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IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 401k Plan overview

Plan NameIRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN
Plan identification number 501

IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TTEES OF THE LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TTEES OF THE LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN
Employer identification number (EIN):161500669
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01
5012020-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01GARY E. ROBB SAM CONLEY2018-04-16
5012015-07-01GARY E. ROBB
5012014-07-01GARY E. ROBB
5012013-07-01GARY E. ROBB SAM CONLEY2015-04-15
5012012-07-01GARY E. ROBB SAM CONLEY2014-04-14
5012011-07-01GARY E. ROBB SAM CONLEY2013-04-10
5012010-07-01GARY E. ROBB SAM CONLEY2012-04-12
5012009-07-01GARY E. ROBB SAM CONLEY2011-04-14

Plan Statistics for IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN

401k plan membership statisitcs for IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN

Measure Date Value
2021: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01566
Total number of active participants reported on line 7a of the Form 55002021-07-01248
Number of retired or separated participants receiving benefits2021-07-01312
Total of all active and inactive participants2021-07-01560
Number of employers contributing to the scheme2021-07-0157
2020: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01573
Total number of active participants reported on line 7a of the Form 55002020-07-01386
Number of retired or separated participants receiving benefits2020-07-01180
Total of all active and inactive participants2020-07-01566
Number of employers contributing to the scheme2020-07-0153
2019: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01353
Total number of active participants reported on line 7a of the Form 55002019-07-01393
Number of retired or separated participants receiving benefits2019-07-01180
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01573
Number of employers contributing to the scheme2019-07-0161
2018: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01385
Total number of active participants reported on line 7a of the Form 55002018-07-01234
Number of retired or separated participants receiving benefits2018-07-01119
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Number of employers contributing to the scheme2018-07-0161
2017: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01352
Total number of active participants reported on line 7a of the Form 55002017-07-01251
Number of retired or separated participants receiving benefits2017-07-01134
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Number of employers contributing to the scheme2017-07-0154
2016: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01404
Total number of active participants reported on line 7a of the Form 55002016-07-01218
Number of retired or separated participants receiving benefits2016-07-01134
Total of all active and inactive participants2016-07-01352
Number of employers contributing to the scheme2016-07-0164
2015: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01321
Total number of active participants reported on line 7a of the Form 55002015-07-01219
Number of retired or separated participants receiving benefits2015-07-01185
Total of all active and inactive participants2015-07-01404
Number of employers contributing to the scheme2015-07-0164
2014: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01341
Total number of active participants reported on line 7a of the Form 55002014-07-01269
Number of retired or separated participants receiving benefits2014-07-0152
Total of all active and inactive participants2014-07-01321
2013: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01307
Total number of active participants reported on line 7a of the Form 55002013-07-01294
Number of retired or separated participants receiving benefits2013-07-0129
Number of other retired or separated participants entitled to future benefits2013-07-0118
Total of all active and inactive participants2013-07-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
2012: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01319
Total number of active participants reported on line 7a of the Form 55002012-07-01265
Number of retired or separated participants receiving benefits2012-07-0126
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-01307
Number of employers contributing to the scheme2012-07-0165
2011: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01309
Total number of active participants reported on line 7a of the Form 55002011-07-01242
Number of retired or separated participants receiving benefits2011-07-0163
Number of other retired or separated participants entitled to future benefits2011-07-0113
Total of all active and inactive participants2011-07-01318
Number of employers contributing to the scheme2011-07-0160
2010: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01309
Total number of active participants reported on line 7a of the Form 55002010-07-01244
Number of retired or separated participants receiving benefits2010-07-0153
Number of other retired or separated participants entitled to future benefits2010-07-0112
Total of all active and inactive participants2010-07-01309
Number of employers contributing to the scheme2010-07-0154
2009: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01427
Total number of active participants reported on line 7a of the Form 55002009-07-01232
Number of retired or separated participants receiving benefits2009-07-0121
Number of other retired or separated participants entitled to future benefits2009-07-0113
Total of all active and inactive participants2009-07-01266
Number of employers contributing to the scheme2009-07-0153

Financial Data on IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN

Measure Date Value
2022 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-50,892
Total unrealized appreciation/depreciation of assets2022-06-30$-50,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$263,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$194,523
Total income from all sources (including contributions)2022-06-30$1,415,731
Total loss/gain on sale of assets2022-06-30$-2,367
Total of all expenses incurred2022-06-30$2,635,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,356,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,531,916
Value of total assets at end of year2022-06-30$13,198,203
Value of total assets at beginning of year2022-06-30$14,348,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$278,399
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$237,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$215,728
Administrative expenses professional fees incurred2022-06-30$56,184
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$71,518
Assets. Other investments not covered elsewhere at end of year2022-06-30$17,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$167,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$55,454
Other income not declared elsewhere2022-06-30$61,869
Administrative expenses (other) incurred2022-06-30$21,786
Liabilities. Value of operating payables at end of year2022-06-30$7,058
Liabilities. Value of operating payables at beginning of year2022-06-30$33,199
Total non interest bearing cash at end of year2022-06-30$1,768,003
Total non interest bearing cash at beginning of year2022-06-30$1,602,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,219,466
Value of net assets at end of year (total assets less liabilities)2022-06-30$12,934,625
