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EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 401k Plan overview

Plan NameEASTERN ATLANTIC STATES CARPENTERS HEALTH FUND
Plan identification number 501

EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND
Employer identification number (EIN):226032181
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01WILLIAM SPROULE2023-10-09 BENJAMIN J. CONNORS2023-10-09
5012021-01-01JACK KOCSIS2022-10-05 WILLIAM SPROULE2022-10-05
5012020-01-01WILLIAM SPROULE2021-09-29 JACK KOCSIS2021-09-29
5012019-01-01WILLIAM SPROULE2020-09-21 JACK KOCSIS2020-09-21
5012018-01-01WILLIAM SPROULE2019-10-10 JOHN DELOLLIS2019-10-13
5012018-01-01WILLIAM SPROULE2019-10-10 JOHN DELOLLIS2019-10-13
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01GEORGE LAUFENBERG
5012011-01-01GEORGE LAUFENBERG
5012010-01-01GEORGE LAUFENBERG
5012009-01-01GEORGE LAUFENBERG

Plan Statistics for EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND

401k plan membership statisitcs for EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND

Measure Date Value
2022: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2022 401k membership
Total participants, beginning-of-year2022-01-018,907
Total number of active participants reported on line 7a of the Form 55002022-01-0111,140
Number of retired or separated participants receiving benefits2022-01-016,101
Total of all active and inactive participants2022-01-0117,241
Number of employers contributing to the scheme2022-01-01804
2021: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2021 401k membership
Total participants, beginning-of-year2021-01-019,934
Total number of active participants reported on line 7a of the Form 55002021-01-015,690
Number of retired or separated participants receiving benefits2021-01-013,217
Total of all active and inactive participants2021-01-018,907
Number of employers contributing to the scheme2021-01-01785
2020: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2020 401k membership
Total participants, beginning-of-year2020-01-015,632
Total number of active participants reported on line 7a of the Form 55002020-01-016,010
Number of retired or separated participants receiving benefits2020-01-013,924
Total of all active and inactive participants2020-01-019,934
Number of employers contributing to the scheme2020-01-01811
2019: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2019 401k membership
Total participants, beginning-of-year2019-01-016,158
Total number of active participants reported on line 7a of the Form 55002019-01-015,632
Total of all active and inactive participants2019-01-015,632
Number of employers contributing to the scheme2019-01-01879
2018: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2018 401k membership
Total participants, beginning-of-year2018-01-015,996
Total number of active participants reported on line 7a of the Form 55002018-01-016,158
Total of all active and inactive participants2018-01-016,158
Number of employers contributing to the scheme2018-01-01875
2017: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2017 401k membership
Total participants, beginning-of-year2017-01-015,810
Total number of active participants reported on line 7a of the Form 55002017-01-015,996
Total of all active and inactive participants2017-01-015,996
Number of employers contributing to the scheme2017-01-01921
2016: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2016 401k membership
Total participants, beginning-of-year2016-01-015,163
Total number of active participants reported on line 7a of the Form 55002016-01-015,810
Total of all active and inactive participants2016-01-015,810
Number of employers contributing to the scheme2016-01-01932
2015: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2015 401k membership
Total participants, beginning-of-year2015-01-015,153
Total number of active participants reported on line 7a of the Form 55002015-01-015,163
Total of all active and inactive participants2015-01-015,163
Number of employers contributing to the scheme2015-01-01988
2014: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2014 401k membership
Total participants, beginning-of-year2014-01-015,480
Total number of active participants reported on line 7a of the Form 55002014-01-015,153
Total of all active and inactive participants2014-01-015,153
Number of employers contributing to the scheme2014-01-011,007
2013: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2013 401k membership
Total participants, beginning-of-year2013-01-016,585
Total number of active participants reported on line 7a of the Form 55002013-01-015,480
Total of all active and inactive participants2013-01-015,480
Number of employers contributing to the scheme2013-01-011,084
2012: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2012 401k membership
Total participants, beginning-of-year2012-01-016,751
Total number of active participants reported on line 7a of the Form 55002012-01-016,585
Total of all active and inactive participants2012-01-016,585
Number of employers contributing to the scheme2012-01-011,117
2011: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2011 401k membership
Total participants, beginning-of-year2011-01-0115,124
Total number of active participants reported on line 7a of the Form 55002011-01-016,751
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-016,751
Number of employers contributing to the scheme2011-01-011,140
2010: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2010 401k membership
Total participants, beginning-of-year2010-01-0116,382
Total number of active participants reported on line 7a of the Form 55002010-01-0111,753
Number of retired or separated participants receiving benefits2010-01-013,371
Total of all active and inactive participants2010-01-0115,124
Number of employers contributing to the scheme2010-01-011,247
2009: EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0116,714
Total number of active participants reported on line 7a of the Form 55002009-01-0112,856
Number of retired or separated participants receiving benefits2009-01-013,526
Total of all active and inactive participants2009-01-0116,382
Total participants2009-01-0116,382
Number of employers contributing to the scheme2009-01-011,314

Financial Data on EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND

Measure Date Value
2022 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-21,668,369
Total unrealized appreciation/depreciation of assets2022-12-31$-21,668,369
Total transfer of assets to this plan2022-12-31$499,103,553
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$128,403,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$58,818,925
Total income from all sources (including contributions)2022-12-31$144,785,010
Total loss/gain on sale of assets2022-12-31$-9,108,795
Total of all expenses incurred2022-12-31$168,353,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$162,382,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$166,125,487
Value of total assets at end of year2022-12-31$1,019,713,036
Value of total assets at beginning of year2022-12-31$474,593,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,971,577
Total interest from all sources2022-12-31$11,325,712
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$868,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$3,046,080
Administrative expenses professional fees incurred2022-12-31$1,077,211
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$106,425
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$37,977,013
Participant contributions at end of year2022-12-31$3,800,000
Participant contributions at beginning of year2022-12-31$2,200,000
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,400,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$12,582,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,896,401
