TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND
401k plan membership statisitcs for TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND
| Measure | Date | Value |
|---|
| 2022 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-121,843 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-121,843 |
| Total income from all sources (including contributions) | 2022-12-31 | $54,057,454 |
| Total loss/gain on sale of assets | 2022-12-31 | $-591,034 |
| Total of all expenses incurred | 2022-12-31 | $58,754,195 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $54,440,935 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $56,367,926 |
| Value of total assets at end of year | 2022-12-31 | $15,833,272 |
| Value of total assets at beginning of year | 2022-12-31 | $20,530,013 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,313,260 |
| Total interest from all sources | 2022-12-31 | $123,851 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $196,849 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $178,690 |
| Administrative expenses professional fees incurred | 2022-12-31 | $394,220 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $297,479 |
| Administrative expenses (other) incurred | 2022-12-31 | $165,722 |
| Total non interest bearing cash at end of year | 2022-12-31 | $1,350,004 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1,702,422 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-4,696,741 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,833,272 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,530,013 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $35,060 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,050,029 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $11,926,770 |
| Income. Interest from US Government securities | 2022-12-31 | $49,611 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $73,406 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $117,435 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $407,361 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $407,361 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $834 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $150,857 |
| Asset value of US Government securities at end of year | 2022-12-31 | $2,834,164 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $2,325,708 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,918,295 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $56,070,447 |
| Income. Dividends from common stock | 2022-12-31 | $18,159 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $54,440,935 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $1,478,552 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $2,813,063 |
| Contract administrator fees | 2022-12-31 | $3,718,258 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $1,003,088 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $1,354,689 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $10,235,832 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $10,826,866 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2022-12-31 | 112478817 |
| 2021 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-60,753 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-60,753 |
| Total income from all sources (including contributions) | 2021-12-31 | $58,078,040 |
| Total loss/gain on sale of assets | 2021-12-31 | $187,348 |
| Total of all expenses incurred | 2021-12-31 | $60,153,958 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $56,103,807 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $55,543,374 |
| Value of total assets at end of year | 2021-12-31 | $20,530,013 |
| Value of total assets at beginning of year | 2021-12-31 | $22,605,931 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,050,151 |
| Total interest from all sources | 2021-12-31 | $145,913 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $197,992 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $174,752 |
| Administrative expenses professional fees incurred | 2021-12-31 | $223,282 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $134,887 |
| Administrative expenses (other) incurred | 2021-12-31 | $111,169 |
| Total non interest bearing cash at end of year | 2021-12-31 | $1,702,422 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $4,024,529 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-2,075,918 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,530,013 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $22,605,931 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $39,179 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $11,926,770 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,801,249 |
| Income. Interest from US Government securities | 2021-12-31 | $53,686 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $89,398 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $407,361 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $265,286 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $265,286 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2,829 |
| Asset value of US Government securities at end of year | 2021-12-31 | $2,325,708 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $2,549,722 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,064,166 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $55,408,487 |
| Income. Dividends from common stock | 2021-12-31 | $23,240 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $56,103,807 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $2,813,063 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $2,624,547 |
| Contract administrator fees | 2021-12-31 | $3,676,521 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $1,354,689 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $1,340,598 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $2,621,778 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $2,434,430 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2021-12-31 | 112478817 |
| 2020 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $36,327 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $36,327 |
| Total income from all sources (including contributions) | 2020-12-31 | $55,911,125 |
| Total loss/gain on sale of assets | 2020-12-31 | $280,328 |
| Total of all expenses incurred | 2020-12-31 | $51,342,902 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $47,267,085 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $54,038,368 |
| Value of total assets at end of year | 2020-12-31 | $22,605,931 |
| Value of total assets at beginning of year | 2020-12-31 | $18,037,708 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,075,817 |
| Total interest from all sources | 2020-12-31 | $124,775 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $224,206 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $201,784 |
| Administrative expenses professional fees incurred | 2020-12-31 | $452,169 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $153,546 |
| Administrative expenses (other) incurred | 2020-12-31 | $117,278 |
| Total non interest bearing cash at end of year | 2020-12-31 | $4,024,529 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $2,294,134 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $4,568,223 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $22,605,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,037,708 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $33,300 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,801,249 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,229,854 |
| Interest earned on other investments | 2020-12-31 | $1,782 |
| Income. Interest from US Government securities | 2020-12-31 | $50,108 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $69,515 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $265,286 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $363,171 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $363,171 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3,370 |