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$14,154,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$75,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,367,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$10,628,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$986,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$939,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$939,957
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$228,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,362,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,460,398
Employer contributions (assets) at end of year2022-06-30$263,856
Employer contributions (assets) at beginning of year2022-06-30$343,378
Income. Dividends from common stock2022-06-30$21,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,128,333
Contract administrator fees2022-06-30$124,891
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$795,031
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$833,923
Liabilities. Value of benefit claims payable at end of year2022-06-30$89,112
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$105,870
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$19,919
Aggregate carrying amount (costs) on sale of assets2022-06-30$22,286
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2022-06-30010723685
2021 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$238,395
Total unrealized appreciation/depreciation of assets2021-06-30$238,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$194,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$266,958
Total income from all sources (including contributions)2021-06-30$5,845,183
Total loss/gain on sale of assets2021-06-30$1,106
Total of all expenses incurred2021-06-30$2,567,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,292,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,409,732
Value of total assets at end of year2021-06-30$14,348,614
Value of total assets at beginning of year2021-06-30$11,143,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$275,229
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$180,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$159,692
Administrative expenses professional fees incurred2021-06-30$55,898
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$275,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$60,648
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$17,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$83,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$55,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$5,915
Other income not declared elsewhere2021-06-30$227,578
Administrative expenses (other) incurred2021-06-30$24,462
Liabilities. Value of operating payables at end of year2021-06-30$33,199
Liabilities. Value of operating payables at beginning of year2021-06-30$95,215
Total non interest bearing cash at end of year2021-06-30$1,602,481
Total non interest bearing cash at beginning of year2021-06-30$1,307,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$3,277,654
Value of net assets at end of year (total assets less liabilities)2021-06-30$14,154,091
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,876,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$64,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$10,628,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,483,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$939,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,258,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,258,936
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$218,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,788,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$3,349,084
Employer contributions (assets) at end of year2021-06-30$343,378
Employer contributions (assets) at beginning of year2021-06-30$376,243
Income. Dividends from common stock2021-06-30$20,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,073,965
Contract administrator fees2021-06-30$130,808
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$833,923
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$616,562
Liabilities. Value of benefit claims payable at end of year2021-06-30$105,870
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$165,828
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$1,106
Aggregate carrying amount (costs) on sale of assets2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2021-06-30010723685
2020 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$30,565
Total unrealized appreciation/depreciation of assets2020-06-30$30,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$266,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$486,116
Total income from all sources (including contributions)2020-06-30$3,553,546
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,569,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,287,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,157,288
Value of total assets at end of year2020-06-30$11,143,395
Value of total assets at beginning of year2020-06-30$10,378,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$282,670
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$301,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$278,840
Administrative expenses professional fees incurred2020-06-30$61,619
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$275,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$43,624
Assets. Other investments not covered elsewhere at end of year2020-06-30$17,180
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$17,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$83,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$29,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$5,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$5,915
Other income not declared elsewhere2020-06-30$256,235
Administrative expenses (other) incurred2020-06-30$25,095
Liabilities. Value of operating payables at end of year2020-06-30$95,215
Liabilities. Value of operating payables at beginning of year2020-06-30$22,306
Total non interest bearing cash at end of year2020-06-30$1,307,827
Total non interest bearing cash at beginning of year2020-06-30$819,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$983,835
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,876,437
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,892,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$55,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,483,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,576,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,258,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$834,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$834,079
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$215,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-192,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,113,664
Employer contributions (assets) at end of year2020-06-30$376,243
Employer contributions (assets) at beginning of year2020-06-30$234,686
Income. Dividends from common stock2020-06-30$22,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,071,379
Contract administrator fees2020-06-30$140,360
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$616,562
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$867,443
Liabilities. Value of benefit claims payable at end of year2020-06-30$165,828
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$457,895
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2020-06-30010723685
