211
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$25,578,428
Liabilities. Value of benefit claims payable at end of year2016-12-31$23,377,092
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$22,947,317
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$54,420
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$64,075
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$168,035,771
Aggregate carrying amount (costs) on sale of assets2016-12-31$167,933,634
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRASSI & CO CPAS P.C.
Accountancy firm EIN2016-12-31113266576
2015 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,899,933
Total unrealized appreciation/depreciation of assets2015-12-31$-2,899,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,262,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,009,023
Total income from all sources (including contributions)2015-12-31$112,658,716
Total loss/gain on sale of assets2015-12-31$-206,956
Total of all expenses incurred2015-12-31$98,394,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$94,015,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$112,638,935
Value of total assets at end of year2015-12-31$148,954,810
Value of total assets at beginning of year2015-12-31$125,436,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,378,905
Total interest from all sources2015-12-31$2,673,209
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$422,248
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$691,865
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$484,517
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$724
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,586,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,843,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,108,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,769,281
Other income not declared elsewhere2015-12-31$31,213
Administrative expenses (other) incurred2015-12-31$3,485,804
Liabilities. Value of operating payables at end of year2015-12-31$206,308
Liabilities. Value of operating payables at beginning of year2015-12-31$110,095
Total non interest bearing cash at end of year2015-12-31$20,928,183
Total non interest bearing cash at beginning of year2015-12-31$12,139,932
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$14,264,618
Value of net assets at end of year (total assets less liabilities)2015-12-31$120,692,434
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$106,427,816
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$201,236
Income. Interest from US Government securities2015-12-31$2,625,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,775,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,682,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,682,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$47,999
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$12,861,932
Asset value of US Government securities at end of year2015-12-31$66,999,714
Asset value of US Government securities at beginning of year2015-12-31$62,021,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$112,153,694
Employer contributions (assets) at end of year2015-12-31$8,266,794
Employer contributions (assets) at beginning of year2015-12-31$5,100,181
Income. Dividends from common stock2015-12-31$422,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$81,153,261
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$13,755,959
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$12,151,760
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$25,578,428
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$24,423,168
Liabilities. Value of benefit claims payable at end of year2015-12-31$22,947,317
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$14,129,647
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$64,075
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$74,240
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$110,464,152
Aggregate carrying amount (costs) on sale of assets2015-12-31$110,671,108
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2015-12-31113266576
2014 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,461,080
Total unrealized appreciation/depreciation of assets2014-12-31$-1,461,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,009,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,822,220
Total income from all sources (including contributions)2014-12-31$77,607,014
Total loss/gain on sale of assets2014-12-31$3,065,296
Total of all expenses incurred2014-12-31$74,176,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$69,895,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$72,747,509
Value of total assets at end of year2014-12-31$125,436,839
Value of total assets at beginning of year2014-12-31$120,819,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,280,561
Total interest from all sources2014-12-31$2,775,261
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$441,759
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$687,826
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$525,095
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,891,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,843,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,318,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,769,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,240,369
Other income not declared elsewhere2014-12-31$38,269
Administrative expenses (other) incurred2014-12-31$3,294,170
Liabilities. Value of operating payables at end of year2014-12-31$110,095
Liabilities. Value of operating payables at beginning of year2014-12-31$110,142
Total non interest bearing cash at end of year2014-12-31$12,139,932
Total non interest bearing cash at beginning of year2014-12-31$10,588,914
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$3,430,496
Value of net assets at end of year (total assets less liabilities)2014-12-31$106,427,816
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$102,997,320
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$298,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$168,841
Income. Interest from US Government securities2014-12-31$2,750,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,682,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,103,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,103,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$24,703
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$13,418,774
Asset value of US Government securities at end of year2014-12-31$62,021,423
Asset value of US Government securities at beginning of year2014-12-31$62,694,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$72,222,414
Employer contributions (assets) at end of year2014-12-31$5,100,181
Employer contributions (assets) at beginning of year2014-12-31$4,138,528
Income. Dividends from common stock2014-12-31$441,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$56,477,183
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$12,151,760
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$11,775,722
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$24,423,168
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$21,093,001
Liabilities. Value of benefit claims payable at end of year2014-12-31$14,129,647
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$13,471,709
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$74,240
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$45,435
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$73,594,635
