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LOCAL 580 INSURANCE FUND 401k Plan overview

Plan NameLOCAL 580 INSURANCE FUND
Plan identification number 501

LOCAL 580 INSURANCE FUND Benefits

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

401k Sponsoring company profile

LOCAL 580 - INSURANCE FUND has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 580 - INSURANCE FUND
Employer identification number (EIN):136178513
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 580 INSURANCE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01PETER MYERS2023-10-10 RANDALL RIFELLI2023-10-10
5012021-01-01SEAN BOYLE2022-10-10
5012020-01-01SEAN BOYLE2021-10-07
5012019-01-01SEAN BOYLE2020-10-07
5012018-01-01SEAN BOYLE2019-10-10
5012017-01-01PETER MYERS
5012016-01-01PETER MYERS
5012015-01-01PETER MYERS
5012014-01-01PETER MYERS
5012013-01-01JAMES MAHONEY
5012012-01-01JAMES MAHONEY
5012011-01-01JAMES MAHONEY
5012010-01-01JAMES MAHONEY
5012009-01-01JAMES MAHONEY RANDALL MENT2010-09-16

Plan Statistics for LOCAL 580 INSURANCE FUND

401k plan membership statisitcs for LOCAL 580 INSURANCE FUND

Measure Date Value
2022: LOCAL 580 INSURANCE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,538
Total number of active participants reported on line 7a of the Form 55002022-01-011,816
Number of retired or separated participants receiving benefits2022-01-01597
Total of all active and inactive participants2022-01-012,413
Number of employers contributing to the scheme2022-01-01295
2021: LOCAL 580 INSURANCE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,604
Total number of active participants reported on line 7a of the Form 55002021-01-011,958
Number of retired or separated participants receiving benefits2021-01-01580
Total of all active and inactive participants2021-01-012,538
Number of employers contributing to the scheme2021-01-01294
2020: LOCAL 580 INSURANCE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,783
Total number of active participants reported on line 7a of the Form 55002020-01-012,002
Number of retired or separated participants receiving benefits2020-01-01602
Total of all active and inactive participants2020-01-012,604
Number of employers contributing to the scheme2020-01-01292
2019: LOCAL 580 INSURANCE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,979
Total number of active participants reported on line 7a of the Form 55002019-01-012,203
Number of retired or separated participants receiving benefits2019-01-01580
Total of all active and inactive participants2019-01-012,783
Number of employers contributing to the scheme2019-01-01312
2018: LOCAL 580 INSURANCE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,768
Total number of active participants reported on line 7a of the Form 55002018-01-012,419
Number of retired or separated participants receiving benefits2018-01-01560
Total of all active and inactive participants2018-01-012,979
Number of employers contributing to the scheme2018-01-01327
2017: LOCAL 580 INSURANCE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,563
Total number of active participants reported on line 7a of the Form 55002017-01-012,231
Number of retired or separated participants receiving benefits2017-01-01537
Total of all active and inactive participants2017-01-012,768
Number of employers contributing to the scheme2017-01-01302
2016: LOCAL 580 INSURANCE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,331
Total number of active participants reported on line 7a of the Form 55002016-01-012,023
Number of retired or separated participants receiving benefits2016-01-01540
Total of all active and inactive participants2016-01-012,563
Number of employers contributing to the scheme2016-01-01311
2015: LOCAL 580 INSURANCE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,311
Total number of active participants reported on line 7a of the Form 55002015-01-011,799
Number of retired or separated participants receiving benefits2015-01-01532
Total of all active and inactive participants2015-01-012,331
Number of employers contributing to the scheme2015-01-01335
2014: LOCAL 580 INSURANCE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,283
Total number of active participants reported on line 7a of the Form 55002014-01-011,788
Number of retired or separated participants receiving benefits2014-01-01523
Total of all active and inactive participants2014-01-012,311
Number of employers contributing to the scheme2014-01-01352
2013: LOCAL 580 INSURANCE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,204
Total number of active participants reported on line 7a of the Form 55002013-01-011,754
Number of retired or separated participants receiving benefits2013-01-01529
Total of all active and inactive participants2013-01-012,283
Number of employers contributing to the scheme2013-01-01362
2012: LOCAL 580 INSURANCE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,124
Total number of active participants reported on line 7a of the Form 55002012-01-011,690
Number of retired or separated participants receiving benefits2012-01-01514
Total of all active and inactive participants2012-01-012,204
Number of employers contributing to the scheme2012-01-01375
2011: LOCAL 580 INSURANCE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,112
Total number of active participants reported on line 7a of the Form 55002011-01-011,595
Number of retired or separated participants receiving benefits2011-01-01529
Total of all active and inactive participants2011-01-012,124
Number of employers contributing to the scheme2011-01-01390
2010: LOCAL 580 INSURANCE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-012,311
Total number of active participants reported on line 7a of the Form 55002010-01-011,591
Number of retired or separated participants receiving benefits2010-01-01521
Total of all active and inactive participants2010-01-012,112
Number of employers contributing to the scheme2010-01-01436
2009: LOCAL 580 INSURANCE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,376
Total number of active participants reported on line 7a of the Form 55002009-01-011,802
Number of retired or separated participants receiving benefits2009-01-01509
Total of all active and inactive participants2009-01-012,311
Number of employers contributing to the scheme2009-01-01407

Financial Data on LOCAL 580 INSURANCE FUND

Measure Date Value
2022 : LOCAL 580 INSURANCE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$8,662,812
Total unrealized appreciation/depreciation of assets2022-12-31$8,662,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,548,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,626,843
Total income from all sources (including contributions)2022-12-31$3,897,441
Total loss/gain on sale of assets2022-12-31$-42,950,145
Total of all expenses incurred2022-12-31$55,344,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$53,403,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$43,039,255
Value of total assets at end of year2022-12-31$321,828,797
Value of total assets at beginning of year2022-12-31$368,353,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,940,644
Total interest from all sources2022-12-31$4,833,589
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,952,608
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,030,660
Administrative expenses professional fees incurred2022-12-31$530,761
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$257,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,562,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,785,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,894,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$8,772,897
Other income not declared elsewhere2022-12-31$1,787
Administrative expenses (other) incurred2022-12-31$756,676
Liabilities. Value of operating payables at end of year2022-12-31$216,551
Liabilities. Value of operating payables at beginning of year2022-12-31$192,646
