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U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 401k Plan overview

Plan NameU.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND
Plan identification number 501

U.A. LOCAL 13 & EMPLOYERS GROUP 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)

401k Sponsoring company profile

UA LOCAL 13 JOINT BOARD OF TRUSTEES EMPLOYERS GROUP INSURANCE FUND has sponsored the creation of one or more 401k plans.

Company Name:UA LOCAL 13 JOINT BOARD OF TRUSTEES EMPLOYERS GROUP INSURANCE FUND
Employer identification number (EIN):160766976
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01KEVIN COLEMAN2023-10-02 SEAN O'BRIEN2023-09-29
5012021-01-01KEVIN PERI2022-09-28 JOHN DINEEN2022-09-28
5012020-01-01WILLIAM KURTZ2021-09-29 JOHN DINEEN2021-09-29
5012019-01-01WILLIAM KURTZ2020-10-13 WILLIAM HITCHCOCK2020-10-13
5012018-01-01WILLIAM KURTZ2019-09-19 WILLIAM HITCHCOCK2019-09-19
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01WILLIAM KURTZ PHILIP M SOMERS2014-10-03
5012012-01-01BRANDON TUMIA PHILIP M SOMERS2013-09-30
5012011-01-01BRANDON TUMIA PHILIP M SOMERS2012-09-19
5012009-01-01JOHN PERTICONE PHILIP M SOMERS2010-09-15

Plan Statistics for U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND

401k plan membership statisitcs for U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND

Measure Date Value
2022: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01866
Total number of active participants reported on line 7a of the Form 55002022-01-01805
Number of retired or separated participants receiving benefits2022-01-0183
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01888
Number of employers contributing to the scheme2022-01-0143
2021: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01870
Total number of active participants reported on line 7a of the Form 55002021-01-01778
Number of retired or separated participants receiving benefits2021-01-0188
Total of all active and inactive participants2021-01-01866
Number of employers contributing to the scheme2021-01-0154
2020: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01944
Total number of active participants reported on line 7a of the Form 55002020-01-01772
Number of retired or separated participants receiving benefits2020-01-0198
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01870
Number of employers contributing to the scheme2020-01-0151
2019: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01910
Total number of active participants reported on line 7a of the Form 55002019-01-01832
Number of retired or separated participants receiving benefits2019-01-01112
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01944
Number of employers contributing to the scheme2019-01-0138
2018: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01894
Total number of active participants reported on line 7a of the Form 55002018-01-01779
Number of retired or separated participants receiving benefits2018-01-01131
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01910
Number of employers contributing to the scheme2018-01-0149
2017: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01898
Total number of active participants reported on line 7a of the Form 55002017-01-01758
Number of retired or separated participants receiving benefits2017-01-01136
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01894
Number of employers contributing to the scheme2017-01-0139
2016: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01847
Total number of active participants reported on line 7a of the Form 55002016-01-01746
Number of retired or separated participants receiving benefits2016-01-01152
Total of all active and inactive participants2016-01-01898
Number of employers contributing to the scheme2016-01-0133
2015: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,249
Total number of active participants reported on line 7a of the Form 55002015-01-01724
Number of retired or separated participants receiving benefits2015-01-01123
Total of all active and inactive participants2015-01-01847
Number of employers contributing to the scheme2015-01-0133
2014: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,004
Total number of active participants reported on line 7a of the Form 55002014-01-01735
Number of retired or separated participants receiving benefits2014-01-01514
Total of all active and inactive participants2014-01-011,249
Number of employers contributing to the scheme2014-01-0139
2013: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01993
Total number of active participants reported on line 7a of the Form 55002013-01-01711
Number of retired or separated participants receiving benefits2013-01-01293
Total of all active and inactive participants2013-01-011,004
Number of employers contributing to the scheme2013-01-0140
2012: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01974
Total number of active participants reported on line 7a of the Form 55002012-01-01701
Number of retired or separated participants receiving benefits2012-01-01292
Total of all active and inactive participants2012-01-01993
Number of employers contributing to the scheme2012-01-0140
2011: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01859
Total number of active participants reported on line 7a of the Form 55002011-01-01674
Number of retired or separated participants receiving benefits2011-01-01300
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01974
Number of employers contributing to the scheme2011-01-0140
2009: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01889
Total number of active participants reported on line 7a of the Form 55002009-01-01595
Number of retired or separated participants receiving benefits2009-01-01306
Total of all active and inactive participants2009-01-01901
Number of employers contributing to the scheme2009-01-0183

Financial Data on U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND

Measure Date Value
2022 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,234,237
Total unrealized appreciation/depreciation of assets2022-12-31$-9,234,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$733,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$883,942
Total income from all sources (including contributions)2022-12-31$4,682,917
Total loss/gain on sale of assets2022-12-31$-50,170
Total of all expenses incurred2022-12-31$13,002,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,841,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,481,963
Value of total assets at end of year2022-12-31$57,703,281
Value of total assets at beginning of year2022-12-31$66,173,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,161,011
Total interest from all sources2022-12-31$935,872
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$247,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$192,761
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000
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$32,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$212,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,080,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$30,877
Other income not declared elsewhere2022-12-31$301,506
Administrative expenses (other) incurred2022-12-31$607,747
Liabilities. Value of operating payables at end of year2022-12-31$733,088
Liabilities. Value of operating payables at beginning of year2022-12-31$853,065
Total non interest bearing cash at end of year2022-12-31$716,461
Total non interest bearing cash at beginning of year2022-12-31$1,014,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,319,097
Value of net assets at end of year (total assets less liabilities)2022-12-31$56,970,193
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$65,289,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$288,558
Interest earned on other investments2022-12-31$103,946
Income. Interest from US Government securities2022-12-31$545,444
Income. Interest from corporate debt instruments2022-12-31$217,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,996,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$767,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$767,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$68,805
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$10,741,759
Asset value of US Government securities at end of year2022-12-31$25,101,860