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$11,119,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$41,462,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$39,787,816
Other income not declared elsewhere2022-12-31$590,482
Administrative expenses (other) incurred2022-12-31$3,975,460
Liabilities. Value of operating payables at end of year2022-12-31$8,959,350
Liabilities. Value of operating payables at beginning of year2022-12-31$4,269,282
Total non interest bearing cash at end of year2022-12-31$142
Total non interest bearing cash at beginning of year2022-12-31$142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,568,590
Value of net assets at end of year (total assets less liabilities)2022-12-31$891,309,708
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$415,774,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$88,518,095
Assets. partnership/joint venture interests at beginning of year2022-12-31$3,113,506
Investment advisory and management fees2022-12-31$918,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,908,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,835,775
Interest earned on other investments2022-12-31$1,651,552
Income. Interest from US Government securities2022-12-31$783,412
Income. Interest from corporate debt instruments2022-12-31$8,230,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$51,456,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$41,174,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$41,174,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$660,668
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$21,335,737
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$24,683,390
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$7,448,759
Asset value of US Government securities at end of year2022-12-31$99,585,747
Asset value of US Government securities at beginning of year2022-12-31$26,161,117
Net gain/loss from 103.12 investment entities2022-12-31$-3,347,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$128,148,474
Employer contributions (assets) at end of year2022-12-31$25,000,000
Employer contributions (assets) at beginning of year2022-12-31$14,000,000
Income. Dividends from common stock2022-12-31$868,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$154,933,264
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$9,822,104
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$10,103,527
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$302,012,340
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$167,737,094
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$367,204,297
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$137,592,594
Liabilities. Value of benefit claims payable at end of year2022-12-31$32,465,870
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$14,761,827
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$12,980,849
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$3,929,867
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$209,502,068
Aggregate carrying amount (costs) on sale of assets2022-12-31$218,610,863
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$45,515,423
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2022-12-31131577780
2021 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$13,901,472
Total unrealized appreciation/depreciation of assets2021-12-31$13,901,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$58,818,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$131,189,488
Total income from all sources (including contributions)2021-12-31$194,883,537
Total loss/gain on sale of assets2021-12-31$14,584
Total of all expenses incurred2021-12-31$145,449,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$139,843,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$161,610,623
Value of total assets at end of year2021-12-31$474,593,670
Value of total assets at beginning of year2021-12-31$497,529,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,605,689
Total interest from all sources2021-12-31$10,073,544
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$889,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$3,046,080
Assets. Real estate other than employer real property at beginning of year2021-12-31$39,250,882
Administrative expenses professional fees incurred2021-12-31$819,722
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$35,036,055
Participant contributions at end of year2021-12-31$2,200,000
Participant contributions at beginning of year2021-12-31$2,300,000
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$300,397
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,896,401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,304,173
Assets. Loans (other than to participants) at end of year2021-12-31$11,119,503
Assets. Loans (other than to participants) at beginning of year2021-12-31$2,508,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$39,787,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,176,661
Other income not declared elsewhere2021-12-31$7,897,435
Administrative expenses (other) incurred2021-12-31$3,627,253
Liabilities. Value of operating payables at end of year2021-12-31$4,269,282
Liabilities. Value of operating payables at beginning of year2021-12-31$95,939,212
Total non interest bearing cash at end of year2021-12-31$142
Total non interest bearing cash at beginning of year2021-12-31$2,384,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$49,434,237
Value of net assets at end of year (total assets less liabilities)2021-12-31$415,774,745
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$366,340,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$3,113,506
Investment advisory and management fees2021-12-31$1,158,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,835,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$209,817,697
Income. Interest from loans (other than to participants)2021-12-31$10,463
Interest earned on other investments2021-12-31$2,116,071
Income. Interest from US Government securities2021-12-31$464,344
Income. Interest from corporate debt instruments2021-12-31$7,473,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$41,174,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$51,793,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$51,793,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9,289
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$24,683,390
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$8,281,414
Asset value of US Government securities at end of year2021-12-31$26,161,117
Asset value of US Government securities at beginning of year2021-12-31$13,066,142
Net gain/loss from 103.12 investment entities2021-12-31$496,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$126,574,568
Employer contributions (assets) at end of year2021-12-31$14,000,000
Employer contributions (assets) at beginning of year2021-12-31$14,300,000
Income. Dividends from common stock2021-12-31$889,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$131,562,197
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$10,103,527
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$6,887,443
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$167,737,094
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$145,705,148
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$137,592,594
Liabilities. Value of benefit claims payable at end of year2021-12-31$14,761,827
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$14,528,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$3,929,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$4,911,405
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$278,630,837
Aggregate carrying amount (costs) on sale of assets2021-12-31$278,616,253
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$9,545,615