Total non interest bearing cash at end of year2022-12-31$6,575,262
Total non interest bearing cash at beginning of year2022-12-31$9,209,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-51,446,573
Value of net assets at end of year (total assets less liabilities)2022-12-31$301,280,099
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$352,726,672
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
Assets. partnership/joint venture interests at end of year2022-12-31$10,327,703
Assets. partnership/joint venture interests at beginning of year2022-12-31$14,486,179
Investment advisory and management fees2022-12-31$653,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$38,059,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,068,003
Income. Interest from US Government securities2022-12-31$2,427,668
Income. Interest from corporate debt instruments2022-12-31$2,405,921
Value of interest in common/collective trusts at end of year2022-12-31$63,313,752
Value of interest in common/collective trusts at beginning of year2022-12-31$69,228,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,201,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,201,035
Asset value of US Government securities at end of year2022-12-31$101,710,799
Asset value of US Government securities at beginning of year2022-12-31$97,412,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,552,844
Net investment gain or loss from common/collective trusts2022-12-31$-6,089,621
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$42,781,764
Employer contributions (assets) at end of year2022-12-31$2,768,840
Employer contributions (assets) at beginning of year2022-12-31$3,259,593
Income. Dividends from common stock2022-12-31$921,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$53,403,370
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$10,897,243
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$50,731,566
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$85,105,109
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$35,378,681
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$37,595,184
Liabilities. Value of benefit claims payable at end of year2022-12-31$7,437,300
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$6,661,300
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$503,046
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$2,577
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$433,238,698
Aggregate carrying amount (costs) on sale of assets2022-12-31$476,188,843
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2022-12-31131577780
2021 : LOCAL 580 INSURANCE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-4,333,811
Total unrealized appreciation/depreciation of assets2021-12-31$-4,333,811
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,626,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,135,260
Total income from all sources (including contributions)2021-12-31$72,481,643
Total loss/gain on sale of assets2021-12-31$11,401,802
Total of all expenses incurred2021-12-31$52,961,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$50,904,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$50,142,220
Value of total assets at end of year2021-12-31$368,353,515
Value of total assets at beginning of year2021-12-31$358,341,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,056,676
Total interest from all sources2021-12-31$4,077,456
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,281,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$458,013
Administrative expenses professional fees incurred2021-12-31$480,036
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$374,879
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,785,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,788,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$8,772,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$19,780,870
Other income not declared elsewhere2021-12-31$29,318
Administrative expenses (other) incurred2021-12-31$747,765
Liabilities. Value of operating payables at end of year2021-12-31$192,646
Liabilities. Value of operating payables at beginning of year2021-12-31$112,490
Total non interest bearing cash at end of year2021-12-31$9,209,084
Total non interest bearing cash at beginning of year2021-12-31$11,907,584
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$19,520,034
Value of net assets at end of year (total assets less liabilities)2021-12-31$352,726,672
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$333,206,638
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
Assets. partnership/joint venture interests at end of year2021-12-31$14,486,179
Assets. partnership/joint venture interests at beginning of year2021-12-31$16,591,521
Investment advisory and management fees2021-12-31$828,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,068,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,811,949
Interest earned on other investments2021-12-31$14,987
Income. Interest from US Government securities2021-12-31$1,777,894
Income. Interest from corporate debt instruments2021-12-31$2,282,374
Value of interest in common/collective trusts at end of year2021-12-31$69,228,201
Value of interest in common/collective trusts at beginning of year2021-12-31$61,014,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,201,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,045,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,045,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,201
Asset value of US Government securities at end of year2021-12-31$97,412,989
Asset value of US Government securities at beginning of year2021-12-31$92,199,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,744,335
Net investment gain or loss from common/collective trusts2021-12-31$138,523
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$49,767,341
Employer contributions (assets) at end of year2021-12-31$3,259,593
Employer contributions (assets) at beginning of year2021-12-31$2,988,288
Income. Dividends from common stock2021-12-31$1,823,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$50,904,933
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$85,105,109
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$75,426,259
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$37,595,184
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$59,563,876
Liabilities. Value of benefit claims payable at end of year2021-12-31$6,661,300
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$5,241,900
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$2,577
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$3,655
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 appraiser2021-12-31Yes
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$542,595,941
Aggregate carrying amount (costs) on sale of assets2021-12-31$531,194,139
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : LOCAL 580 INSURANCE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$9,868,523
Total unrealized appreciation/depreciation of assets2020-12-31$9,868,523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,135,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,659,888
Total income from all sources (including contributions)2020-12-31$69,871,177
Total loss/gain on sale of assets2020-12-31$1,712,675
Total of all expenses incurred2020-12-31$38,506,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$36,700,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$43,752,104
Value of total assets at end of year2020-12-31$358,341,898
Value of total assets at beginning of year2020-12-31$330,501,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,805,867
Total interest from all sources2020-12-31$4,625,789
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,915,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$312,897
Administrative expenses professional fees incurred2020-12-31$394,122