Asset value of US Government securities at beginning of year2022-12-31$21,596,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,449,639
Employer contributions (assets) at end of year2022-12-31$1,138,001
Employer contributions (assets) at beginning of year2022-12-31$1,172,775
Income. Dividends from common stock2022-12-31$247,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,099,244
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$7,604,499
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$12,692,023
Contract administrator fees2022-12-31$71,945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$18,916,814
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$27,830,704
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$17,330
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$18,361
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$24,981,086
Aggregate carrying amount (costs) on sale of assets2022-12-31$25,031,256
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-371,686
Total unrealized appreciation/depreciation of assets2021-12-31$-371,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$883,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,550,748
Total income from all sources (including contributions)2021-12-31$18,125,390
Total loss/gain on sale of assets2021-12-31$4,415,991
Total of all expenses incurred2021-12-31$12,042,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,999,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,774,435
Value of total assets at end of year2021-12-31$66,173,232
Value of total assets at beginning of year2021-12-31$60,757,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,042,783
Total interest from all sources2021-12-31$723,127
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$306,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$129,610
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$17,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,080,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$165,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$30,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$30,537
Other income not declared elsewhere2021-12-31$276,574
Administrative expenses (other) incurred2021-12-31$516,530
Liabilities. Value of operating payables at end of year2021-12-31$853,065
Liabilities. Value of operating payables at beginning of year2021-12-31$1,520,211
Total non interest bearing cash at end of year2021-12-31$1,014,413
Total non interest bearing cash at beginning of year2021-12-31$921,707
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$6,082,642
Value of net assets at end of year (total assets less liabilities)2021-12-31$65,289,290
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$59,206,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$308,792
Interest earned on other investments2021-12-31$92,610
Income. Interest from US Government securities2021-12-31$384,858
Income. Interest from corporate debt instruments2021-12-31$245,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$767,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,200,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,200,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$580
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$9,956,730
Asset value of US Government securities at end of year2021-12-31$21,596,668
Asset value of US Government securities at beginning of year2021-12-31$21,240,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,756,631
Employer contributions (assets) at end of year2021-12-31$1,172,775
Employer contributions (assets) at beginning of year2021-12-31$929,601
Income. Dividends from common stock2021-12-31$306,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,043,235
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$12,692,023
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$8,666,753
Contract administrator fees2021-12-31$87,851
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$27,830,704
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$26,610,677
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$18,361
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$21,439
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$25,660,282
Aggregate carrying amount (costs) on sale of assets2021-12-31$21,244,291
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,346,565
Total unrealized appreciation/depreciation of assets2020-12-31$2,346,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,550,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,792,852
Total income from all sources (including contributions)2020-12-31$19,933,503
Total loss/gain on sale of assets2020-12-31$5,185,625
Total of all expenses incurred2020-12-31$10,891,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,904,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,157,645
Value of total assets at end of year2020-12-31$60,757,396
Value of total assets at beginning of year2020-12-31$51,957,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$986,864
Total interest from all sources2020-12-31$713,589
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$280,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$136,574
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$21,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$165,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$190,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$30,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$29,431
Other income not declared elsewhere2020-12-31$249,309
Administrative expenses (other) incurred2020-12-31$519,444
Liabilities. Value of operating payables at end of year2020-12-31$1,520,211
Liabilities. Value of operating payables at beginning of year2020-12-31$1,763,421
Total non interest bearing cash at end of year2020-12-31$921,707
Total non interest bearing cash at beginning of year2020-12-31$1,246,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,041,914
Value of net assets at end of year (total assets less liabilities)2020-12-31$59,206,648
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,164,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$277,170
Interest earned on other investments2020-12-31$88,339
Income. Interest from US Government securities2020-12-31$360,006
Income. Interest from corporate debt instruments2020-12-31$257,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,200,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,986,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,986,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,142
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$8,994,435
Asset value of US Government securities at end of year2020-12-31$21,240,593
Asset value of US Government securities at beginning of year2020-12-31$21,641,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,135,695
Employer contributions (assets) at end of year2020-12-31$929,601
Employer contributions (assets) at beginning of year2020-12-31$995,825
Income. Dividends from common stock2020-12-31$280,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$910,290
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$8,666,753
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$5,853,587
Contract administrator fees2020-12-31$53,676
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$26,610,677
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$20,023,450
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$21,439
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$20,255
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$48,144,538
Aggregate carrying amount (costs) on sale of assets2020-12-31$42,958,913
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,041,937
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,041,937
Total unrealized appreciation/depreciation of assets2019-12-31$5,041,937
Total unrealized appreciation/depreciation of assets2019-12-31$5,041,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,792,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,792,852
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,299,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,299,991
Total income from all sources (including contributions)2019-12-31$20,851,837
Total income from all sources (including contributions)2019-12-31$20,851,837
Total loss/gain on sale of assets2019-12-31$1,102,277
Total loss/gain on sale of assets2019-12-31$1,102,277
Total of all expenses incurred2019-12-31$11,294,008