2019 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$62,920
Total unrealized appreciation/depreciation of assets2019-06-30$62,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$486,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$68,284
Total income from all sources (including contributions)2019-06-30$3,590,679
Total loss/gain on sale of assets2019-06-30$160,818
Total of all expenses incurred2019-06-30$2,842,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,548,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,721,880
Value of total assets at end of year2019-06-30$10,378,718
Value of total assets at beginning of year2019-06-30$9,212,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$294,541
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$370,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$347,629
Administrative expenses professional fees incurred2019-06-30$67,056
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$46,061
Assets. Other investments not covered elsewhere at end of year2019-06-30$17,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$29,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$5,915
Other income not declared elsewhere2019-06-30$252,205
Administrative expenses (other) incurred2019-06-30$21,482
Liabilities. Value of operating payables at end of year2019-06-30$22,306
Total non interest bearing cash at end of year2019-06-30$819,089
Total non interest bearing cash at beginning of year2019-06-30$199,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$747,896
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,892,602
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,144,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$52,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,576,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,817,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$834,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$51,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$51,663
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$189,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$22,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,675,819
Employer contributions (assets) at end of year2019-06-30$234,686
Employer contributions (assets) at beginning of year2019-06-30$299,124
Income. Dividends from common stock2019-06-30$22,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,358,933
Contract administrator fees2019-06-30$153,110
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$867,443
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$845,621
Liabilities. Value of benefit claims payable at end of year2019-06-30$457,895
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$68,284
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$832,536
Aggregate carrying amount (costs) on sale of assets2019-06-30$671,718
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2019-06-30010723685
2018 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-8,728
Total unrealized appreciation/depreciation of assets2018-06-30$-8,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$68,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$55,764
Total income from all sources (including contributions)2018-06-30$3,451,751
Total loss/gain on sale of assets2018-06-30$6,561
Total of all expenses incurred2018-06-30$2,739,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,483,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,709,750
Value of total assets at end of year2018-06-30$9,212,990
Value of total assets at beginning of year2018-06-30$8,488,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$256,448
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$294,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$272,928
Administrative expenses professional fees incurred2018-06-30$69,006
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$275,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$29,675
Other income not declared elsewhere2018-06-30$101,171
Administrative expenses (other) incurred2018-06-30$19,925
Liabilities. Value of operating payables at beginning of year2018-06-30$2,050
Total non interest bearing cash at end of year2018-06-30$199,285
Total non interest bearing cash at beginning of year2018-06-30$57,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$711,865
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,144,706
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,432,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$51,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,817,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,260,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$51,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$59,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$59,645
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$194,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$348,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,680,075
Employer contributions (assets) at end of year2018-06-30$299,124
Employer contributions (assets) at beginning of year2018-06-30$256,008
Income. Dividends from common stock2018-06-30$21,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,288,500
Contract administrator fees2018-06-30$116,387
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$845,621
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$854,357
Liabilities. Value of benefit claims payable at end of year2018-06-30$68,284
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$53,714
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$363,287
Aggregate carrying amount (costs) on sale of assets2018-06-30$356,726
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2018-06-30010723685
2017 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$80,473
Total unrealized appreciation/depreciation of assets2017-06-30$80,473
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$55,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$237,262
Total income from all sources (including contributions)2017-06-30$3,549,935
Total loss/gain on sale of assets2017-06-30$493,742
Total of all expenses incurred2017-06-30$2,794,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,537,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,344,704
Value of total assets at end of year2017-06-30$8,488,605
Value of total assets at beginning of year2017-06-30$7,915,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$257,408
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$335,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$315,697
Administrative expenses professional fees incurred2017-06-30$77,402
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$275,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$112,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$3,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$976
Other income not declared elsewhere2017-06-30$401,915
Administrative expenses (other) incurred2017-06-30$15,400
Liabilities. Value of operating payables at end of year2017-06-30$2,050
Liabilities. Value of operating payables at beginning of year2017-06-30$4,106
Total non interest bearing cash at end of year2017-06-30$57,718
Total non interest bearing cash at beginning of year2017-06-30$84,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$755,007
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,432,841
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,677,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$46,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,260,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,632,670