| Asset value of US Government securities at end of year | 2020-12-31 | $2,549,722 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $2,414,575 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,207,121 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $53,884,822 |
| Income. Dividends from common stock | 2020-12-31 | $22,422 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $47,267,085 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $2,624,547 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $2,397,594 |
| Contract administrator fees | 2020-12-31 | $3,473,070 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $1,340,598 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $1,338,380 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $16,526,187 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $16,245,859 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2020-12-31 | 112478817 |
| 2019 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $337,341 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $337,341 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $337,341 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $337,341 |
| Total income from all sources (including contributions) | 2019-12-31 | $55,057,682 |
| Total income from all sources (including contributions) | 2019-12-31 | $55,057,682 |
| Total loss/gain on sale of assets | 2019-12-31 | $233,013 |
| Total loss/gain on sale of assets | 2019-12-31 | $233,013 |
| Total of all expenses incurred | 2019-12-31 | $51,798,192 |
| Total of all expenses incurred | 2019-12-31 | $51,798,192 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $47,624,860 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $47,624,860 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $52,276,707 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $52,276,707 |
| Value of total assets at end of year | 2019-12-31 | $18,037,708 |
| Value of total assets at end of year | 2019-12-31 | $18,037,708 |
| Value of total assets at beginning of year | 2019-12-31 | $14,778,218 |
| Value of total assets at beginning of year | 2019-12-31 | $14,778,218 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,173,332 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,173,332 |
| Total interest from all sources | 2019-12-31 | $139,632 |
| Total interest from all sources | 2019-12-31 | $139,632 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $135,988 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $135,988 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $109,046 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $109,046 |
| Administrative expenses professional fees incurred | 2019-12-31 | $461,514 |
| Administrative expenses professional fees incurred | 2019-12-31 | $461,514 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $220,477 |
| Contributions received from participants | 2019-12-31 | $220,477 |
| Administrative expenses (other) incurred | 2019-12-31 | $117,351 |
| Administrative expenses (other) incurred | 2019-12-31 | $117,351 |
| Total non interest bearing cash at end of year | 2019-12-31 | $2,294,134 |
| Total non interest bearing cash at end of year | 2019-12-31 | $2,294,134 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1,112,384 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1,112,384 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,259,490 |
| Value of net income/loss | 2019-12-31 | $3,259,490 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,037,708 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,037,708 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,778,218 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,778,218 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $32,252 |
| Investment advisory and management fees | 2019-12-31 | $32,252 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,229,854 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,229,854 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,423,649 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,423,649 |
| Interest earned on other investments | 2019-12-31 | $14,020 |
| Interest earned on other investments | 2019-12-31 | $14,020 |
| Income. Interest from US Government securities | 2019-12-31 | $42,126 |
| Income. Interest from US Government securities | 2019-12-31 | $42,126 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $62,973 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $62,973 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,833,131 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,833,131 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $363,171 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $363,171 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $495,767 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $495,767 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $495,767 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $495,767 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $20,513 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $20,513 |
| Asset value of US Government securities at end of year | 2019-12-31 | $2,414,575 |
| Asset value of US Government securities at end of year | 2019-12-31 | $2,414,575 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $1,718,952 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $1,718,952 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,855,891 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,855,891 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $79,110 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $79,110 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $52,056,230 |
| Contributions received in cash from employer | 2019-12-31 | $52,056,230 |
| Income. Dividends from common stock | 2019-12-31 | $26,942 |
| Income. Dividends from common stock | 2019-12-31 | $26,942 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $47,624,860 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $47,624,860 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $2,397,594 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $2,397,594 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $1,751,563 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $1,751,563 |
| Contract administrator fees | 2019-12-31 | $3,562,215 |
| Contract administrator fees | 2019-12-31 | $3,562,215 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $1,338,380 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $1,338,380 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,442,772 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,442,772 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $5,939,209 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $5,939,209 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $5,706,196 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $5,706,196 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm name | 2019-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2019-12-31 | 112478817 |
| Accountancy firm EIN | 2019-12-31 | 112478817 |
| 2018 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-244,827 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-244,827 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,706,989 |
| Total income from all sources (including contributions) | 2018-12-31 | $49,318,235 |
| Total loss/gain on sale of assets | 2018-12-31 | $78,757 |
| Total of all expenses incurred | 2018-12-31 | $50,112,324 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $44,843,281 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $49,841,062 |
| Value of total assets at end of year | 2018-12-31 | $14,778,218 |
| Value of total assets at beginning of year | 2018-12-31 | $19,279,296 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,269,043 |
| Total interest from all sources | 2018-12-31 | $144,059 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $193,591 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $164,689 |