Total of all expenses incurred2019-12-31$11,294,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,676,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,676,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,355,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,355,827
Value of total assets at end of year2019-12-31$51,957,586
Value of total assets at end of year2019-12-31$51,957,586
Value of total assets at beginning of year2019-12-31$41,906,896
Value of total assets at beginning of year2019-12-31$41,906,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$617,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$617,123
Total interest from all sources2019-12-31$862,702
Total interest from all sources2019-12-31$862,702
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$489,094
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$489,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$114,517
Administrative expenses professional fees incurred2019-12-31$114,517
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,973
Contributions received from participants2019-12-31$6,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$190,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$190,521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$161,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$161,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,563
Administrative expenses (other) incurred2019-12-31$280,774
Administrative expenses (other) incurred2019-12-31$280,774
Liabilities. Value of operating payables at end of year2019-12-31$1,763,421
Liabilities. Value of operating payables at end of year2019-12-31$1,763,421
Liabilities. Value of operating payables at beginning of year2019-12-31$1,274,428
Liabilities. Value of operating payables at beginning of year2019-12-31$1,274,428
Total non interest bearing cash at end of year2019-12-31$1,246,246
Total non interest bearing cash at beginning of year2019-12-31$980,903
Total non interest bearing cash at beginning of year2019-12-31$980,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,557,829
Value of net income/loss2019-12-31$9,557,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,164,734
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,164,734
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,606,905
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,606,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$221,832
Investment advisory and management fees2019-12-31$221,832
Interest earned on other investments2019-12-31$83,813
Interest earned on other investments2019-12-31$83,813
Income. Interest from US Government securities2019-12-31$483,646
Income. Interest from US Government securities2019-12-31$483,646
Income. Interest from corporate debt instruments2019-12-31$253,903
Income. Interest from corporate debt instruments2019-12-31$253,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,986,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$943,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$943,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$943,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$943,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$41,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$41,340
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$9,622,924
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$9,622,924
Asset value of US Government securities at end of year2019-12-31$21,641,077
Asset value of US Government securities at end of year2019-12-31$21,641,077
Asset value of US Government securities at beginning of year2019-12-31$19,027,370
Asset value of US Government securities at beginning of year2019-12-31$19,027,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$13,348,854
Contributions received in cash from employer2019-12-31$13,348,854
Employer contributions (assets) at end of year2019-12-31$995,825
Employer contributions (assets) at beginning of year2019-12-31$1,252,716
Employer contributions (assets) at beginning of year2019-12-31$1,252,716
Income. Dividends from common stock2019-12-31$489,094
Income. Dividends from common stock2019-12-31$489,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,053,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,053,961
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$5,853,587
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$5,853,587
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$5,752,981
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$5,752,981
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$20,023,450
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$20,023,450
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$13,762,633
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$13,762,633
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$20,255
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$20,255
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$24,725
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$24,725
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$29,083,738
Aggregate proceeds on sale of assets2019-12-31$29,083,738
Aggregate carrying amount (costs) on sale of assets2019-12-31$27,981,461
Aggregate carrying amount (costs) on sale of assets2019-12-31$27,981,461
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,887,300
Total unrealized appreciation/depreciation of assets2018-12-31$-1,887,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,299,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$924,879
Total income from all sources (including contributions)2018-12-31$12,315,119
Total loss/gain on sale of assets2018-12-31$701,728
Total of all expenses incurred2018-12-31$10,917,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,362,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,577,765
Value of total assets at end of year2018-12-31$41,906,896
Value of total assets at beginning of year2018-12-31$40,134,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$554,570
Total interest from all sources2018-12-31$766,613
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$156,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$56,164
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,115
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$161,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$128,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$25,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$22,712
Administrative expenses (other) incurred2018-12-31$295,199
Liabilities. Value of operating payables at end of year2018-12-31$1,274,428
Liabilities. Value of operating payables at beginning of year2018-12-31$902,167
Total non interest bearing cash at end of year2018-12-31$980,903
Total non interest bearing cash at beginning of year2018-12-31$852,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,397,772
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,606,905
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,209,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$203,207
Interest earned on other investments2018-12-31$58,889
Income. Interest from US Government securities2018-12-31$406,659
Income. Interest from corporate debt instruments2018-12-31$277,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$943,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,498,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,498,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$24,014
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$9,347,282
Asset value of US Government securities at end of year2018-12-31$19,027,370
Asset value of US Government securities at beginning of year2018-12-31$14,945,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,575,650
Employer contributions (assets) at end of year2018-12-31$1,252,716
Employer contributions (assets) at beginning of year2018-12-31$1,114,059
Income. Dividends from common stock2018-12-31$156,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,015,495
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$5,752,981
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$7,372,020
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$13,762,633
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$14,194,056
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$24,725
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$28,905