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$340,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,788,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,110,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$19,780,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$22,071,870
Other income not declared elsewhere2020-12-31$12,584
Administrative expenses (other) incurred2020-12-31$726,494
Liabilities. Value of operating payables at end of year2020-12-31$112,490
Liabilities. Value of operating payables at beginning of year2020-12-31$179,218
Total non interest bearing cash at end of year2020-12-31$11,907,584
Total non interest bearing cash at beginning of year2020-12-31$7,654,492
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$31,364,735
Value of net assets at end of year (total assets less liabilities)2020-12-31$333,206,638
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$301,841,903
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
Assets. partnership/joint venture interests at end of year2020-12-31$16,591,521
Assets. partnership/joint venture interests at beginning of year2020-12-31$12,480,193
Investment advisory and management fees2020-12-31$685,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,811,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,932,455
Interest earned on other investments2020-12-31$15,742
Income. Interest from US Government securities2020-12-31$1,778,106
Income. Interest from corporate debt instruments2020-12-31$2,695,918
Value of interest in common/collective trusts at end of year2020-12-31$61,014,678
Value of interest in common/collective trusts at beginning of year2020-12-31$50,682,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,045,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,226,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,226,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$136,023
Asset value of US Government securities at end of year2020-12-31$92,199,417
Asset value of US Government securities at beginning of year2020-12-31$105,037,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,626,157
Net investment gain or loss from common/collective trusts2020-12-31$5,358,317
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$43,411,863
Employer contributions (assets) at end of year2020-12-31$2,988,288
Employer contributions (assets) at beginning of year2020-12-31$2,801,880
Income. Dividends from common stock2020-12-31$1,602,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$36,700,575
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$75,426,259
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$54,487,674
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$59,563,876
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$67,081,805
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,241,900
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$6,408,800
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$3,655
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$5,852
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$70,853,912
Aggregate carrying amount (costs) on sale of assets2020-12-31$69,141,237
Opinion of an independent qualified public accountant for this plan2020-12-31Qualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : LOCAL 580 INSURANCE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$19,681,476
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$19,681,476
Total unrealized appreciation/depreciation of assets2019-12-31$19,681,476
Total unrealized appreciation/depreciation of assets2019-12-31$19,681,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,659,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,951,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,951,991
Total income from all sources (including contributions)2019-12-31$92,364,758
Total income from all sources (including contributions)2019-12-31$92,364,758
Total loss/gain on sale of assets2019-12-31$4,215,096
Total loss/gain on sale of assets2019-12-31$4,215,096
Total of all expenses incurred2019-12-31$49,385,134
Total of all expenses incurred2019-12-31$49,385,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,473,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,473,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,338,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,338,903
Value of total assets at end of year2019-12-31$330,501,791
Value of total assets at end of year2019-12-31$330,501,791
Value of total assets at beginning of year2019-12-31$286,814,270
Value of total assets at beginning of year2019-12-31$286,814,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,911,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,911,500
Total interest from all sources2019-12-31$5,390,283
Total interest from all sources2019-12-31$5,390,283
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,001,208
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,001,208
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,275,317
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,275,317
Administrative expenses professional fees incurred2019-12-31$382,078
Administrative expenses professional fees incurred2019-12-31$382,078
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$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$1
Amount of non-exempt transactions with any party-in-interest2019-12-31$1
Contributions received from participants2019-12-31$167,340
Contributions received from participants2019-12-31$167,340
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,110,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,110,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,756,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,756,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,071,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,071,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$21,487,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$21,487,561
Other income not declared elsewhere2019-12-31$59,466
Other income not declared elsewhere2019-12-31$59,466
Administrative expenses (other) incurred2019-12-31$805,587
Administrative expenses (other) incurred2019-12-31$805,587
Liabilities. Value of operating payables at end of year2019-12-31$179,218
Liabilities. Value of operating payables at end of year2019-12-31$179,218
Liabilities. Value of operating payables at beginning of year2019-12-31$316,830
Liabilities. Value of operating payables at beginning of year2019-12-31$316,830
Total non interest bearing cash at end of year2019-12-31$7,654,492
Total non interest bearing cash at end of year2019-12-31$7,654,492
Total non interest bearing cash at beginning of year2019-12-31$8,009,602
Total non interest bearing cash at beginning of year2019-12-31$8,009,602
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$42,979,624
Value of net income/loss2019-12-31$42,979,624
Value of net assets at end of year (total assets less liabilities)2019-12-31$301,841,903
Value of net assets at end of year (total assets less liabilities)2019-12-31$301,841,903
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$258,862,279
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$258,862,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31Yes
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31Yes
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
Assets. partnership/joint venture interests at end of year2019-12-31$12,480,193
Assets. partnership/joint venture interests at end of year2019-12-31$12,480,193
Assets. partnership/joint venture interests at beginning of year2019-12-31$9,203,922
Assets. partnership/joint venture interests at beginning of year2019-12-31$9,203,922
Investment advisory and management fees2019-12-31$723,835
Investment advisory and management fees2019-12-31$723,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,932,455