| Administrative expenses professional fees incurred | 2018-12-31 | $643,074 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $238,042 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,050,320 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $3,706,989 |
| Administrative expenses (other) incurred | 2018-12-31 | $1,079,476 |
| Total non interest bearing cash at end of year | 2018-12-31 | $1,112,384 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $1,476,444 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-794,089 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,778,218 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,572,307 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $40,440 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,423,649 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,190,906 |
| Interest earned on other investments | 2018-12-31 | $21,709 |
| Income. Interest from US Government securities | 2018-12-31 | $52,816 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $63,364 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,833,131 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,251,780 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $495,767 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $717,943 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $717,943 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $6,170 |
| Asset value of US Government securities at end of year | 2018-12-31 | $1,718,952 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $1,564,798 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-626,876 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-67,531 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $49,603,020 |
| Income. Dividends from common stock | 2018-12-31 | $28,902 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $44,843,281 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $1,751,563 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $1,999,381 |
| Contract administrator fees | 2018-12-31 | $3,506,053 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $1,442,772 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $2,027,724 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $6,121,343 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $6,042,586 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2018-12-31 | 112478817 |
| 2017 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $190,129 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $190,129 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,706,989 |
| Total income from all sources (including contributions) | 2017-12-31 | $50,201,654 |
| Total loss/gain on sale of assets | 2017-12-31 | $101,349 |
| Total of all expenses incurred | 2017-12-31 | $51,868,516 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $44,059,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $48,424,870 |
| Value of total assets at end of year | 2017-12-31 | $19,279,296 |
| Value of total assets at beginning of year | 2017-12-31 | $17,239,169 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,809,133 |
| Total interest from all sources | 2017-12-31 | $166,549 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $137,432 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $114,234 |
| Administrative expenses professional fees incurred | 2017-12-31 | $503,011 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $274,813 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,050,320 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,043,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $3,706,989 |
| Administrative expenses (other) incurred | 2017-12-31 | $3,999,323 |
| Total non interest bearing cash at end of year | 2017-12-31 | $1,476,444 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $3,370,955 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-1,666,862 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $15,572,307 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,239,169 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $41,565 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,190,906 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,088,978 |
| Interest earned on other investments | 2017-12-31 | $61,102 |
| Income. Interest from US Government securities | 2017-12-31 | $35,858 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $60,964 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,251,780 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $717,943 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $561,355 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $561,355 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $8,625 |
| Asset value of US Government securities at end of year | 2017-12-31 | $1,564,798 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $1,381,509 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $884,358 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $296,967 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $48,150,057 |
| Income. Dividends from common stock | 2017-12-31 | $23,198 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $44,059,383 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $1,999,381 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $1,510,095 |
| Contract administrator fees | 2017-12-31 | $3,265,234 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $2,027,724 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $4,283,277 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $12,838,139 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $12,736,790 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2017-12-31 | 112478817 |
| 2016 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $478,461 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $478,461 |
| Total transfer of assets to this plan | 2016-12-31 | $549,850 |
| Total income from all sources (including contributions) | 2016-12-31 | $48,927,449 |
| Total loss/gain on sale of assets | 2016-12-31 | $107,351 |
| Total of all expenses incurred | 2016-12-31 | $44,824,556 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $40,877,602 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $47,940,204 |
| Value of total assets at end of year | 2016-12-31 | $17,239,169 |
| Value of total assets at beginning of year | 2016-12-31 | $12,586,426 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,946,954 |
| Total interest from all sources | 2016-12-31 | $113,793 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $144,144 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $80,276 |
| Administrative expenses professional fees incurred | 2016-12-31 | $622,280 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $182,458 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,043,000 |
| Administrative expenses (other) incurred | 2016-12-31 | $172,857 |
| Total non interest bearing cash at end of year | 2016-12-31 | $3,370,955 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $1,230,332 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $4,102,893 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $17,239,169 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,586,426 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $56,263 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,088,978 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,207,986 |
| Interest earned on other investments | 2016-12-31 | $18,177 |
| Income. Interest from US Government securities | 2016-12-31 | $33,391 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $54,134 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $561,355 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $848,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $848,868 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $8,091 |
| Asset value of US Government securities at end of year | 2016-12-31 | $1,381,509 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $1,216,933 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $143,496 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $47,757,746 |