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$34,192,544
Aggregate carrying amount (costs) on sale of assets2018-12-31$33,490,816
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,917,233
Total unrealized appreciation/depreciation of assets2017-12-31$1,917,233
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$924,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$753,126
Total income from all sources (including contributions)2017-12-31$15,306,667
Total loss/gain on sale of assets2017-12-31$1,334,808
Total of all expenses incurred2017-12-31$10,299,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,744,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,289,751
Value of total assets at end of year2017-12-31$40,134,012
Value of total assets at beginning of year2017-12-31$34,955,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$555,628
Total interest from all sources2017-12-31$590,830
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$174,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$89,001
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$128,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$107,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$22,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$19,679
Administrative expenses (other) incurred2017-12-31$284,914
Liabilities. Value of operating payables at end of year2017-12-31$902,167
Liabilities. Value of operating payables at beginning of year2017-12-31$733,447
Total non interest bearing cash at end of year2017-12-31$852,703
Total non interest bearing cash at beginning of year2017-12-31$147,615
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$5,006,851
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,209,133
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,202,282
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$181,713
Interest earned on other investments2017-12-31$47,357
Income. Interest from US Government securities2017-12-31$308,386
Income. Interest from corporate debt instruments2017-12-31$222,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,498,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,552,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,552,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,685
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$8,796,432
Asset value of US Government securities at end of year2017-12-31$14,945,423
Asset value of US Government securities at beginning of year2017-12-31$11,800,127
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$11,280,625
Employer contributions (assets) at end of year2017-12-31$1,114,059
Employer contributions (assets) at beginning of year2017-12-31$892,431
Income. Dividends from common stock2017-12-31$174,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$947,756
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$7,372,020
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$6,897,059
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$14,194,056
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$13,537,051
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$28,905
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$21,494
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$21,929,132
Aggregate carrying amount (costs) on sale of assets2017-12-31$20,594,324
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 name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$644,110
Total unrealized appreciation/depreciation of assets2016-12-31$644,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$753,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$696,757
Total income from all sources (including contributions)2016-12-31$11,909,509
Total loss/gain on sale of assets2016-12-31$-111,911
Total of all expenses incurred2016-12-31$9,360,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,839,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,738,329
Value of total assets at end of year2016-12-31$34,955,408
Value of total assets at beginning of year2016-12-31$32,349,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$520,598
Total interest from all sources2016-12-31$475,731
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$163,250
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$93,583
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$8,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$107,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$143,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$19,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,783
Administrative expenses (other) incurred2016-12-31$262,213
Liabilities. Value of operating payables at end of year2016-12-31$733,447
Liabilities. Value of operating payables at beginning of year2016-12-31$679,974
Total non interest bearing cash at end of year2016-12-31$147,615
Total non interest bearing cash at beginning of year2016-12-31$59,539
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$2,549,461
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,202,282
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,652,821
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$164,802
Interest earned on other investments2016-12-31$25,146
Income. Interest from US Government securities2016-12-31$219,005
Income. Interest from corporate debt instruments2016-12-31$228,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,552,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$922,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$922,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,504
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$7,981,729
Asset value of US Government securities at end of year2016-12-31$11,800,127
Asset value of US Government securities at beginning of year2016-12-31$11,077,610
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$10,729,670
Employer contributions (assets) at end of year2016-12-31$892,431
Employer contributions (assets) at beginning of year2016-12-31$835,999
Income. Dividends from common stock2016-12-31$163,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$857,721
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$6,897,059
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$8,156,032
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$13,537,051
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$11,127,132
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$21,494
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$27,620
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$13,690,972
Aggregate carrying amount (costs) on sale of assets2016-12-31$13,802,883
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-439,014
Total unrealized appreciation/depreciation of assets2015-12-31$-439,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$696,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$770,451
Total income from all sources (including contributions)2015-12-31$9,024,039
Total loss/gain on sale of assets2015-12-31$-693,295
Total of all expenses incurred2015-12-31$8,663,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,141,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,482,024
Value of total assets at end of year2015-12-31$32,349,578
Value of total assets at beginning of year2015-12-31$32,062,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$521,834
Total interest from all sources2015-12-31$528,686
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$145,638
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$121,883
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$33,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$143,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$175,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15,059
Administrative expenses (other) incurred2015-12-31$244,584
Liabilities. Value of operating payables at end of year2015-12-31$679,974
Liabilities. Value of operating payables at beginning of year2015-12-31$755,392
Total non interest bearing cash at end of year2015-12-31$59,539
Total non interest bearing cash at beginning of year2015-12-31$186,586
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$360,291
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,652,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,292,530
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$155,367
Interest earned on other investments2015-12-31$31,991