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-12-31131577780
2020 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-613,036
Total unrealized appreciation/depreciation of assets2020-12-31$-613,036
Total transfer of assets to this plan2020-12-31$19,383,751
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$131,189,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$55,244,392
Total income from all sources (including contributions)2020-12-31$154,129,704
Total loss/gain on sale of assets2020-12-31$7,333,488
Total of all expenses incurred2020-12-31$112,177,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$108,734,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$133,531,216
Value of total assets at end of year2020-12-31$497,529,996
Value of total assets at beginning of year2020-12-31$360,248,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,442,535
Total interest from all sources2020-12-31$13,223,753
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$39,250,882
Assets. Real estate other than employer real property at beginning of year2020-12-31$36,992,563
Administrative expenses professional fees incurred2020-12-31$698,581
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$24,831,264
Participant contributions at end of year2020-12-31$2,300,000
Participant contributions at beginning of year2020-12-31$2,900,000
Assets. Other investments not covered elsewhere at end of year2020-12-31$300,397
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$206,091
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,304,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$38,008,650
Assets. Loans (other than to participants) at end of year2020-12-31$2,508,707
Assets. Loans (other than to participants) at beginning of year2020-12-31$7,610,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,176,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,583,344
Other income not declared elsewhere2020-12-31$42,719
Administrative expenses (other) incurred2020-12-31$2,261,963
Liabilities. Value of operating payables at end of year2020-12-31$95,939,212
Liabilities. Value of operating payables at beginning of year2020-12-31$7,594,309
Total non interest bearing cash at end of year2020-12-31$2,384,718
Total non interest bearing cash at beginning of year2020-12-31$28,754,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$41,952,326
Value of net assets at end of year (total assets less liabilities)2020-12-31$366,340,508
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$305,004,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$481,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$209,817,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,119,577
Interest earned on other investments2020-12-31$5,927,887
Income. Interest from US Government securities2020-12-31$377,461
Income. Interest from corporate debt instruments2020-12-31$6,383,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$51,793,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$29,569,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$29,569,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$534,924
Asset value of US Government securities at end of year2020-12-31$13,066,142
Asset value of US Government securities at beginning of year2020-12-31$28,789,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$611,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$108,699,952
Employer contributions (assets) at end of year2020-12-31$14,300,000
Employer contributions (assets) at beginning of year2020-12-31$18,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$108,734,843
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$6,887,443
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$9,667,728
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$145,705,148
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$117,798,041
Liabilities. Value of benefit claims payable at end of year2020-12-31$14,528,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$23,156,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$4,911,405
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$10,733,315
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$236,962,134
Aggregate carrying amount (costs) on sale of assets2020-12-31$229,628,646
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$9,545,615
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$10,910,739
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-12-31131577780
2019 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,523,427
Total unrealized appreciation/depreciation of assets2019-12-31$5,523,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$55,244,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$44,627,722
Total income from all sources (including contributions)2019-12-31$171,550,721
Total loss/gain on sale of assets2019-12-31$801,250
Total of all expenses incurred2019-12-31$125,379,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$120,172,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$145,641,771
Value of total assets at end of year2019-12-31$360,248,823
Value of total assets at beginning of year2019-12-31$303,461,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,207,153
Total interest from all sources2019-12-31$18,641,948
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Real estate other than employer real property at end of year2019-12-31$36,992,563
Assets. Real estate other than employer real property at beginning of year2019-12-31$30,916,880
Administrative expenses professional fees incurred2019-12-31$834,718
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$28,269,205
Participant contributions at end of year2019-12-31$2,900,000
Participant contributions at beginning of year2019-12-31$3,100,000
Assets. Other investments not covered elsewhere at end of year2019-12-31$206,091
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$194,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$38,008,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$46,399,246
Assets. Loans (other than to participants) at end of year2019-12-31$7,610,162
Assets. Loans (other than to participants) at beginning of year2019-12-31$5,026,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,583,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,839,475
Other income not declared elsewhere2019-12-31$942,325
Administrative expenses (other) incurred2019-12-31$3,943,250
Liabilities. Value of operating payables at end of year2019-12-31$7,594,309
Liabilities. Value of operating payables at beginning of year2019-12-31$5,223,428
Total non interest bearing cash at end of year2019-12-31$28,754,253
Total non interest bearing cash at beginning of year2019-12-31$68,180,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$46,170,894
Value of net assets at end of year (total assets less liabilities)2019-12-31$305,004,431
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$258,833,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$429,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,119,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,552,115
Interest earned on other investments2019-12-31$12,801,007
Income. Interest from US Government securities2019-12-31$766,147
Income. Interest from corporate debt instruments2019-12-31$4,250,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$29,569,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$26,639,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$26,639,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$824,479
Asset value of US Government securities at end of year2019-12-31$28,789,355
Asset value of US Government securities at beginning of year2019-12-31$28,766,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$117,372,566
Employer contributions (assets) at end of year2019-12-31$18,100,000