| Income. Dividends from common stock | 2016-12-31 | $63,868 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $40,877,602 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $1,510,095 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $1,379,394 |
| Contract administrator fees | 2016-12-31 | $3,095,554 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $4,283,277 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $4,702,913 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $10,266,984 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $10,159,633 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2016-12-31 | 112478817 |
| 2015 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-101,335 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-101,335 |
| Total transfer of assets to this plan | 2015-12-31 | $1,456,900 |
| Total income from all sources (including contributions) | 2015-12-31 | $40,578,440 |
| Total loss/gain on sale of assets | 2015-12-31 | $-104,112 |
| Total of all expenses incurred | 2015-12-31 | $40,427,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $36,657,978 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $40,658,710 |
| Value of total assets at end of year | 2015-12-31 | $12,586,426 |
| Value of total assets at beginning of year | 2015-12-31 | $10,978,099 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,769,035 |
| Total interest from all sources | 2015-12-31 | $99,836 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $81,060 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $27,072 |
| Administrative expenses professional fees incurred | 2015-12-31 | $648,604 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $154,112 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,874,155 |
| Administrative expenses (other) incurred | 2015-12-31 | $135,835 |
| Total non interest bearing cash at end of year | 2015-12-31 | $1,230,332 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $1,069,269 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $151,427 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,586,426 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,978,099 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $50,309 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,207,986 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $421,513 |
| Interest earned on other investments | 2015-12-31 | $28,560 |
| Income. Interest from US Government securities | 2015-12-31 | $24,805 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $38,521 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $848,868 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $677,479 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $677,479 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $7,950 |
| Asset value of US Government securities at end of year | 2015-12-31 | $1,216,933 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $755,026 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-55,719 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $40,504,598 |
| Income. Dividends from common stock | 2015-12-31 | $53,988 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $36,657,978 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $1,379,394 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $1,029,830 |
| Contract administrator fees | 2015-12-31 | $2,934,287 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $4,702,913 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $4,150,827 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $6,171,136 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $6,275,248 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2015-12-31 | 112478817 |
| 2014 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $284,788 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $284,788 |
| Total income from all sources (including contributions) | 2014-12-31 | $38,770,716 |
| Total loss/gain on sale of assets | 2014-12-31 | $-13,353 |
| Total of all expenses incurred | 2014-12-31 | $38,963,737 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $35,272,741 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $38,419,864 |
| Value of total assets at end of year | 2014-12-31 | $10,978,099 |
| Value of total assets at beginning of year | 2014-12-31 | $11,171,120 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,690,996 |
| Total interest from all sources | 2014-12-31 | $65,769 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $53,905 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $6,572 |
| Administrative expenses professional fees incurred | 2014-12-31 | $695,306 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $214,076 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,874,155 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,873,761 |
| Administrative expenses (other) incurred | 2014-12-31 | $173,486 |
| Total non interest bearing cash at end of year | 2014-12-31 | $1,069,269 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $900,225 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-193,021 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,978,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,171,120 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $46,349 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $421,513 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $730,487 |
| Interest earned on other investments | 2014-12-31 | $443 |
| Income. Interest from US Government securities | 2014-12-31 | $25,007 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $32,384 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $677,479 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $842,669 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $842,669 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $7,935 |
| Asset value of US Government securities at end of year | 2014-12-31 | $755,026 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $848,076 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-40,257 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $38,205,788 |
| Income. Dividends from common stock | 2014-12-31 | $47,333 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $35,272,741 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $1,029,830 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $825,802 |
| Contract administrator fees | 2014-12-31 | $2,775,855 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $4,150,827 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $4,150,100 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $5,807,764 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $5,821,117 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2014-12-31 | 112478817 |
| 2013 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $787,039 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $787,039 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $54,731 |
| Total income from all sources (including contributions) | 2013-12-31 | $40,422,646 |
| Total loss/gain on sale of assets | 2013-12-31 | $770,182 |
| Total of all expenses incurred | 2013-12-31 | $41,649,457 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $37,467,550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $38,504,618 |
| Value of total assets at end of year | 2013-12-31 | $11,171,120 |
| Value of total assets at beginning of year | 2013-12-31 | $12,452,662 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,181,907 |
| Total interest from all sources | 2013-12-31 | $74,260 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $58,105 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $11,023 |
| Administrative expenses professional fees incurred | 2013-12-31 | $1,121,148 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $351,488 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,873,761 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $54,731 |
| Administrative expenses (other) incurred | 2013-12-31 | $112,527 |