Income. Interest from US Government securities2015-12-31$343,219
Income. Interest from corporate debt instruments2015-12-31$152,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$922,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,514,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,514,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$480
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$7,350,716
Asset value of US Government securities at end of year2015-12-31$11,077,610
Asset value of US Government securities at beginning of year2015-12-31$8,288,515
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$9,448,871
Employer contributions (assets) at end of year2015-12-31$835,999
Employer contributions (assets) at beginning of year2015-12-31$764,514
Income. Dividends from common stock2015-12-31$145,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$791,198
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$8,156,032
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$9,276,732
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$11,127,132
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$11,820,648
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$27,620
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$36,353
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$15,967,691
Aggregate carrying amount (costs) on sale of assets2015-12-31$16,660,986
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 name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$215,908
Total unrealized appreciation/depreciation of assets2014-12-31$215,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$770,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$716,395
Total income from all sources (including contributions)2014-12-31$11,337,564
Total loss/gain on sale of assets2014-12-31$729,373
Total of all expenses incurred2014-12-31$8,263,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,707,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,736,773
Value of total assets at end of year2014-12-31$32,062,981
Value of total assets at beginning of year2014-12-31$28,935,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$555,847
Total interest from all sources2014-12-31$487,375
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$168,135
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$152,960
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$66,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$175,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$162,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,416
Administrative expenses (other) incurred2014-12-31$253,286
Liabilities. Value of operating payables at end of year2014-12-31$755,392
Liabilities. Value of operating payables at beginning of year2014-12-31$704,979
Total non interest bearing cash at end of year2014-12-31$186,586
Total non interest bearing cash at beginning of year2014-12-31$145,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,073,817
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,292,530
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,218,713
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$149,601
Income. Interest from US Government securities2014-12-31$340,830
Income. Interest from corporate debt instruments2014-12-31$145,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,514,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,197,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,197,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$614
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$6,953,933
Asset value of US Government securities at end of year2014-12-31$8,288,515
Asset value of US Government securities at beginning of year2014-12-31$7,763,901
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$9,670,271
Employer contributions (assets) at end of year2014-12-31$764,514
Employer contributions (assets) at beginning of year2014-12-31$722,357
Income. Dividends from common stock2014-12-31$168,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$753,967
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$9,276,732
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$8,033,502
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$11,820,648
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$10,862,762
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$36,353
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$47,208
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$12,405,499
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,676,126
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 name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,876,781
Total unrealized appreciation/depreciation of assets2013-12-31$1,876,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$716,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$948,056
Total income from all sources (including contributions)2013-12-31$11,443,569
Total loss/gain on sale of assets2013-12-31$168,698
Total of all expenses incurred2013-12-31$8,461,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,026,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,807,480
Value of total assets at end of year2013-12-31$28,935,108
Value of total assets at beginning of year2013-12-31$26,185,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$435,698
Total interest from all sources2013-12-31$487,250
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$103,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$110,368
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$46,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$162,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$136,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,200
Administrative expenses (other) incurred2013-12-31$198,399
Liabilities. Value of operating payables at end of year2013-12-31$704,979
Liabilities. Value of operating payables at beginning of year2013-12-31$938,856
Total non interest bearing cash at end of year2013-12-31$145,236
Total non interest bearing cash at beginning of year2013-12-31$1,536,122
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$2,981,589
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,218,713
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,237,124
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$126,931
Income. Interest from US Government securities2013-12-31$275,542
Income. Interest from corporate debt instruments2013-12-31$211,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,197,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,528,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,528,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$296
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$7,474,252
Asset value of US Government securities at end of year2013-12-31$7,763,901
Asset value of US Government securities at beginning of year2013-12-31$14,290,393
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$8,761,361
Employer contributions (assets) at end of year2013-12-31$722,357
Employer contributions (assets) at beginning of year2013-12-31$626,139
Income. Dividends from common stock2013-12-31$103,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$552,030
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$8,033,502
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$912,179
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$10,862,762
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$7,128,975
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$47,208
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$26,825
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$15,339,926
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,171,228
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 name2013-12-31BONADIO & CO.,LLP
Accountancy firm EIN2013-12-31161131146
2012 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$552,530
Total unrealized appreciation/depreciation of assets2012-12-31$552,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$948,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$239,538
Total income from all sources (including contributions)2012-12-31$9,901,203
Total loss/gain on sale of assets2012-12-31$302,975
Total of all expenses incurred2012-12-31$7,580,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,045,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,735,332