Aggregate carrying amount (costs) on sale of assets2014-12-31$70,529,339
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 name2014-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2014-12-31113266576
2013 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,780,997
Total unrealized appreciation/depreciation of assets2013-12-31$2,780,997
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,822,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,528,924
Total income from all sources (including contributions)2013-12-31$83,185,438
Total loss/gain on sale of assets2013-12-31$875,714
Total of all expenses incurred2013-12-31$77,449,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$73,142,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$76,206,599
Value of total assets at end of year2013-12-31$120,819,540
Value of total assets at beginning of year2013-12-31$114,790,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,307,263
Total interest from all sources2013-12-31$2,819,072
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$246,236
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$749,035
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$404,825
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,891,361
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,145,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,318,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,238,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,240,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,900,503
Other income not declared elsewhere2013-12-31$256,820
Administrative expenses (other) incurred2013-12-31$3,303,556
Liabilities. Value of operating payables at end of year2013-12-31$110,142
Liabilities. Value of operating payables at beginning of year2013-12-31$37,855
Total non interest bearing cash at end of year2013-12-31$10,588,914
Total non interest bearing cash at beginning of year2013-12-31$12,456,230
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$5,735,773
Value of net assets at end of year (total assets less liabilities)2013-12-31$102,997,320
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$97,261,547
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$254,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$168,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$133,900
Income. Interest from US Government securities2013-12-31$2,788,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,103,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,656,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,656,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$30,193
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$14,731,467
Asset value of US Government securities at end of year2013-12-31$62,694,946
Asset value of US Government securities at beginning of year2013-12-31$65,308,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$75,801,774
Employer contributions (assets) at end of year2013-12-31$4,138,528
Employer contributions (assets) at beginning of year2013-12-31$5,983,665
Income. Dividends from common stock2013-12-31$246,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,410,935
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$11,775,722
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$9,017,149
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$21,093,001
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,800,567
Liabilities. Value of benefit claims payable at end of year2013-12-31$13,471,709
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$14,590,566
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$45,435
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$49,606
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$62,190,150
Aggregate carrying amount (costs) on sale of assets2013-12-31$61,314,436
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 name2013-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2013-12-31113266576
2012 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$956,326
Total unrealized appreciation/depreciation of assets2012-12-31$956,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,528,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,721,581
Total income from all sources (including contributions)2012-12-31$102,029,600
Total loss/gain on sale of assets2012-12-31$-694,483
Total of all expenses incurred2012-12-31$85,088,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$81,199,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$97,561,680
Value of total assets at end of year2012-12-31$114,790,471
Value of total assets at beginning of year2012-12-31$102,041,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,888,614
Total interest from all sources2012-12-31$3,877,334
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$178,232
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$601,427
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$524,461
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,145,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,238,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$921,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,900,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,426,104
Other income not declared elsewhere2012-12-31$150,511
Administrative expenses (other) incurred2012-12-31$3,116,373
Liabilities. Value of operating payables at end of year2012-12-31$37,855
Liabilities. Value of operating payables at beginning of year2012-12-31$31,412
Total non interest bearing cash at end of year2012-12-31$12,456,230
Total non interest bearing cash at beginning of year2012-12-31$11,548,177
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$16,941,511
Value of net assets at end of year (total assets less liabilities)2012-12-31$97,261,547
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$80,320,036
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$170,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$133,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$1,021,938
Income. Interest from US Government securities2012-12-31$2,786,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,656,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,639,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,639,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$69,026
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$11,329,427
Asset value of US Government securities at end of year2012-12-31$65,308,708
Asset value of US Government securities at beginning of year2012-12-31$60,475,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$97,037,219
Employer contributions (assets) at end of year2012-12-31$5,983,665
Employer contributions (assets) at beginning of year2012-12-31$8,467,256
Income. Dividends from common stock2012-12-31$178,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$69,870,048
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$9,017,149
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,800,567
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$9,899,230
Liabilities. Value of benefit claims payable at end of year2012-12-31$14,590,566
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$17,264,065
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$49,606
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$90,405
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$199,841,970
Aggregate carrying amount (costs) on sale of assets2012-12-31$200,536,453
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2012-12-31113266576