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,932,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,596,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,596,501
Interest earned on other investments2019-12-31$15,991
Interest earned on other investments2019-12-31$15,991
Income. Interest from US Government securities2019-12-31$2,517,988
Income. Interest from US Government securities2019-12-31$2,517,988
Income. Interest from corporate debt instruments2019-12-31$2,377,210
Income. Interest from corporate debt instruments2019-12-31$2,377,210
Value of interest in common/collective trusts at end of year2019-12-31$50,682,971
Value of interest in common/collective trusts at end of year2019-12-31$50,682,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,226,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,226,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,206,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,206,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,206,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,206,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$479,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$479,094
Asset value of US Government securities at end of year2019-12-31$105,037,444
Asset value of US Government securities at end of year2019-12-31$105,037,444
Asset value of US Government securities at beginning of year2019-12-31$106,601,749
Asset value of US Government securities at beginning of year2019-12-31$106,601,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,044,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,044,766
Net investment gain or loss from common/collective trusts2019-12-31$633,560
Net investment gain or loss from common/collective trusts2019-12-31$633,560
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$57,171,563
Contributions received in cash from employer2019-12-31$57,171,563
Employer contributions (assets) at end of year2019-12-31$2,801,880
Employer contributions (assets) at end of year2019-12-31$2,801,880
Employer contributions (assets) at beginning of year2019-12-31$3,661,032
Employer contributions (assets) at beginning of year2019-12-31$3,661,032
Income. Dividends from common stock2019-12-31$1,725,891
Income. Dividends from common stock2019-12-31$1,725,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$47,473,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$47,473,634
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$54,487,674
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$54,487,674
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$72,335,285
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$72,335,285
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$67,081,805
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$67,081,805
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$53,434,533
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$53,434,533
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,408,800
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,408,800
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$6,147,600
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$6,147,600
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$5,852
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$5,852
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$8,255
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$8,255
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 appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
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$729,336,161
Aggregate proceeds on sale of assets2019-12-31$729,336,161
Aggregate carrying amount (costs) on sale of assets2019-12-31$725,121,065
Aggregate carrying amount (costs) on sale of assets2019-12-31$725,121,065
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Qualified
Opinion of an independent qualified public accountant for this plan2019-12-31Qualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
Accountancy firm EIN2019-12-31611436956
2018 : LOCAL 580 INSURANCE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-15,109,017
Total unrealized appreciation/depreciation of assets2018-12-31$-15,109,017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,951,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,336,113
Total income from all sources (including contributions)2018-12-31$61,276,331
Total loss/gain on sale of assets2018-12-31$6,420,413
Total of all expenses incurred2018-12-31$45,504,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$43,614,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$63,701,300
Value of total assets at end of year2018-12-31$286,814,270
Value of total assets at beginning of year2018-12-31$260,427,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,890,808
Total interest from all sources2018-12-31$5,006,580
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,284,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$797,859
Administrative expenses professional fees incurred2018-12-31$376,592
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$1
Contributions received from participants2018-12-31$169,811
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,858,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,756,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,887,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$21,487,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,476,432
Other income not declared elsewhere2018-12-31$145,206
Administrative expenses (other) incurred2018-12-31$837,326
Liabilities. Value of operating payables at end of year2018-12-31$316,830
Liabilities. Value of operating payables at beginning of year2018-12-31$457,881
Total non interest bearing cash at end of year2018-12-31$8,009,602
Total non interest bearing cash at beginning of year2018-12-31$6,353,798
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$15,771,367
Value of net assets at end of year (total assets less liabilities)2018-12-31$258,862,279
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$243,090,912
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
Assets. partnership/joint venture interests at end of year2018-12-31$9,203,922
Investment advisory and management fees2018-12-31$676,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,596,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,496,312
Interest earned on other investments2018-12-31$37,047
Income. Interest from US Government securities2018-12-31$2,289,504
Income. Interest from corporate debt instruments2018-12-31$2,502,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,206,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,144,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,144,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$177,330
Asset value of US Government securities at end of year2018-12-31$106,601,749
Asset value of US Government securities at beginning of year2018-12-31$88,145,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,172,980
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$63,531,489
Employer contributions (assets) at end of year2018-12-31$3,661,032
Employer contributions (assets) at beginning of year2018-12-31$2,908,346
Income. Dividends from common stock2018-12-31$1,486,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$43,614,156
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$72,335,285
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$66,834,745
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$53,434,533
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$68,786,679
Liabilities. Value of benefit claims payable at end of year2018-12-31$6,147,600
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$5,401,800
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$8,255
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$10,863
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 appraiser2018-12-31Yes
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$418,926,164