Employer contributions (assets) at beginning of year2019-12-31$17,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$120,172,674
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$9,667,728
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$9,106,216
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$117,798,041
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$57,019,043
Liabilities. Value of benefit claims payable at end of year2019-12-31$23,156,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$22,753,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$10,733,315
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$8,760,659
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$61,916,800
Aggregate carrying amount (costs) on sale of assets2019-12-31$61,115,550
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$10,910,739
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$6,811,819
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2019-12-31131577780
2018 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,565,048
Total unrealized appreciation/depreciation of assets2018-12-31$-3,565,048
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$44,627,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$50,510,897
Total income from all sources (including contributions)2018-12-31$134,663,286
Total loss/gain on sale of assets2018-12-31$-85,214
Total of all expenses incurred2018-12-31$112,648,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$107,305,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$134,077,655
Value of total assets at end of year2018-12-31$303,461,259
Value of total assets at beginning of year2018-12-31$287,329,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,343,166
Total interest from all sources2018-12-31$3,245,124
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$784,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$30,916,880
Assets. Real estate other than employer real property at beginning of year2018-12-31$26,882,475
Administrative expenses professional fees incurred2018-12-31$1,017,648
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$25,331,703
Participant contributions at end of year2018-12-31$3,100,000
Participant contributions at beginning of year2018-12-31$3,800,000
Assets. Other investments not covered elsewhere at end of year2018-12-31$194,247
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$204,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$46,399,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,906,364
Assets. Loans (other than to participants) at end of year2018-12-31$5,026,183
Assets. Loans (other than to participants) at beginning of year2018-12-31$15,004,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,839,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$18,173,512
Other income not declared elsewhere2018-12-31$206,314
Administrative expenses (other) incurred2018-12-31$3,978,521
Liabilities. Value of operating payables at end of year2018-12-31$5,223,428
Liabilities. Value of operating payables at beginning of year2018-12-31$4,854,800
Total non interest bearing cash at end of year2018-12-31$68,180,946
Total non interest bearing cash at beginning of year2018-12-31$39,896,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$22,014,943
Value of net assets at end of year (total assets less liabilities)2018-12-31$258,833,537
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$236,818,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$346,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,552,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,934,249
Interest earned on other investments2018-12-31$9,758
Income. Interest from US Government securities2018-12-31$744,387
Income. Interest from corporate debt instruments2018-12-31$1,894,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$26,639,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$26,921,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$26,921,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$596,362
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$405,610
Asset value of US Government securities at end of year2018-12-31$28,766,258
Asset value of US Government securities at beginning of year2018-12-31$23,766,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$108,745,952
Employer contributions (assets) at end of year2018-12-31$17,800,000
Employer contributions (assets) at beginning of year2018-12-31$24,600,000
Income. Dividends from common stock2018-12-31$784,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$106,899,567
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$9,106,216
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$7,123,894
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$57,019,043
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$53,753,979
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$34,420,681
Liabilities. Value of benefit claims payable at end of year2018-12-31$22,753,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$20,170,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$8,760,659
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$19,113,203
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$99,530,530
Aggregate carrying amount (costs) on sale of assets2018-12-31$99,615,744
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$6,811,819
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$7,312,585
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2018-12-31131577780
2017 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,343,014
Total unrealized appreciation/depreciation of assets2017-12-31$3,343,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$50,510,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$43,578,711
Total income from all sources (including contributions)2017-12-31$153,970,530
Total loss/gain on sale of assets2017-12-31$959,561
Total of all expenses incurred2017-12-31$107,579,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$100,878,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$144,632,547
Value of total assets at end of year2017-12-31$287,329,491
Value of total assets at beginning of year2017-12-31$234,006,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,701,353
Total interest from all sources2017-12-31$4,058,583
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$806,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$26,882,475
Assets. Real estate other than employer real property at beginning of year2017-12-31$14,979,381
Administrative expenses professional fees incurred2017-12-31$1,235,871
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$1,587,000
Contributions received from participants2017-12-31$27,783,976
Participant contributions at end of year2017-12-31$3,800,000
Participant contributions at beginning of year2017-12-31$4,000,000
Assets. Other investments not covered elsewhere at end of year2017-12-31$204,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,906,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,226,058
Assets. Loans (other than to participants) at end of year2017-12-31$15,004,779
Assets. Loans (other than to participants) at beginning of year2017-12-31$16,368,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$18,173,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$17,389,743
Other income not declared elsewhere2017-12-31$170,115
Administrative expenses (other) incurred2017-12-31$5,048,009
Liabilities. Value of operating payables at end of year2017-12-31$4,854,800
Liabilities. Value of operating payables at beginning of year2017-12-31$2,534,033
Total non interest bearing cash at end of year2017-12-31$39,896,148
Total non interest bearing cash at beginning of year2017-12-31$22,885,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$46,390,759