| Total non interest bearing cash at end of year | 2013-12-31 | $900,225 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $1,903,665 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-1,226,811 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,171,120 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,397,931 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $50,191 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $730,487 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,077,894 |
| Income. Interest from US Government securities | 2013-12-31 | $20,824 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $39,138 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $842,669 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $986,230 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $986,230 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $14,298 |
| Asset value of US Government securities at end of year | 2013-12-31 | $848,076 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $1,066,722 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $228,442 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $38,153,130 |
| Income. Dividends from common stock | 2013-12-31 | $47,082 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $37,467,550 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $825,802 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $1,126,166 |
| Contract administrator fees | 2013-12-31 | $2,898,041 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $4,150,100 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $5,291,985 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $9,815,087 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $9,044,905 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2013-12-31 | 112478817 |
| 2012 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $160,534 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $160,534 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $54,731 |
| Total income from all sources (including contributions) | 2012-12-31 | $41,602,065 |
| Total loss/gain on sale of assets | 2012-12-31 | $700,167 |
| Total of all expenses incurred | 2012-12-31 | $40,704,189 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $37,005,066 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $38,869,239 |
| Value of total assets at end of year | 2012-12-31 | $12,452,662 |
| Value of total assets at beginning of year | 2012-12-31 | $11,500,055 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,699,123 |
| Total interest from all sources | 2012-12-31 | $54,656 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $108,673 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $35,282 |
| Administrative expenses professional fees incurred | 2012-12-31 | $595,836 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $385,308 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $54,731 |
| Other income not declared elsewhere | 2012-12-31 | $1,240,553 |
| Administrative expenses (other) incurred | 2012-12-31 | $379,057 |
| Total non interest bearing cash at end of year | 2012-12-31 | $1,903,665 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $563,761 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $897,876 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,397,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,500,055 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $55,049 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,077,894 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,448,076 |
| Income. Interest from US Government securities | 2012-12-31 | $22,887 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $29,067 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,949,927 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $986,230 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $277,775 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $277,775 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2,702 |
| Asset value of US Government securities at end of year | 2012-12-31 | $1,066,722 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $382,363 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $85,880 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $38,483,931 |
| Income. Dividends from common stock | 2012-12-31 | $73,391 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $37,005,066 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $1,126,166 |
| Contract administrator fees | 2012-12-31 | $2,669,181 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $5,291,985 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $4,260,516 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $8,011,423 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $7,311,256 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2012-12-31 | 112478817 |
| 2011 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-342,291 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-342,291 |
| Total income from all sources (including contributions) | 2011-12-31 | $36,750,066 |
| Total loss/gain on sale of assets | 2011-12-31 | $3,116 |
| Total of all expenses incurred | 2011-12-31 | $42,763,146 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $39,176,924 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $37,098,346 |
| Value of total assets at end of year | 2011-12-31 | $11,500,055 |
| Value of total assets at beginning of year | 2011-12-31 | $17,513,135 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,586,222 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $180,526 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $120,616 |
| Administrative expenses professional fees incurred | 2011-12-31 | $465,302 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $269,922 |
| Other income not declared elsewhere | 2011-12-31 | $32 |
| Administrative expenses (other) incurred | 2011-12-31 | $398,898 |
| Total non interest bearing cash at end of year | 2011-12-31 | $563,761 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $1,458,188 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-6,013,080 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,500,055 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,513,135 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $77,390 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,448,076 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,372,823 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,949,927 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $7,227,553 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $277,775 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $121,881 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $121,881 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-545,250 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $355,587 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $36,828,424 |
| Income. Dividends from common stock | 2011-12-31 | $59,910 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $39,176,924 |
| Contract administrator fees | 2011-12-31 | $2,644,632 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $4,260,516 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $5,332,690 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $6,935,260 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $6,932,144 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2011-12-31 | 112478817 |
| 2010 : TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $698,511 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $698,511 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,365 |
| Total income from all sources (including contributions) | 2010-12-31 | $38,980,166 |
| Total loss/gain on sale of assets | 2010-12-31 | $95,218 |
| Total of all expenses incurred | 2010-12-31 | $40,629,735 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $37,283,117 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $37,077,725 |
| Value of total assets at end of year | 2010-12-31 | $17,513,135 |
| Value of total assets at beginning of year | 2010-12-31 | $19,165,069 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,346,618 |