Aggregate carrying amount (costs) on sale of assets2018-12-31$412,505,751
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 plan2018-12-31Qualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : LOCAL 580 INSURANCE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,826,505
Total unrealized appreciation/depreciation of assets2017-12-31$5,826,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,336,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,537,874
Total income from all sources (including contributions)2017-12-31$72,651,009
Total loss/gain on sale of assets2017-12-31$3,486,445
Total of all expenses incurred2017-12-31$40,478,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$38,567,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$56,937,819
Value of total assets at end of year2017-12-31$260,427,025
Value of total assets at beginning of year2017-12-31$225,456,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,911,374
Total interest from all sources2017-12-31$5,112,719
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,318,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$15,644
Administrative expenses professional fees incurred2017-12-31$415,030
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$153,545
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,858,434
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,379,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,887,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,087,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,476,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,412,420
Other income not declared elsewhere2017-12-31$87,340
Administrative expenses (other) incurred2017-12-31$808,448
Liabilities. Value of operating payables at end of year2017-12-31$457,881
Liabilities. Value of operating payables at beginning of year2017-12-31$312,054
Total non interest bearing cash at end of year2017-12-31$6,353,798
Total non interest bearing cash at beginning of year2017-12-31$9,966,570
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$32,172,623
Value of net assets at end of year (total assets less liabilities)2017-12-31$243,090,912
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$210,918,289
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$687,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,496,312
Interest earned on other investments2017-12-31$52,823
Income. Interest from US Government securities2017-12-31$3,246,458
Income. Interest from corporate debt instruments2017-12-31$1,749,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,144,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,429,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,429,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$63,753
Asset value of US Government securities at end of year2017-12-31$88,145,740
Asset value of US Government securities at beginning of year2017-12-31$97,888,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-118,503
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$56,784,274
Employer contributions (assets) at end of year2017-12-31$2,908,346
Employer contributions (assets) at beginning of year2017-12-31$3,335,588
Income. Dividends from common stock2017-12-31$1,303,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$38,567,012
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$66,834,745
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$38,196,919
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$68,786,679
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$63,157,291
Liabilities. Value of benefit claims payable at end of year2017-12-31$5,401,800
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,813,400
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$10,863
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$13,994
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$427,388,396
Aggregate carrying amount (costs) on sale of assets2017-12-31$423,901,951
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 name2017-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2017-12-31611436956
2016 : LOCAL 580 INSURANCE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,349,360
Total unrealized appreciation/depreciation of assets2016-12-31$5,349,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,537,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,562,745
Total income from all sources (including contributions)2016-12-31$61,027,389
Total loss/gain on sale of assets2016-12-31$-812,062
Total of all expenses incurred2016-12-31$39,593,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,663,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$50,627,235
Value of total assets at end of year2016-12-31$225,456,163
Value of total assets at beginning of year2016-12-31$202,047,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,930,041
Total interest from all sources2016-12-31$4,767,761
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$926,821
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$379,574
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$101,481
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,379,577
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,143,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,087,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,343,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,412,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,741,858
Other income not declared elsewhere2016-12-31$168,274
Administrative expenses (other) incurred2016-12-31$929,854
Liabilities. Value of operating payables at end of year2016-12-31$312,054
Liabilities. Value of operating payables at beginning of year2016-12-31$441,587
Total non interest bearing cash at end of year2016-12-31$9,966,570
Total non interest bearing cash at beginning of year2016-12-31$9,371,173
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$21,433,997
Value of net assets at end of year (total assets less liabilities)2016-12-31$210,918,289
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$189,484,292
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$620,613
Interest earned on other investments2016-12-31$107,251
Income. Interest from US Government securities2016-12-31$3,213,910
Income. Interest from corporate debt instruments2016-12-31$1,426,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,429,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,234,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,234,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$20,000
Asset value of US Government securities at end of year2016-12-31$97,888,882
Asset value of US Government securities at beginning of year2016-12-31$83,784,822
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$50,525,754
Employer contributions (assets) at end of year2016-12-31$3,335,588
Employer contributions (assets) at beginning of year2016-12-31$3,505,096
Income. Dividends from common stock2016-12-31$926,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,663,351
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$38,196,919
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$42,272,353
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$63,157,291
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$53,380,157
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,813,400
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,379,300
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$13,994
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$12,156
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$163,642,942
Aggregate carrying amount (costs) on sale of assets2016-12-31$164,455,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : LOCAL 580 INSURANCE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-7,603,973
Total unrealized appreciation/depreciation of assets2015-12-31$-7,603,973