Value of net assets at end of year (total assets less liabilities)2017-12-31$236,818,594
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$190,427,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$417,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,934,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,836,576
Interest earned on other investments2017-12-31$36,329
Income. Interest from US Government securities2017-12-31$723,562
Income. Interest from corporate debt instruments2017-12-31$2,898,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$26,921,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$15,563,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$15,563,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$399,762
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$836,288
Asset value of US Government securities at end of year2017-12-31$23,766,979
Asset value of US Government securities at beginning of year2017-12-31$25,006,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$116,848,571
Employer contributions (assets) at end of year2017-12-31$24,600,000
Employer contributions (assets) at beginning of year2017-12-31$22,600,000
Income. Dividends from common stock2017-12-31$806,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$100,042,130
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$7,123,894
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$12,669,514
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$53,753,979
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$38,146,387
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$34,420,681
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$33,999,498
Liabilities. Value of benefit claims payable at end of year2017-12-31$20,170,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$18,779,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$19,113,203
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$19,725,370
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$67,696,035
Aggregate carrying amount (costs) on sale of assets2017-12-31$66,736,474
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$7,312,585
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$4,875,935
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-12-31131577780
2016 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$4,539,881
Total unrealized appreciation/depreciation of assets2016-12-31$4,539,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,578,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$42,129,274
Total income from all sources (including contributions)2016-12-31$154,996,168
Total loss/gain on sale of assets2016-12-31$1,597,361
Total of all expenses incurred2016-12-31$90,581,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$85,325,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$142,771,494
Value of total assets at end of year2016-12-31$234,006,546
Value of total assets at beginning of year2016-12-31$168,142,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,256,217
Total interest from all sources2016-12-31$3,409,305
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$863,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$14,979,381
Administrative expenses professional fees incurred2016-12-31$572,374
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$3,339,351
Contributions received from participants2016-12-31$27,277,108
Participant contributions at end of year2016-12-31$4,000,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,605,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,226,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,343,785
Assets. Loans (other than to participants) at end of year2016-12-31$16,368,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$17,389,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,598,166
Other income not declared elsewhere2016-12-31$1,814,843
Administrative expenses (other) incurred2016-12-31$4,194,670
Liabilities. Value of operating payables at end of year2016-12-31$2,534,033
Liabilities. Value of operating payables at beginning of year2016-12-31$1,675,558
Total non interest bearing cash at end of year2016-12-31$22,885,514
Total non interest bearing cash at beginning of year2016-12-31$20,656,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$64,414,229
Value of net assets at end of year (total assets less liabilities)2016-12-31$190,427,835
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$126,013,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at beginning of year2016-12-31$9,738,873
Investment advisory and management fees2016-12-31$489,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,836,576
Interest earned on other investments2016-12-31$144,292
Income. Interest from US Government securities2016-12-31$729,939
Income. Interest from corporate debt instruments2016-12-31$2,322,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$15,563,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$17,526,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$17,526,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$212,231
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$593,485
Asset value of US Government securities at end of year2016-12-31$25,006,516
Asset value of US Government securities at beginning of year2016-12-31$30,382,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$115,494,386
Employer contributions (assets) at end of year2016-12-31$22,600,000
Employer contributions (assets) at beginning of year2016-12-31$17,362,008
Income. Dividends from common stock2016-12-31$863,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$84,732,237
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$12,669,514
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$38,146,387
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$33,863,150
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$33,999,498
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$23,664,327
Liabilities. Value of benefit claims payable at end of year2016-12-31$18,779,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$25,855,550
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$19,725,370
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$47,404,912
Aggregate carrying amount (costs) on sale of assets2016-12-31$45,807,551
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$4,875,935
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-12-31131577780
2015 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,503,846
Total unrealized appreciation/depreciation of assets2015-12-31$-5,503,846
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$38,767,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$38,041,502
Total income from all sources (including contributions)2015-12-31$130,729,303
Total loss/gain on sale of assets2015-12-31$362,205
Total of all expenses incurred2015-12-31$96,972,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$92,887,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$132,851,808
Value of total assets at end of year2015-12-31$168,142,880
Value of total assets at beginning of year2015-12-31$133,659,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,084,742
Total interest from all sources2015-12-31$2,438,189
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$580,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$360,785
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$12,733,067
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,605,848
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,903,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,343,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,038,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,598,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,247,044
Administrative expenses (other) incurred2015-12-31$3,412,215