| Total interest from all sources | 2010-12-31 | $181 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $96,197 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $33,293 |
| Administrative expenses professional fees incurred | 2010-12-31 | $334,547 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $617,579 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $2,365 |
| Other income not declared elsewhere | 2010-12-31 | $3,229 |
| Administrative expenses (other) incurred | 2010-12-31 | $388,347 |
| Total non interest bearing cash at end of year | 2010-12-31 | $1,458,188 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $874,602 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-1,649,569 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,513,135 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,162,704 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $97,124 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,372,823 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,080,171 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,227,553 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $10,390,504 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $121,881 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $233,412 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $233,412 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $181 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $259,358 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $749,747 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $36,460,146 |
| Income. Dividends from common stock | 2010-12-31 | $62,904 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $37,283,117 |
| Contract administrator fees | 2010-12-31 | $2,526,600 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $5,332,690 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $4,586,380 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $4,949,656 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $4,854,438 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | SAMUEL GOLDSTEIN & CO., P.C. |
| Accountancy firm EIN | 2010-12-31 | 112478817 |
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221760 |
| Policy instance | 3 |
| Insurance contract or identification number | 221760 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $495 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,302 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $495 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C14 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C14 | | Number of Individuals Covered | 716 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $77,576 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221711 |
| Policy instance | 2 |
| Insurance contract or identification number | 221711 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $689 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,257 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $689 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221701 |
| Policy instance | 12 |
| Insurance contract or identification number | 221701 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,734 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,358 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,734 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221896 |
| Policy instance | 4 |
| Insurance contract or identification number | 221896 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $232 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,544 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $232 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222512 |
| Policy instance | 5 |
| Insurance contract or identification number | 222512 | | Number of Individuals Covered | 139 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,197 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $25,078 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,197 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222706 |
| Policy instance | 6 |
| Insurance contract or identification number | 222706 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $719 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,794 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $719 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223113 |
| Policy instance | 7 |
| Insurance contract or identification number | 223113 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $793 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,288 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $793 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223114 |
| Policy instance | 8 |
| Insurance contract or identification number | 223114 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $346 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,309 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $346 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223536 |
| Policy instance | 9 |
| Insurance contract or identification number | 223536 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $124 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $644 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $124 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 223537 |
| Policy instance | 10 |
| Insurance contract or identification number | 223537 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $782 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,211 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $782 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223918 |
| Policy instance | 11 |
| Insurance contract or identification number | 223918 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $110 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $735 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $110 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221896 |
| Policy instance | 4 |
| Insurance contract or identification number | 221896 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $425 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,836 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $425 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221760 |
| Policy instance | 3 |
| Insurance contract or identification number | 221760 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $495 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,302 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $495 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221711 |
| Policy instance | 2 |
| Insurance contract or identification number | 221711 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $724 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,825 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $724 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C14 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C14 | | Number of Individuals Covered | 707 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $77,606 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223114 |
| Policy instance | 8 |
| Insurance contract or identification number | 223114 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $338 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,255 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $338 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222512 |
| Policy instance | 5 |
| Insurance contract or identification number | 222512 | | Number of Individuals Covered | 140 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,346 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,134 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,346 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222706 |
| Policy instance | 6 |
| Insurance contract or identification number | 222706 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $756 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,039 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $756 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223113 |
| Policy instance | 7 |