2011 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,363,082
Total unrealized appreciation/depreciation of assets2011-12-31$-1,363,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,721,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,393,388
Total income from all sources (including contributions)2011-12-31$104,782,399
Total loss/gain on sale of assets2011-12-31$-146,238
Total of all expenses incurred2011-12-31$85,538,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$82,142,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$102,452,407
Value of total assets at end of year2011-12-31$102,041,617
Value of total assets at beginning of year2011-12-31$77,469,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,396,202
Total interest from all sources2011-12-31$3,649,725
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$123,587
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$486,804
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$819,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$921,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$478,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,426,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,705,136
Other income not declared elsewhere2011-12-31$66,000
Administrative expenses (other) incurred2011-12-31$2,780,018
Liabilities. Value of operating payables at end of year2011-12-31$31,412
Liabilities. Value of operating payables at beginning of year2011-12-31$70,469
Total non interest bearing cash at end of year2011-12-31$11,548,177
Total non interest bearing cash at beginning of year2011-12-31$11,201,894
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$19,243,682
Value of net assets at end of year (total assets less liabilities)2011-12-31$80,320,036
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,076,354
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$129,380
Interest earned on other investments2011-12-31$1,137,314
Income. Interest from US Government securities2011-12-31$2,406,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,639,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,442,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,442,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$105,748
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$10,711,322
Asset value of US Government securities at end of year2011-12-31$60,475,938
Asset value of US Government securities at beginning of year2011-12-31$45,741,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$101,633,003
Employer contributions (assets) at end of year2011-12-31$8,467,256
Employer contributions (assets) at beginning of year2011-12-31$5,534,223
Income. Dividends from common stock2011-12-31$123,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$71,431,193
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$9,899,230
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,900,627
Liabilities. Value of benefit claims payable at end of year2011-12-31$17,264,065
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$14,617,783
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$90,405
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$169,260
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$38,704,966
Aggregate carrying amount (costs) on sale of assets2011-12-31$38,851,204
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 name2011-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2011-12-31113266576
2010 : IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$376,788
Total unrealized appreciation/depreciation of assets2010-12-31$376,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,393,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,762,058
Total income from all sources (including contributions)2010-12-31$86,009,303
Total loss/gain on sale of assets2010-12-31$379,734
Total of all expenses incurred2010-12-31$68,718,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$65,562,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$82,664,671
Value of total assets at end of year2010-12-31$74,331,164
Value of total assets at beginning of year2010-12-31$55,408,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,155,420
Total interest from all sources2010-12-31$2,430,895
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$91,215
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$549,521
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$1,128,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$478,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$824,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,705,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$30,000
Other income not declared elsewhere2010-12-31$66,000
Administrative expenses (other) incurred2010-12-31$2,503,157
Liabilities. Value of operating payables at end of year2010-12-31$70,469
Liabilities. Value of operating payables at beginning of year2010-12-31$1,997,817
Total non interest bearing cash at end of year2010-12-31$11,201,894
Total non interest bearing cash at beginning of year2010-12-31$8,322,520
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$17,290,975
Value of net assets at end of year (total assets less liabilities)2010-12-31$57,937,776
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,646,801
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$102,742
Interest earned on other investments2010-12-31$475,815
Income. Interest from US Government securities2010-12-31$1,887,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,442,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,516,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,516,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$67,129
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$8,643,342
Asset value of US Government securities at end of year2010-12-31$45,741,900
Asset value of US Government securities at beginning of year2010-12-31$35,679,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$81,536,644
Employer contributions (assets) at end of year2010-12-31$2,395,645
Income. Dividends from common stock2010-12-31$91,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$56,919,566
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$360,787
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$7,900,627
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,540,277
Liabilities. Value of benefit claims payable at end of year2010-12-31$14,617,783
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$12,734,241
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$169,260
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$165,398
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$32,091,830
Aggregate carrying amount (costs) on sale of assets2010-12-31$31,712,096
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 name2010-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2010-12-31113266576

Form 5500 Responses for IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND

2022: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 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: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
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

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10271316
Policy instance 5
Insurance contract or identification number10271316
Number of Individuals Covered1642
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $4,701
Total amount of fees paid to insurance companyUSD $44,420
Other welfare benefits providedWEEKLY INCOME