Income. Interest from corporate debt instruments2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$59,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$202,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$202,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$215,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$-106,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,232,528
Employer contributions (assets) at end of year2017-06-30$256,008
Employer contributions (assets) at beginning of year2017-06-30$216,793
Income. Dividends from common stock2017-06-30$20,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,322,029
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$0
Contract administrator fees2017-06-30$117,937
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$854,357
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$773,883
Liabilities. Value of benefit claims payable at end of year2017-06-30$53,714
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$232,180
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$3,189,445
Aggregate carrying amount (costs) on sale of assets2017-06-30$2,695,703
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2017-06-30010723685
2016 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$237,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$141,561
Total income from all sources (including contributions)2016-06-30$2,508,095
Total loss/gain on sale of assets2016-06-30$57,702
Total of all expenses incurred2016-06-30$2,133,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,891,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,302,356
Value of total assets at end of year2016-06-30$7,915,096
Value of total assets at beginning of year2016-06-30$7,444,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$241,125
Total interest from all sources2016-06-30$2,216
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$236,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$216,202
Administrative expenses professional fees incurred2016-06-30$63,298
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$275,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$112,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$3,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$23,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$135,485
Other income not declared elsewhere2016-06-30$38,359
Administrative expenses (other) incurred2016-06-30$16,569
Liabilities. Value of operating payables at end of year2016-06-30$4,106
Liabilities. Value of operating payables at beginning of year2016-06-30$3,164
Total non interest bearing cash at end of year2016-06-30$84,934
Total non interest bearing cash at beginning of year2016-06-30$302,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$375,022
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,677,834
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,302,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$41,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,632,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,834,332
Income. Interest from corporate debt instruments2016-06-30$2,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$202,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$207,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$207,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$599,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-128,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,189,792
Employer contributions (assets) at end of year2016-06-30$216,793
Employer contributions (assets) at beginning of year2016-06-30$236,796
Income. Dividends from common stock2016-06-30$19,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,292,586
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$91,596
Contract administrator fees2016-06-30$119,472
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$773,883
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$748,366
Liabilities. Value of benefit claims payable at end of year2016-06-30$232,180
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$2,912
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$1,790,207
Aggregate carrying amount (costs) on sale of assets2016-06-30$1,732,505
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2016-06-30010723685
2015 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-16,497
Total unrealized appreciation/depreciation of assets2015-06-30$-16,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$141,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$145,165
Total income from all sources (including contributions)2015-06-30$2,381,544
Total loss/gain on sale of assets2015-06-30$21,207
Total of all expenses incurred2015-06-30$2,284,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,105,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,927,927
Value of total assets at end of year2015-06-30$7,444,373
Value of total assets at beginning of year2015-06-30$7,350,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$178,860
Total interest from all sources2015-06-30$11,660
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$328,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$328,428
Administrative expenses professional fees incurred2015-06-30$68,778
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$275,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$23,190
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$28,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$135,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$139,284
Other income not declared elsewhere2015-06-30$230,955
Administrative expenses (other) incurred2015-06-30$36,962
Liabilities. Value of operating payables at end of year2015-06-30$3,164
Liabilities. Value of operating payables at beginning of year2015-06-30$3,933
Total non interest bearing cash at end of year2015-06-30$302,177
Total non interest bearing cash at beginning of year2015-06-30$110,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$97,441
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,302,812
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,205,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$42,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,834,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,666,571
Income. Interest from corporate debt instruments2015-06-30$11,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$207,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$240,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$240,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$22
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$1,585,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-122,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,927,927
Employer contributions (assets) at end of year2015-06-30$236,796
Employer contributions (assets) at beginning of year2015-06-30$258,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$519,777
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$72,967
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$91,596
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$238,631
Contract administrator fees2015-06-30$31,000
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$748,366
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$733,436
Liabilities. Value of benefit claims payable at end of year2015-06-30$2,912
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$1,948