| Insurance contract or identification number | 223113 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $710 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,736 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $710 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223536 |
| Policy instance | 9 |
| Insurance contract or identification number | 223536 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $133 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $885 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $133 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 223537 |
| Policy instance | 10 |
| Insurance contract or identification number | 223537 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $688 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,588 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $688 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223918 |
| Policy instance | 11 |
| Insurance contract or identification number | 223918 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $123 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $818 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $123 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221701 |
| Policy instance | 12 |
| Insurance contract or identification number | 221701 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,721 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,146 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,721 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222512 |
| Policy instance | 5 |
| Insurance contract or identification number | 222512 | | Number of Individuals Covered | 139 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,274 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $23,193 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,274 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221896 |
| Policy instance | 4 |
| Insurance contract or identification number | 221896 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $690 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,212 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $690 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221760 |
| Policy instance | 3 |
| Insurance contract or identification number | 221760 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $496 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,027 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $496 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221711 |
| Policy instance | 2 |
| Insurance contract or identification number | 221711 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $766 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,696 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $766 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222706 |
| Policy instance | 6 |
| Insurance contract or identification number | 222706 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $685 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,223 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $685 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223113 |
| Policy instance | 7 |
| Insurance contract or identification number | 223113 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $641 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,949 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $641 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223114 |
| Policy instance | 8 |
| Insurance contract or identification number | 223114 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $344 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,106 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $344 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 223537 |
| Policy instance | 10 |
| Insurance contract or identification number | 223537 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $827 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,031 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $827 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223918 |
| Policy instance | 11 |
| Insurance contract or identification number | 223918 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $147 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $893 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $147 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221701 |
| Policy instance | 12 |
| Insurance contract or identification number | 221701 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $2,932 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,370 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,932 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C14 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C14 | | Number of Individuals Covered | 719 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $77,980 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223536 |
| Policy instance | 9 |
| Insurance contract or identification number | 223536 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $163 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $991 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $163 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222512 |
| Policy instance | 5 |
| Insurance contract or identification number | 222512 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,200 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,490 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,200 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 223537 |
| Policy instance | 10 |
| Insurance contract or identification number | 223537 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $838 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,586 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $838 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223536 |
| Policy instance | 9 |
| Insurance contract or identification number | 223536 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223114 |
| Policy instance | 8 |
| Insurance contract or identification number | 223114 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $332 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $332 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223113 |
| Policy instance | 7 |
| Insurance contract or identification number | 223113 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $564 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,803 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $564 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222706 |
| Policy instance | 6 |
| Insurance contract or identification number | 222706 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221896 |
| Policy instance | 4 |
| Insurance contract or identification number | 221896 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $726 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,811 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $726 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221760 |
| Policy instance | 3 |
| Insurance contract or identification number | 221760 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $516 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,423 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $516 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221711 |
| Policy instance | 2 |
| Insurance contract or identification number | 221711 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $809 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,315 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $809 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C14 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C14 | | Number of Individuals Covered | 721 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,451 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223918 |
| Policy instance | 11 |
| Insurance contract or identification number | 223918 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $155 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,034 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $155 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221701 |