Value of total assets at end of year2012-12-31$26,185,180
Value of total assets at beginning of year2012-12-31$23,155,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$534,519
Total interest from all sources2012-12-31$231,731
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$78,635
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$118,433
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$37,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$136,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$93,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,877
Administrative expenses (other) incurred2012-12-31$316,022
Liabilities. Value of operating payables at end of year2012-12-31$938,856
Liabilities. Value of operating payables at beginning of year2012-12-31$232,661
Total non interest bearing cash at end of year2012-12-31$1,536,122
Total non interest bearing cash at beginning of year2012-12-31$358,503
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$2,320,698
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,237,124
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,916,426
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$100,064
Income. Interest from US Government securities2012-12-31$165,468
Income. Interest from corporate debt instruments2012-12-31$66,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,528,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,684,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,684,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$119
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,543,586
Asset value of US Government securities at end of year2012-12-31$14,290,393
Asset value of US Government securities at beginning of year2012-12-31$4,186,625
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$8,697,654
Employer contributions (assets) at end of year2012-12-31$626,139
Employer contributions (assets) at beginning of year2012-12-31$708,682
Income. Dividends from common stock2012-12-31$78,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$502,400
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$912,179
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$3,730,309
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$7,128,975
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,310,014
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$26,825
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$84,153
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$8,934,143
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,631,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-175,102
Total unrealized appreciation/depreciation of assets2011-12-31$-175,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$239,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$143,418
Total income from all sources (including contributions)2011-12-31$8,881,172
Total loss/gain on sale of assets2011-12-31$38,793
Total of all expenses incurred2011-12-31$7,317,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,814,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,712,686
Value of total assets at end of year2011-12-31$23,155,964
Value of total assets at beginning of year2011-12-31$21,496,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$503,168
Total interest from all sources2011-12-31$211,255
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$90,448
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$181,047
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$57,203
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$30,132
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$93,078
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$972,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,400
Other income not declared elsewhere2011-12-31$3,092
Administrative expenses (other) incurred2011-12-31$246,060
Liabilities. Value of operating payables at end of year2011-12-31$232,661
Liabilities. Value of operating payables at beginning of year2011-12-31$132,018
Total non interest bearing cash at end of year2011-12-31$358,503
Total non interest bearing cash at beginning of year2011-12-31$311,684
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$1,563,209
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,916,426
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,353,217
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$76,061
Income. Interest from US Government securities2011-12-31$89,190
Income. Interest from corporate debt instruments2011-12-31$122,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,684,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,145,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,145,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$6,341,956
Asset value of US Government securities at end of year2011-12-31$4,186,625
Asset value of US Government securities at beginning of year2011-12-31$3,244,916
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$8,655,483
Employer contributions (assets) at end of year2011-12-31$708,682
Employer contributions (assets) at beginning of year2011-12-31$847,218
Income. Dividends from common stock2011-12-31$90,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$442,707
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$3,730,309
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$4,829,053
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$6,310,014
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,092,244
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$84,153
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$52,586
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$12,244,100
Aggregate carrying amount (costs) on sale of assets2011-12-31$12,205,307
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 name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$786,044
Total unrealized appreciation/depreciation of assets2010-12-31$786,044
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$143,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$169,536
Total income from all sources (including contributions)2010-12-31$9,774,693
Total loss/gain on sale of assets2010-12-31$256,204
Total of all expenses incurred2010-12-31$7,190,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,779,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,431,328
Value of total assets at end of year2010-12-31$21,496,635
Value of total assets at beginning of year2010-12-31$18,938,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$411,629
Total interest from all sources2010-12-31$221,555
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$79,562
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$131,863
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$223,088
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$17,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$972,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$267,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$11,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$49,935
Administrative expenses (other) incurred2010-12-31$207,083
Liabilities. Value of operating payables at end of year2010-12-31$132,018
Liabilities. Value of operating payables at beginning of year2010-12-31$119,601
Total non interest bearing cash at end of year2010-12-31$311,684
Total non interest bearing cash at beginning of year2010-12-31$259,276
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$2,583,837
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,353,217
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,769,380
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$72,683
Income. Interest from US Government securities2010-12-31$100,269
Income. Interest from corporate debt instruments2010-12-31$119,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,145,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,317,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,317,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,383
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$6,313,272
Asset value of US Government securities at end of year2010-12-31$3,244,916
Asset value of US Government securities at beginning of year2010-12-31$2,676,450
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$8,208,240
Employer contributions (assets) at end of year2010-12-31$847,218
Employer contributions (assets) at beginning of year2010-12-31$1,370,540