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$421
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$81,765
Aggregate carrying amount (costs) on sale of assets2015-06-30$60,558
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2015-06-30010723685
2014 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$85,775
Total unrealized appreciation/depreciation of assets2014-06-30$85,775
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$145,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$131,785
Total income from all sources (including contributions)2014-06-30$3,310,291
Total loss/gain on sale of assets2014-06-30$17,370
Total of all expenses incurred2014-06-30$2,669,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,180,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,201,209
Value of total assets at end of year2014-06-30$7,350,536
Value of total assets at beginning of year2014-06-30$6,696,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$489,630
Total interest from all sources2014-06-30$18,479
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$177,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$177,182
Administrative expenses professional fees incurred2014-06-30$47,909
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$275,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$28,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$13,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$139,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$129,238
Other income not declared elsewhere2014-06-30$165,490
Administrative expenses (other) incurred2014-06-30$347,518
Liabilities. Value of operating payables at end of year2014-06-30$3,933
Liabilities. Value of operating payables at beginning of year2014-06-30$855
Total non interest bearing cash at end of year2014-06-30$110,807
Total non interest bearing cash at beginning of year2014-06-30$195,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$640,589
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,205,371
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,564,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$39,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,666,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,818,039
Income. Interest from corporate debt instruments2014-06-30$18,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$240,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$273,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$273,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$26
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$1,599,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$644,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,201,209
Employer contributions (assets) at end of year2014-06-30$258,939
Employer contributions (assets) at beginning of year2014-06-30$366,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$580,880
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$72,967
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$74,822
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$238,631
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$316,324
Contract administrator fees2014-06-30$55,000
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$733,436
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$636,523
Liabilities. Value of benefit claims payable at end of year2014-06-30$1,948
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$1,692
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$421
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$1,263
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$353,023
Aggregate carrying amount (costs) on sale of assets2014-06-30$335,653
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30DERMODY, BURKE & BROWN, CPAS LLC
Accountancy firm EIN2014-06-30010723685
2013 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$384,729
Total unrealized appreciation/depreciation of assets2013-06-30$384,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$131,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$110,075
Total income from all sources (including contributions)2013-06-30$3,240,211
Total loss/gain on sale of assets2013-06-30$6,691
Total of all expenses incurred2013-06-30$2,282,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,886,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,550,552
Value of total assets at end of year2013-06-30$6,696,567
Value of total assets at beginning of year2013-06-30$5,716,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$395,224
Total interest from all sources2013-06-30$30,033
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$115,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$115,985
Administrative expenses professional fees incurred2013-06-30$13,330
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$275,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$13,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$26,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$129,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$106,871
Other income not declared elsewhere2013-06-30$173,576
Administrative expenses (other) incurred2013-06-30$298,549
Liabilities. Value of operating payables at end of year2013-06-30$855
Liabilities. Value of operating payables at beginning of year2013-06-30$833
Total non interest bearing cash at end of year2013-06-30$195,002
Total non interest bearing cash at beginning of year2013-06-30$283,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$958,208
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,564,782
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,606,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$33,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,818,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,262,228
Income. Interest from US Government securities2013-06-30$3,507
Income. Interest from corporate debt instruments2013-06-30$26,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$273,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$463,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$463,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$32
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$1,306,834
Asset value of US Government securities at end of year2013-06-30$0
Asset value of US Government securities at beginning of year2013-06-30$103,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$-21,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,550,552
Employer contributions (assets) at end of year2013-06-30$366,853
Employer contributions (assets) at beginning of year2013-06-30$420,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$579,945
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$74,822
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$175,225
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$316,324
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$438,702
Contract administrator fees2013-06-30$50,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$636,523
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$541,921
Liabilities. Value of benefit claims payable at end of year2013-06-30$1,692
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$2,371
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$1,263
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$2,105
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$317,114
Aggregate carrying amount (costs) on sale of assets2013-06-30$310,423
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30KANE, BOWLES & MOORE, P.C.