Liabilities. Value of operating payables at end of year2015-12-31$1,675,558
Liabilities. Value of operating payables at beginning of year2015-12-31$2,957,458
Total non interest bearing cash at end of year2015-12-31$20,656,072
Total non interest bearing cash at beginning of year2015-12-31$18,904,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$33,757,060
Value of net assets at end of year (total assets less liabilities)2015-12-31$129,375,156
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$95,618,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$9,738,873
Assets. partnership/joint venture interests at beginning of year2015-12-31$215,450
Investment advisory and management fees2015-12-31$311,742
Interest earned on other investments2015-12-31$112,269
Income. Interest from US Government securities2015-12-31$528
Income. Interest from corporate debt instruments2015-12-31$2,322,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$17,526,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,587,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,587,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,964
Asset value of US Government securities at end of year2015-12-31$30,382,227
Asset value of US Government securities at beginning of year2015-12-31$18,433,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$120,118,741
Employer contributions (assets) at end of year2015-12-31$17,362,008
Employer contributions (assets) at beginning of year2015-12-31$14,533,293
Income. Dividends from common stock2015-12-31$580,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$92,887,501
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$33,863,150
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$30,899,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$23,664,327
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$20,144,119
Liabilities. Value of benefit claims payable at end of year2015-12-31$22,494,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$21,837,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$82,004,105
Aggregate carrying amount (costs) on sale of assets2015-12-31$81,641,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2015-12-31222951202
2014 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-339,300
Total unrealized appreciation/depreciation of assets2014-12-31$-339,300
Total transfer of assets to this plan2014-12-31$1,678,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$38,041,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,844,230
Total income from all sources (including contributions)2014-12-31$113,649,899
Total loss/gain on sale of assets2014-12-31$919,584
Total of all expenses incurred2014-12-31$82,367,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$76,793,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$110,820,605
Value of total assets at end of year2014-12-31$133,659,598
Value of total assets at beginning of year2014-12-31$88,501,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,574,093
Total interest from all sources2014-12-31$1,860,561
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$388,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$349,826
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$12,513,840
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,119,065
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,214,539
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,038,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,266,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,247,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,280,073
Administrative expenses (other) incurred2014-12-31$5,028,502
Liabilities. Value of operating payables at end of year2014-12-31$2,957,458
Liabilities. Value of operating payables at beginning of year2014-12-31$1,287,157
Total non interest bearing cash at end of year2014-12-31$18,904,090
Total non interest bearing cash at beginning of year2014-12-31$11,644,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$31,282,555
Value of net assets at end of year (total assets less liabilities)2014-12-31$95,618,096
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$62,657,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$195,765
Interest earned on other investments2014-12-31$14,822
Income. Interest from US Government securities2014-12-31$4,559
Income. Interest from corporate debt instruments2014-12-31$1,836,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,587,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,190,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,190,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,185
Asset value of US Government securities at end of year2014-12-31$18,433,983
Asset value of US Government securities at beginning of year2014-12-31$14,577,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$98,306,765
Employer contributions (assets) at end of year2014-12-31$14,533,293
Employer contributions (assets) at beginning of year2014-12-31$10,270,842
Income. Dividends from common stock2014-12-31$388,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$76,793,251
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$30,899,139
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$24,233,226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$20,144,119
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$13,104,863
Liabilities. Value of benefit claims payable at end of year2014-12-31$21,837,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$21,277,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$62,228,989
Aggregate carrying amount (costs) on sale of assets2014-12-31$61,309,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2014-12-31222951202
2013 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$760,959
Total unrealized appreciation/depreciation of assets2013-12-31$760,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,844,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,044,040
Total income from all sources (including contributions)2013-12-31$94,141,650
Total loss/gain on sale of assets2013-12-31$1,107,503
Total of all expenses incurred2013-12-31$94,117,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$89,594,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$90,798,423
Value of total assets at end of year2013-12-31$88,501,700
Value of total assets at beginning of year2013-12-31$90,677,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,523,027
Total interest from all sources2013-12-31$1,168,956
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$305,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$344,092
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$11,448,936
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,214,539
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$10,312,354
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,266,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,959,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,280,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$18,046,473
Administrative expenses (other) incurred2013-12-31$3,951,045
Liabilities. Value of operating payables at end of year2013-12-31$1,287,157
Liabilities. Value of operating payables at beginning of year2013-12-31$2,272,909
Total non interest bearing cash at end of year2013-12-31$11,644,106
Total non interest bearing cash at beginning of year2013-12-31$7,756,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,825
Value of net assets at end of year (total assets less liabilities)2013-12-31$62,657,470
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$62,633,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$227,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,194,295
Interest earned on other investments2013-12-31$3,584
Income. Interest from US Government securities2013-12-31$29,281