Welfare Benefit Premiums Paid to CarrierUSD $222,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,701
Amount paid for insurance broker fees22210
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10271315
Policy instance 4
Insurance contract or identification number10271315
Number of Individuals Covered4344
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $7,457
Total amount of fees paid to insurance companyUSD $126,886
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $634,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,457
Amount paid for insurance broker fees63443
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number377269
Policy instance 3
Insurance contract or identification number377269
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
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 number713500D
Policy instance 2
Insurance contract or identification number713500D
Number of Individuals Covered1801
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $98,526
Total amount of fees paid to insurance companyUSD $16,101
Other welfare benefits providedPFL-STAN & WD-SUPP
Welfare Benefit Premiums Paid to CarrierUSD $471,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $98,526
Amount paid for insurance broker fees4614
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803345G
Policy instance 1
Insurance contract or identification number803345G
Number of Individuals Covered2814
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $76,616
Total amount of fees paid to insurance companyUSD $30,279
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $383,079
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,616
Amount paid for insurance broker fees19154
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803345G
Policy instance 1
Insurance contract or identification number803345G
Number of Individuals Covered2865
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $133,204
Total amount of fees paid to insurance companyUSD $44,586
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $666,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $133,204
Amount paid for insurance broker fees33301
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number713500D
Policy instance 2
Insurance contract or identification number713500D
Number of Individuals Covered1876
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $177,822
Total amount of fees paid to insurance companyUSD $20,114
Other welfare benefits providedPFL-STAN & WD-SUPP
Welfare Benefit Premiums Paid to CarrierUSD $851,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $177,822
Amount paid for insurance broker fees8328
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number713500D
Policy instance 2
Insurance contract or identification number713500D
Number of Individuals Covered1975
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $157,466
Total amount of fees paid to insurance companyUSD $18,961
Other welfare benefits providedPFL-STAN & WD-SUPP
Welfare Benefit Premiums Paid to CarrierUSD $928,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $157,466
Amount paid for insurance broker fees17767
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803345G
Policy instance 1
Insurance contract or identification number803345G
Number of Individuals Covered2948
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $121,469
Total amount of fees paid to insurance companyUSD $31,872
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $607,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $110,432
Amount paid for insurance broker fees27608
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803345G
Policy instance 1
Insurance contract or identification number803345G
Number of Individuals Covered3012
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $121,763
Total amount of fees paid to insurance companyUSD $34,756
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $608,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78,618
Amount paid for insurance broker fees30441
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number713500D
Policy instance 2
Insurance contract or identification number713500D
Number of Individuals Covered2054
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $221,867
Total amount of fees paid to insurance companyUSD $4,686
Other welfare benefits providedPFL-STAN & WD-SUPP
Welfare Benefit Premiums Paid to CarrierUSD $887,467
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $221,867
Insurance broker organization code?3
Amount paid for insurance broker fees4686
Additional information about fees paid to insurance brokerBONUS PAID
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619385
Policy instance 1
Insurance contract or identification number619385
Number of Individuals Covered2841
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $217,478
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,335,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $217,478
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619385
Policy instance 1
Insurance contract or identification number619385
Number of Individuals Covered3309
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameUNION BENEFIT PLANNERS INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619385
Policy instance 1
Insurance contract or identification number619385
Number of Individuals Covered2782
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,108,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameUNION BENEFIT PLANNERS INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619385
Policy instance 1
Insurance contract or identification number619385
Number of Individuals Covered2580
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
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
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,090,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameUNION BENEFIT PLANNERS INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619385
Policy instance 1
Insurance contract or identification number619385
Number of Individuals Covered2580
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
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
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,200,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameUNION BENEFIT PLANNERS INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619385
Policy instance 1
Insurance contract or identification number619385
Number of Individuals Covered2728
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
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
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,300,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker nameUNION BENEFIT PLANNERS INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619385
Policy instance 1
Insurance contract or identification number619385
Number of Individuals Covered2777
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $170,302
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
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,226,482
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 number619385
Policy instance 1
Insurance contract or identification number619385
Number of Individuals Covered2471
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $139,956
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
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,100,693
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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