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,562,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,380,084
Total income from all sources (including contributions)2015-12-31$39,270,825
Total loss/gain on sale of assets2015-12-31$-731,007
Total of all expenses incurred2015-12-31$34,230,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,231,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$42,017,524
Value of total assets at end of year2015-12-31$202,047,037
Value of total assets at beginning of year2015-12-31$194,823,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,999,016
Total interest from all sources2015-12-31$4,486,687
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$929,679
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$395,802
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$169,825
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,143,385
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$692,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,343,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,325,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,741,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,816,392
Other income not declared elsewhere2015-12-31$171,915
Administrative expenses (other) incurred2015-12-31$1,010,931
Liabilities. Value of operating payables at end of year2015-12-31$441,587
Liabilities. Value of operating payables at beginning of year2015-12-31$470,892
Total non interest bearing cash at end of year2015-12-31$9,371,173
Total non interest bearing cash at beginning of year2015-12-31$13,213,982
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$5,040,463
Value of net assets at end of year (total assets less liabilities)2015-12-31$189,484,292
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$184,443,829
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$592,283
Interest earned on other investments2015-12-31$72,783
Income. Interest from US Government securities2015-12-31$2,972,111
Income. Interest from corporate debt instruments2015-12-31$1,434,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,234,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$25,429,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$25,429,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7,356
Asset value of US Government securities at end of year2015-12-31$83,784,822
Asset value of US Government securities at beginning of year2015-12-31$70,400,481
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$41,847,699
Employer contributions (assets) at end of year2015-12-31$3,505,096
Employer contributions (assets) at beginning of year2015-12-31$3,111,596
Income. Dividends from common stock2015-12-31$929,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,231,346
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$42,272,353
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$27,739,711
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$53,380,157
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$52,895,369
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,379,300
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,092,800
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$12,156
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$14,876
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$225,067,067
Aggregate carrying amount (costs) on sale of assets2015-12-31$225,798,074
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2015-12-31611436956
2014 : LOCAL 580 INSURANCE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-5,466,977
Total unrealized appreciation/depreciation of assets2014-12-31$-5,466,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,380,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,940,329
Total income from all sources (including contributions)2014-12-31$49,076,770
Total loss/gain on sale of assets2014-12-31$11,015,144
Total of all expenses incurred2014-12-31$33,038,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$31,136,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$38,434,552
Value of total assets at end of year2014-12-31$194,823,913
Value of total assets at beginning of year2014-12-31$176,346,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,902,219
Total interest from all sources2014-12-31$3,974,375
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$918,400
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$348,107
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$166,727
Assets. Other investments not covered elsewhere at end of year2014-12-31$692,283
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$414,077
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,325,956
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,526,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,816,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,390,507
Other income not declared elsewhere2014-12-31$201,276
Administrative expenses (other) incurred2014-12-31$1,055,576
Liabilities. Value of operating payables at end of year2014-12-31$470,892
Liabilities. Value of operating payables at beginning of year2014-12-31$263,322
Total non interest bearing cash at end of year2014-12-31$13,213,982
Total non interest bearing cash at beginning of year2014-12-31$22,227,508
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$16,037,781
Value of net assets at end of year (total assets less liabilities)2014-12-31$184,443,829
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$168,406,048
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$498,536
Interest earned on other investments2014-12-31$50,211
Income. Interest from US Government securities2014-12-31$2,738,860
Income. Interest from corporate debt instruments2014-12-31$1,182,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$25,429,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,615,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,615,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,329
Asset value of US Government securities at end of year2014-12-31$70,400,481
Asset value of US Government securities at beginning of year2014-12-31$66,820,143
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$38,267,825
Employer contributions (assets) at end of year2014-12-31$3,111,596
Employer contributions (assets) at beginning of year2014-12-31$2,339,999
Income. Dividends from common stock2014-12-31$918,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$31,136,770
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$27,739,711
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$26,283,995
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$52,895,369
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$48,113,828
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,092,800
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,286,500
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$14,876
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$4,668
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$168,348,741
Aggregate carrying amount (costs) on sale of assets2014-12-31$157,333,597
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 name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : LOCAL 580 INSURANCE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,751,417
Total unrealized appreciation/depreciation of assets2013-12-31$2,751,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,940,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,717,812
Total income from all sources (including contributions)2013-12-31$49,847,882
Total loss/gain on sale of assets2013-12-31$3,976,711
Total of all expenses incurred2013-12-31$25,872,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,166,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$38,070,235
Value of total assets at end of year2013-12-31$176,346,377
Value of total assets at beginning of year2013-12-31$154,148,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,706,210