Income. Interest from corporate debt instruments2013-12-31$1,135,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,190,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,722,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,722,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$636
Asset value of US Government securities at end of year2013-12-31$14,577,142
Asset value of US Government securities at beginning of year2013-12-31$19,369,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$79,349,487
Employer contributions (assets) at end of year2013-12-31$10,270,842
Employer contributions (assets) at beginning of year2013-12-31$10,991,299
Income. Dividends from common stock2013-12-31$305,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$89,594,798
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$24,233,226
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$14,691,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$13,104,863
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$9,681,110
Liabilities. Value of benefit claims payable at end of year2013-12-31$21,277,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$7,724,658
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$54,145,029
Aggregate carrying amount (costs) on sale of assets2013-12-31$53,037,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2013-12-31222951202
2012 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,250,172
Total unrealized appreciation/depreciation of assets2012-12-31$1,250,172
Total transfer of assets to this plan2012-12-31$5,035,292
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,044,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,675,734
Total income from all sources (including contributions)2012-12-31$81,835,358
Total loss/gain on sale of assets2012-12-31$458,825
Total of all expenses incurred2012-12-31$76,693,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$71,649,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$78,371,225
Value of total assets at end of year2012-12-31$90,677,685
Value of total assets at beginning of year2012-12-31$74,132,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,044,820
Total interest from all sources2012-12-31$1,478,548
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$276,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$313,961
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,392,746
Assets. Other investments not covered elsewhere at end of year2012-12-31$10,312,354
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$10,861,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,959,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,105,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$18,046,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,474,610
Administrative expenses (other) incurred2012-12-31$4,457,715
Liabilities. Value of operating payables at end of year2012-12-31$2,272,909
Liabilities. Value of operating payables at beginning of year2012-12-31$1,926,534
Total non interest bearing cash at end of year2012-12-31$7,756,623
Total non interest bearing cash at beginning of year2012-12-31$4,298,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,141,439
Value of net assets at end of year (total assets less liabilities)2012-12-31$62,633,645
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$52,456,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$273,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,194,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,888,106
Interest earned on other investments2012-12-31$5,964
Income. Interest from US Government securities2012-12-31$360,447
Income. Interest from corporate debt instruments2012-12-31$1,108,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,722,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,646,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,646,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,156
Asset value of US Government securities at end of year2012-12-31$19,369,126
Asset value of US Government securities at beginning of year2012-12-31$18,667,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$70,978,479
Employer contributions (assets) at end of year2012-12-31$10,991,299
Employer contributions (assets) at beginning of year2012-12-31$8,608,748
Income. Dividends from common stock2012-12-31$276,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$71,649,099
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$14,691,427
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$12,603,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$9,681,110
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,451,785
Liabilities. Value of benefit claims payable at end of year2012-12-31$7,724,658
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$6,274,590
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$23,059,820
Aggregate carrying amount (costs) on sale of assets2012-12-31$22,600,995
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MSPC CERTIFIED ACCOUNTANTS
Accountancy firm EIN2012-12-31222951202
2011 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,235,274
Total unrealized appreciation/depreciation of assets2011-12-31$-1,235,274
Total transfer of assets from this plan2011-12-31$113,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,675,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,210,477
Total income from all sources (including contributions)2011-12-31$76,375,544
Total loss/gain on sale of assets2011-12-31$1,948,114
Total of all expenses incurred2011-12-31$66,857,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$62,022,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$74,033,780
Value of total assets at end of year2011-12-31$74,132,648
Value of total assets at beginning of year2011-12-31$52,263,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,835,328
Total interest from all sources2011-12-31$1,508,618
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$120,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$278,955
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,294,918
Assets. Other investments not covered elsewhere at end of year2011-12-31$426,912
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,508,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,105,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,363,558
Assets. Loans (other than to participants) at end of year2011-12-31$10,434,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,474,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$548,134
Administrative expenses (other) incurred2011-12-31$4,454,766
Liabilities. Value of operating payables at end of year2011-12-31$1,926,534
Liabilities. Value of operating payables at beginning of year2011-12-31$1,910,340
Total non interest bearing cash at end of year2011-12-31$4,298,770
Total non interest bearing cash at beginning of year2011-12-31$2,789,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$9,517,886
Value of net assets at end of year (total assets less liabilities)2011-12-31$52,456,914
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,052,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$101,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,888,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,729,438
Income. Interest from US Government securities2011-12-31$1,031,091
Income. Interest from corporate debt instruments2011-12-31$475,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,646,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,164,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,164,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,247
Asset value of US Government securities at end of year2011-12-31$18,667,433
Asset value of US Government securities at beginning of year2011-12-31$15,511,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$65,738,862