Income. Dividends from common stock2010-12-31$79,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$448,091
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$4,829,053
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$4,590,549
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$6,092,244
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,288,680
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$52,586
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$168,722
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$6,897,049
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,640,845
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 name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146

Form 5500 Responses for U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND

2022: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: U.A. LOCAL 13 & EMPLOYERS GROUP 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number89831
Policy instance 1
Insurance contract or identification number89831
Number of Individuals Covered661
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $16,707
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,707
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00510978
Policy instance 5
Insurance contract or identification number00510978
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $519
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $519
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00062732
Policy instance 4
Insurance contract or identification number00062732
Number of Individuals Covered622
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $152,620
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $152,620
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00501621
Policy instance 3
Insurance contract or identification number00501621
Number of Individuals Covered83
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $12,345
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $351,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,345
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675428G
Policy instance 2
Insurance contract or identification number675428G
Number of Individuals Covered884
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,258
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $158,688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,258
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0233107
Policy instance 6
Insurance contract or identification number0233107
Number of Individuals Covered1180
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $13,040
Total amount of fees paid to insurance companyUSD $1,274
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,040
Amount paid for insurance broker fees1274
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675428G
Policy instance 2
Insurance contract or identification number675428G
Number of Individuals Covered868
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,490
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $171,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,490
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number89831
Policy instance 1
Insurance contract or identification number89831
Number of Individuals Covered648
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $15,529
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,529
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00501621
Policy instance 3
Insurance contract or identification number00501621
Number of Individuals Covered88
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,100
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $357,694
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,100
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00062732
Policy instance 4
Insurance contract or identification number00062732
Number of Individuals Covered608
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $148,960
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148,960
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00510978
Policy instance 5
Insurance contract or identification number00510978
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $481
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,505
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $481
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0233107
Policy instance 6
Insurance contract or identification number0233107
Number of Individuals Covered1162
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $10,081
Total amount of fees paid to insurance companyUSD $896
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,081
Amount paid for insurance broker fees896
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0233108
Policy instance 7
Insurance contract or identification number0233108
Number of Individuals Covered1162
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $7,561
Total amount of fees paid to insurance companyUSD $685
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,991
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,561
Amount paid for insurance broker fees685
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0233109
Policy instance 8
Insurance contract or identification number0233109
Number of Individuals Covered1162
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $10,784
Total amount of fees paid to insurance companyUSD $955
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $122,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,784
Amount paid for insurance broker fees955
Insurance broker organization code?4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0231738
Policy instance 9
Insurance contract or identification number0231738
Number of Individuals Covered778
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $3,940
Total amount of fees paid to insurance companyUSD $546
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,940
Amount paid for insurance broker fees546
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number89831
Policy instance 1
Insurance contract or identification number89831
Number of Individuals Covered651
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $15,683
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,683
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675428G
Policy instance 2
Insurance contract or identification number675428G
Number of Individuals Covered885
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,977
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $145,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,977
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00501621
Policy instance 3
Insurance contract or identification number00501621
Number of Individuals Covered94
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,753
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $405,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,753
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00062732
Policy instance 4
Insurance contract or identification number00062732
Number of Individuals Covered616
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $150,275
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $150,275
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675428G
Policy instance 2
Insurance contract or identification number675428G
Number of Individuals Covered912
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,854
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $147,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,854
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00062732
Policy instance 4
Insurance contract or identification number00062732
Number of Individuals Covered629
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $154,419
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $154,419
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number89831
Policy instance 1
Insurance contract or identification number89831
Number of Individuals Covered668
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $14,749
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,749
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00501621
Policy instance 3
Insurance contract or identification number00501621
Number of Individuals Covered111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $330