Accountancy firm EIN2013-06-30161385225
2012 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-174,903
Total unrealized appreciation/depreciation of assets2012-06-30$-174,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$110,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$106,756
Total income from all sources (including contributions)2012-06-30$2,348,163
Total of all expenses incurred2012-06-30$1,898,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,765,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,187,649
Value of total assets at end of year2012-06-30$5,716,649
Value of total assets at beginning of year2012-06-30$5,263,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$132,854
Total interest from all sources2012-06-30$41,925
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$115,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$101,585
Administrative expenses professional fees incurred2012-06-30$13,450
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$275,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$26,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$19,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$106,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$103,809
Other income not declared elsewhere2012-06-30$178,248
Administrative expenses (other) incurred2012-06-30$40,451
Liabilities. Value of operating payables at end of year2012-06-30$833
Liabilities. Value of operating payables at beginning of year2012-06-30$725
Total non interest bearing cash at end of year2012-06-30$283,093
Total non interest bearing cash at beginning of year2012-06-30$108,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$449,448
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,606,574
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,157,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$28,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,262,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,343,094
Income. Interest from US Government securities2012-06-30$7,855
Income. Interest from corporate debt instruments2012-06-30$33,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$463,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$130,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$130,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$755
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$1,277,261
Asset value of US Government securities at end of year2012-06-30$103,292
Asset value of US Government securities at beginning of year2012-06-30$160,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,187,649
Employer contributions (assets) at end of year2012-06-30$420,127
Employer contributions (assets) at beginning of year2012-06-30$252,838
Income. Dividends from common stock2012-06-30$13,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$488,600
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$175,225
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$232,914
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$438,702
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$464,898
Contract administrator fees2012-06-30$50,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$541,921
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$548,184
Liabilities. Value of benefit claims payable at end of year2012-06-30$2,371
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$2,222
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$2,105
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$2,947
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30KANE, BOWLES & MOORE PC
Accountancy firm EIN2012-06-30161385225
2011 : IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$318,460
Total unrealized appreciation/depreciation of assets2011-06-30$318,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$106,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$135,560
Total income from all sources (including contributions)2011-06-30$2,908,317
Total loss/gain on sale of assets2011-06-30$22,455
Total of all expenses incurred2011-06-30$2,058,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,929,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,981,800
Value of total assets at end of year2011-06-30$5,263,882
Value of total assets at beginning of year2011-06-30$4,442,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$129,091
Total interest from all sources2011-06-30$41,641
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$87,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$73,686
Administrative expenses professional fees incurred2011-06-30$14,203
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$72,730
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$275,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$19,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$17,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$103,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$122,333
Other income not declared elsewhere2011-06-30$163,584
Administrative expenses (other) incurred2011-06-30$37,716
Liabilities. Value of operating payables at end of year2011-06-30$725
Liabilities. Value of operating payables at beginning of year2011-06-30$11,304
Total non interest bearing cash at end of year2011-06-30$108,913
Total non interest bearing cash at beginning of year2011-06-30$246,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$849,717
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,157,126
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,307,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$27,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,343,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,483,689
Income. Interest from US Government securities2011-06-30$8,022
Income. Interest from corporate debt instruments2011-06-30$33,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$130,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$28,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$28,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$14
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,352,399
Asset value of US Government securities at end of year2011-06-30$160,288
Asset value of US Government securities at beginning of year2011-06-30$165,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$292,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,981,800
Employer contributions (assets) at end of year2011-06-30$252,838
Employer contributions (assets) at beginning of year2011-06-30$256,074
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$14,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$577,110
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$232,914
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$231,911
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$464,898
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$461,149
Contract administrator fees2011-06-30$50,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$548,184
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$475,616
Liabilities. Value of benefit claims payable at end of year2011-06-30$2,222
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$1,923
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$2,947
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$3,790
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$230,282
Aggregate carrying amount (costs) on sale of assets2011-06-30$207,827
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30KANE, BOWLES & MOORE, P.C.