| Policy instance | 12 |
| Insurance contract or identification number | 221701 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2020-01-01 | | Total amount of commissions paid to insurance broker | USD $3,116 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $23,657 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,116 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C14 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C14 | | Number of Individuals Covered | 724 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,851 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223918 |
| Policy instance | 11 |
| Insurance contract or identification number | 223918 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $166 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,188 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $166 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 223537 |
| Policy instance | 10 |
| Insurance contract or identification number | 223537 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $844 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,114 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $844 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223536 |
| Policy instance | 9 |
| Insurance contract or identification number | 223536 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $179 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,305 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $179 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223114 |
| Policy instance | 8 |
| Insurance contract or identification number | 223114 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $326 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,349 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $326 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223113 |
| Policy instance | 7 |
| Insurance contract or identification number | 223113 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $530 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,814 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $530 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221711 |
| Policy instance | 2 |
| Insurance contract or identification number | 221711 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $652 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,838 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $652 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222706 |
| Policy instance | 6 |
| Insurance contract or identification number | 222706 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $698 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,059 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $698 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222512 |
| Policy instance | 5 |
| Insurance contract or identification number | 222512 | | Number of Individuals Covered | 141 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,172 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,282 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,172 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221896 |
| Policy instance | 4 |
| Insurance contract or identification number | 221896 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $566 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,197 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $566 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221760 |
| Policy instance | 3 |
| Insurance contract or identification number | 221760 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $424 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,121 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $424 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221896 |
| Policy instance | 5 |
| Insurance contract or identification number | 221896 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $501 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,343 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $501 | | Insurance broker name | ALICARE, INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221760 |
| Policy instance | 4 |
| Insurance contract or identification number | 221760 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $416 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,774 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $416 | | Insurance broker name | ALICARE, INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221711 |
| Policy instance | 3 |
| Insurance contract or identification number | 221711 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $689 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,595 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $689 | | Insurance broker name | ALICARE, INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 221701 |
| Policy instance | 2 |
| Insurance contract or identification number | 221701 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,849 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,187 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,849 | | Insurance broker organization code? | 3 | | Insurance broker name | ALICARE, INC |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C14 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C14 | | Number of Individuals Covered | 729 | | Insurance policy start date | 2016-07-01 | | Insurance policy end date | 2017-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $77,965 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222512 |
| Policy instance | 6 |
| Insurance contract or identification number | 222512 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,635 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,849 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,635 | | Insurance broker name | ALICARE, INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 222706 |
| Policy instance | 7 |
| Insurance contract or identification number | 222706 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,916 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,916 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,916 | | Insurance broker name | ALICARE, INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223113 |
| Policy instance | 8 |
| Insurance contract or identification number | 223113 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $532 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,544 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $532 | | Insurance broker name | ALICARE, INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223114 |
| Policy instance | 9 |
| Insurance contract or identification number | 223114 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $332 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,214 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $332 | | Insurance broker name | ALICARE, INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223536 |
| Policy instance | 10 |
| Insurance contract or identification number | 223536 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $152 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,014 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $152 | | Insurance broker name | ALICARE, INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 223537 |
| Policy instance | 11 |
| Insurance contract or identification number | 223537 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $414 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,763 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $414 | | Insurance broker name | ALICARE, INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223918 |
| Policy instance | 12 |
| Insurance contract or identification number | 223918 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $170 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,131 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $170 | | Insurance broker name | ALICARE, INC |
|