Employer contributions (assets) at end of year2011-12-31$8,608,748
Employer contributions (assets) at beginning of year2011-12-31$5,788,982
Income. Dividends from common stock2011-12-31$120,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$62,022,330
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$12,603,699
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$12,913,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$6,451,785
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,483,682
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,274,590
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$6,752,003
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$10,154
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$32,063,176
Aggregate carrying amount (costs) on sale of assets2011-12-31$30,115,062
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MSPC CERTIFIED ACCOUNTANTS
Accountancy firm EIN2011-12-31222951202
2010 : EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,262,131
Total unrealized appreciation/depreciation of assets2010-12-31$1,262,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,210,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,214,492
Total income from all sources (including contributions)2010-12-31$82,685,459
Total loss/gain on sale of assets2010-12-31$226,477
Total of all expenses incurred2010-12-31$109,353,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$103,995,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$79,334,130
Value of total assets at end of year2010-12-31$52,263,408
Value of total assets at beginning of year2010-12-31$79,935,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,358,473
Total interest from all sources2010-12-31$1,756,854
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$105,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$269,841
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,657,632
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,508,878
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$13,201,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,363,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,487,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$548,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$78,958
Administrative expenses (other) incurred2010-12-31$4,959,976
Liabilities. Value of operating payables at end of year2010-12-31$1,910,340
Liabilities. Value of operating payables at beginning of year2010-12-31$1,381,323
Total non interest bearing cash at end of year2010-12-31$2,789,397
Total non interest bearing cash at beginning of year2010-12-31$6,409,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-26,668,107
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,052,931
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$69,721,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$128,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,729,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,091,214
Interest earned on other investments2010-12-31$16,110
Income. Interest from US Government securities2010-12-31$1,265,982
Income. Interest from corporate debt instruments2010-12-31$394,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,164,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$751,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$751,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$80,212
Asset value of US Government securities at end of year2010-12-31$15,511,316
Asset value of US Government securities at beginning of year2010-12-31$18,130,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$67,676,498
Employer contributions (assets) at end of year2010-12-31$5,788,982
Employer contributions (assets) at beginning of year2010-12-31$3,899,905
Income. Dividends from common stock2010-12-31$105,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$103,995,093
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$12,913,683
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$21,188,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,483,682
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,755,581
Liabilities. Value of benefit claims payable at end of year2010-12-31$6,752,003
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$8,754,211
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$10,154
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$20,308
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$37,932,478
Aggregate carrying amount (costs) on sale of assets2010-12-31$37,706,001
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MSPC
Accountancy firm EIN2010-12-31222951202

Form 5500 Responses for EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND

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

Insurance Providers Used on plan

BLUE MEDICARE ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 12812 )
Policy contract numberPAEGR001
Policy instance 1
Insurance contract or identification numberPAEGR001
Number of Individuals Covered3440
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,237,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE MEDICARE ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 12812 )
Policy contract numberPAEGR001
Policy instance 1
Insurance contract or identification numberPAEGR001
Number of Individuals Covered3440
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,566,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467548
Policy instance 1
Insurance contract or identification numberAE467548
Number of Individuals Covered3483
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1034
Policy instance 1
Insurance contract or identification numberSL1034
Number of Individuals Covered7566
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $808,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1034
Policy instance 1
Insurance contract or identification numberSL1034
Number of Individuals Covered7380
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $42,836
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $856,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,393
Insurance broker organization code?3
Insurance broker nameWILLIS OF NEW YORK
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1034
Policy instance 1
Insurance contract or identification numberSL1034
Number of Individuals Covered7071
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $20,100
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $402,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,100
Insurance broker nameH.J. KNIGHT INTERNATIONAL INSURANCE
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1034
Policy instance 1
Insurance contract or identification numberSL1034
Number of Individuals Covered6675
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $14,731
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $294,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,731
Insurance broker nameLINKS INSURANCE SERVICES, LLC
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1034
Policy instance 1
Insurance contract or identification numberSL1034
Number of Individuals Covered7152
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $15,170
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $303,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,170
Insurance broker nameLINKS INSURANCE SERVICES, LLC
SPECTERA, INC. (National Association of Insurance Commissioners NAIC id number: 74950 )
Policy contract number206492
Policy instance 1
Insurance contract or identification number206492
Number of Individuals Covered11753
Insurance policy start date2010-01-01
Insurance policy end date2010-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $846,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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