Total interest from all sources2013-12-31$3,979,232
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$783,694
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$413,324
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$171,665
Assets. Other investments not covered elsewhere at end of year2013-12-31$414,077
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$435,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,526,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,094,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,390,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,950,240
Other income not declared elsewhere2013-12-31$286,593
Administrative expenses (other) incurred2013-12-31$847,925
Liabilities. Value of operating payables at end of year2013-12-31$263,322
Liabilities. Value of operating payables at beginning of year2013-12-31$195,272
Total non interest bearing cash at end of year2013-12-31$22,227,508
Total non interest bearing cash at beginning of year2013-12-31$10,762,231
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$23,975,127
Value of net assets at end of year (total assets less liabilities)2013-12-31$168,406,048
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$144,430,921
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$444,961
Interest earned on other investments2013-12-31$38,065
Income. Interest from US Government securities2013-12-31$2,537,340
Income. Interest from corporate debt instruments2013-12-31$1,400,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,615,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,975,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,975,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,424
Asset value of US Government securities at end of year2013-12-31$66,820,143
Asset value of US Government securities at beginning of year2013-12-31$69,197,762
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$37,898,570
Employer contributions (assets) at end of year2013-12-31$2,339,999
Employer contributions (assets) at beginning of year2013-12-31$2,946,458
Income. Dividends from common stock2013-12-31$783,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,166,545
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$26,283,995
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$28,350,905
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$48,113,828
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$34,378,214
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,286,500
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,572,300
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$4,668
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$7,447
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$97,806,454
Aggregate carrying amount (costs) on sale of assets2013-12-31$93,829,743
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 name2013-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2013-12-31611436956
2012 : LOCAL 580 INSURANCE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,579,330
Total unrealized appreciation/depreciation of assets2012-12-31$3,579,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,717,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,362,039
Total income from all sources (including contributions)2012-12-31$44,018,306
Total loss/gain on sale of assets2012-12-31$980,551
Total of all expenses incurred2012-12-31$25,556,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,031,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,761,699
Value of total assets at end of year2012-12-31$154,148,733
Value of total assets at beginning of year2012-12-31$141,330,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,524,819
Total interest from all sources2012-12-31$3,837,915
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$713,205
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$389,356
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$171,919
Assets. Other investments not covered elsewhere at end of year2012-12-31$435,060
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$26,962,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,094,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,029,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,950,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,623,644
Other income not declared elsewhere2012-12-31$145,606
Administrative expenses (other) incurred2012-12-31$758,627
Liabilities. Value of operating payables at end of year2012-12-31$195,272
Liabilities. Value of operating payables at beginning of year2012-12-31$185,595
Total non interest bearing cash at end of year2012-12-31$10,762,231
Total non interest bearing cash at beginning of year2012-12-31$9,251,360
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$18,462,193
Value of net assets at end of year (total assets less liabilities)2012-12-31$144,430,921
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$125,968,728
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$376,836
Interest earned on other investments2012-12-31$25,310
Income. Interest from US Government securities2012-12-31$2,399,561
Income. Interest from corporate debt instruments2012-12-31$1,400,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,975,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$923,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$923,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12,108
Asset value of US Government securities at end of year2012-12-31$69,197,762
Asset value of US Government securities at beginning of year2012-12-31$21,840,702
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$34,589,780
Employer contributions (assets) at end of year2012-12-31$2,946,458
Employer contributions (assets) at beginning of year2012-12-31$2,083,115
Income. Dividends from common stock2012-12-31$713,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,031,294
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$28,350,905
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$59,064,736
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$34,378,214
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$20,161,325
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,572,300
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,552,800
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$7,447
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$14,575
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$101,921,657
Aggregate carrying amount (costs) on sale of assets2012-12-31$100,941,106
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2012-12-31611436956
2011 : LOCAL 580 INSURANCE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,040,951
Total unrealized appreciation/depreciation of assets2011-12-31$-1,040,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,362,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,330,138
Total income from all sources (including contributions)2011-12-31$35,307,501
Total loss/gain on sale of assets2011-12-31$2,707,365
Total of all expenses incurred2011-12-31$24,315,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,878,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$29,057,703
Value of total assets at end of year2011-12-31$141,330,767
Value of total assets at beginning of year2011-12-31$120,307,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,436,988
Total interest from all sources2011-12-31$3,858,462
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$533,385
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$331,621
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$244,352
Assets. Other investments not covered elsewhere at end of year2011-12-31$26,962,206
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$137,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,029,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,324,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,623,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$807,307