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $435,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $330
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00501621
Policy instance 3
Insurance contract or identification number00501621
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $556,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675428G
Policy instance 2
Insurance contract or identification number675428G
Number of Individuals Covered850
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,852
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $124,598
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,852
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number5344
Policy instance 1
Insurance contract or identification number5344
Number of Individuals Covered648
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $152,135
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $152,135
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00510978
Policy instance 4
Insurance contract or identification number00510978
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00501621
Policy instance 3
Insurance contract or identification number00501621
Number of Individuals Covered135
Insurance policy start date2016-05-01
Insurance policy end date2017-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $572,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675428G
Policy instance 2
Insurance contract or identification number675428G
Number of Individuals Covered833
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,172
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $131,920
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,172
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number5344
Policy instance 1
Insurance contract or identification number5344
Number of Individuals Covered631
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $15,385
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,385
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number5344
Policy instance 1
Insurance contract or identification number5344
Number of Individuals Covered1831
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $17,438
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,438
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675428G
Policy instance 2
Insurance contract or identification number675428G
Number of Individuals Covered802
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,193
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $101,567
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,193
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00501621
Policy instance 3
Insurance contract or identification number00501621
Number of Individuals Covered175
Insurance policy start date2014-05-01
Insurance policy end date2015-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $574,732
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00062732
Policy instance 1
Insurance contract or identification number00062732
Number of Individuals Covered594
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $133,134
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $133,134
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number1554
Policy instance 2
Insurance contract or identification number1554
Number of Individuals Covered640
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,231
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,231
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number675428G
Policy instance 3
Insurance contract or identification number675428G
Number of Individuals Covered802
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,913
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $97,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,913
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00501621
Policy instance 4
Insurance contract or identification number00501621
Number of Individuals Covered199
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $436,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number675428G
Policy instance 3
Insurance contract or identification number675428G
Number of Individuals Covered759
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,361
Total amount of fees paid to insurance companyUSD $2,243
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $95,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,361
Insurance broker organization code?3
Amount paid for insurance broker fees2243
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number1554
Policy instance 2
Insurance contract or identification number1554
Number of Individuals Covered608
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,127
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,127
Insurance broker organization code?3
Insurance broker namePROVIDIUM CONSULTING GROUP, LLC
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00062732
Policy instance 1
Insurance contract or identification number00062732
Number of Individuals Covered655
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $112,797
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $112,797
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00501621
Policy instance 4
Insurance contract or identification number00501621
Number of Individuals Covered180
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $351,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUECROSS BLUESHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number5344
Policy instance 4
Insurance contract or identification number5344
Number of Individuals Covered217
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $454,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number1554
Policy instance 2
Insurance contract or identification number1554
Number of Individuals Covered621
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,188
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,188
Insurance broker organization code?3
Insurance broker namePROVIDIUM CONSULTING GROUP, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number675428G
Policy instance 3
Insurance contract or identification number675428G
Number of Individuals Covered736
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,645
Total amount of fees paid to insurance companyUSD $3,760
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $100,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,645
Amount paid for insurance broker fees1880
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00062732
Policy instance 1
Insurance contract or identification number00062732
Number of Individuals Covered690
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $109,345
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $109,345
Insurance broker organization code?3
Insurance broker namePROVIDIUM CONSULTING GROUP, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number675428G
Policy instance 3
Insurance contract or identification number675428G
Number of Individuals Covered709
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,042
Total amount of fees paid to insurance companyUSD $1,433
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $78,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number1554
Policy instance 2
Insurance contract or identification number1554
Number of Individuals Covered607
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number3375
Policy instance 1
Insurance contract or identification number3375
Number of Individuals Covered890
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $85,527
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $435,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number3375
Policy instance 1
Insurance contract or identification number3375
Number of Individuals Covered2010
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $149,640
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number1554
Policy instance 2
Insurance contract or identification number1554
Number of Individuals Covered894
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number675428G
Policy instance 3
Insurance contract or identification number675428G
Number of Individuals Covered663
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,820
Total amount of fees paid to insurance companyUSD $1,142
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $84,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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