Accountancy firm EIN2011-06-30161385225

Form 5500 Responses for IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN

2021: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10290
Policy instance 3
Insurance contract or identification numberSL10290
Number of Individuals Covered126
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $25,319
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $148,937
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,319
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803715G
Policy instance 2
Insurance contract or identification number803715G
Number of Individuals Covered182
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,712
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, SHORT TERM DBL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $67,938
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,712
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00571927
Policy instance 1
Insurance contract or identification number00571927
Number of Individuals Covered167
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $1,352
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $676
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803715G
Policy instance 1
Insurance contract or identification number803715G
Number of Individuals Covered182
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $2,986
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, SHORT TERM DBL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $65,020
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,986
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10290
Policy instance 2
Insurance contract or identification numberSL10290
Number of Individuals Covered126
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $22,899
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $134,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,899
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number803715G
Policy instance 1
Insurance contract or identification number803715G
Number of Individuals Covered166
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $3,459
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, SHORT TERM DBL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $63,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,459
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10290
Policy instance 2
Insurance contract or identification numberSL10290
Number of Individuals Covered122
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $21,339
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $125,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,339
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0737494
Policy instance 1
Insurance contract or identification number0737494
Number of Individuals Covered171
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $3,290
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, SHORT TERM DBL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,290
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10290
Policy instance 2
Insurance contract or identification numberSL10290
Number of Individuals Covered128
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $19,478
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $129,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,478
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0737494
Policy instance 1
Insurance contract or identification number0737494
Number of Individuals Covered162
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,358
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, SHORT TERM DBL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10290
Policy instance 2
Insurance contract or identification numberSL10290
Number of Individuals Covered138
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $21,715
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $127,731
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 number00033988
Policy instance 2
Insurance contract or identification number00033988
Number of Individuals Covered3
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $16,636
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $428,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,636
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY, HANLEY ASSOCIATES
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0737494
Policy instance 1
Insurance contract or identification number0737494
Number of Individuals Covered177
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $3,044
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $66,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,044
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number220018
Policy instance 3
Insurance contract or identification number220018
Number of Individuals Covered1
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $330
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $166
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY, HANLEY ASSOCIATES
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0737494
Policy instance 3
Insurance contract or identification number0737494
Number of Individuals Covered172
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,016
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $65,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,016
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number220018
Policy instance 2
Insurance contract or identification number220018
Number of Individuals Covered1
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $204
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $204
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY, HANLEY ASSOCIATES
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00033988
Policy instance 1
Insurance contract or identification number00033988
Number of Individuals Covered154
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $61,218
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,218
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY, HANLEY ASSOCIATES
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number333317
Policy instance 3
Insurance contract or identification number333317
Number of Individuals Covered236
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $9,664
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedOPTIONAL LIFE AND A&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $234,473
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
Insurance broker nameALLIANCE HEALTH MANAGEMENT
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number501656
Policy instance 2
Insurance contract or identification number501656
Number of Individuals Covered152
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,495
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,495
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY, HANLEY ASSOCIATES
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00033988
Policy instance 1
Insurance contract or identification number00033988
Number of Individuals Covered167
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $60,847
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,847
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY, HANLEY ASSOCIATES
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number220018
Policy instance 4
Insurance contract or identification number220018
Number of Individuals Covered2
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,417
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $52,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,417
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY, HANLEY ASSOCIATES
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number333317
Policy instance 1
Insurance contract or identification number333317
Number of Individuals Covered252
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $7,984
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedOPITIONAL LIFE AND A & D
Welfare Benefit Premiums Paid to CarrierUSD $248,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,521
Insurance broker organization code?3
Insurance broker nameALLIANCE HEALTH MANAGEMENT
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00033988
Policy instance 3
Insurance contract or identification number00033988
Number of Individuals Covered177
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $59,114
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 $59,114
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY, HANLEY ASSOCIATES
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number220018/0001
Policy instance 2
Insurance contract or identification number220018/0001
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,549
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 $82,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,549
Insurance broker organization code?3
Insurance broker nameTHOMAS M. HANLEY, HANLEY ASSOCIATES
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number501656-005
Policy instance 3
Insurance contract or identification number501656-005
Number of Individuals Covered147
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $42,833
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
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number220018/0001
Policy instance 2
Insurance contract or identification number220018/0001
Number of Individuals Covered18
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $5,106
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 $126,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number333317
Policy instance 1
Insurance contract or identification number333317
Number of Individuals Covered219
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $8,816
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedOPITIONAL LIFE AND A & D
Welfare Benefit Premiums Paid to CarrierUSD $188,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number220018/0001
Policy instance 2
Insurance contract or identification number220018/0001
Number of Individuals Covered21
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,649
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 $151,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number333317
Policy instance 1
Insurance contract or identification number333317
Number of Individuals Covered216
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $9,250
Total amount of fees paid to insurance companyUSD $6,505
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedOPITIONAL LIFE AND A & D
Welfare Benefit Premiums Paid to CarrierUSD $208,918
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 number501656-005
Policy instance 3
Insurance contract or identification number501656-005
Number of Individuals Covered276
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $50,253
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

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