Other income not declared elsewhere2011-12-31$191,537
Administrative expenses (other) incurred2011-12-31$763,939
Liabilities. Value of operating payables at end of year2011-12-31$185,595
Liabilities. Value of operating payables at beginning of year2011-12-31$218,831
Total non interest bearing cash at end of year2011-12-31$9,251,360
Total non interest bearing cash at beginning of year2011-12-31$405,570
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$10,991,611
Value of net assets at end of year (total assets less liabilities)2011-12-31$125,968,728
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$114,977,117
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$341,428
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$2,583,422
Income. Interest from corporate debt instruments2011-12-31$1,265,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$923,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,515,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,515,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9,227
Asset value of US Government securities at end of year2011-12-31$21,840,702
Asset value of US Government securities at beginning of year2011-12-31$62,520,295
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$28,813,351
Employer contributions (assets) at end of year2011-12-31$2,083,115
Employer contributions (assets) at beginning of year2011-12-31$1,965,164
Income. Dividends from common stock2011-12-31$533,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,878,902
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$59,064,736
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$24,666,049
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$20,161,325
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$23,748,113
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,552,800
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$4,304,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$14,575
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$24,941
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$95,291,006
Aggregate carrying amount (costs) on sale of assets2011-12-31$92,583,641
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 name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : LOCAL 580 INSURANCE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,226,772
Total unrealized appreciation/depreciation of assets2010-12-31$2,226,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,330,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,733,485
Total income from all sources (including contributions)2010-12-31$35,366,048
Total loss/gain on sale of assets2010-12-31$1,139,485
Total of all expenses incurred2010-12-31$23,520,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,167,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$27,307,435
Value of total assets at end of year2010-12-31$120,307,255
Value of total assets at beginning of year2010-12-31$108,865,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,353,428
Total interest from all sources2010-12-31$4,044,928
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$401,461
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$310,855
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$235,242
Assets. Other investments not covered elsewhere at end of year2010-12-31$137,007
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$131,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,324,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,043,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$807,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$464,599
Other income not declared elsewhere2010-12-31$245,967
Administrative expenses (other) incurred2010-12-31$726,774
Liabilities. Value of operating payables at end of year2010-12-31$218,831
Liabilities. Value of operating payables at beginning of year2010-12-31$227,986
Total non interest bearing cash at end of year2010-12-31$405,570
Total non interest bearing cash at beginning of year2010-12-31$473,934
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$11,845,226
Value of net assets at end of year (total assets less liabilities)2010-12-31$114,977,117
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$103,131,891
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$315,799
Interest earned on other investments2010-12-31$19,105
Income. Interest from US Government securities2010-12-31$2,658,905
Income. Interest from corporate debt instruments2010-12-31$1,328,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,515,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,482,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,482,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$38,007
Asset value of US Government securities at end of year2010-12-31$62,520,295
Asset value of US Government securities at beginning of year2010-12-31$59,964,100
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$27,072,193
Employer contributions (assets) at end of year2010-12-31$1,965,164
Employer contributions (assets) at beginning of year2010-12-31$2,114,186
Income. Dividends from common stock2010-12-31$401,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,167,394
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$24,666,049
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$24,603,496
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$23,748,113
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$15,016,316
Liabilities. Value of benefit claims payable at end of year2010-12-31$4,304,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$5,040,900
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$24,941
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$36,382
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$102,004,415
Aggregate carrying amount (costs) on sale of assets2010-12-31$100,864,930
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 name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956

Form 5500 Responses for LOCAL 580 INSURANCE FUND

2022: LOCAL 580 INSURANCE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL 580 INSURANCE 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 - TrustYes
2020: LOCAL 580 INSURANCE 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 - TrustYes
2019: LOCAL 580 INSURANCE 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 - TrustYes
2018: LOCAL 580 INSURANCE 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 - TrustYes
2017: LOCAL 580 INSURANCE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL 580 INSURANCE 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 - TrustYes
2015: LOCAL 580 INSURANCE 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 - TrustYes
2014: LOCAL 580 INSURANCE 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 - TrustYes
2013: LOCAL 580 INSURANCE 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 - TrustYes
2012: LOCAL 580 INSURANCE 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 - TrustYes
2011: LOCAL 580 INSURANCE 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 - TrustYes
2010: LOCAL 580 INSURANCE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 580 INSURANCE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0003B463
Policy instance 1
Insurance contract or identification number0003B463
Number of Individuals Covered2362
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $224,553
Total amount of fees paid to insurance companyUSD $2,926
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $297,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $224,553
Amount paid for insurance broker fees2926
Additional information about fees paid to insurance brokerBROKERAGE FEES
Insurance broker organization code?3
Insurance broker nameACRISURE, LLC

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