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IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 401k Plan overview

Plan NameIRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN
Plan identification number 501

IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

IRON WORKERS DIST. COUNCIL PHILA. & VIC. WELFARE PLAN BOARD OF TRUSTEE has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS DIST. COUNCIL PHILA. & VIC. WELFARE PLAN BOARD OF TRUSTEE
Employer identification number (EIN):231599740
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01
5012020-10-01
5012019-10-01
5012018-10-01
5012017-10-01
5012016-10-01STEPHEN CONLEY
5012015-10-01STEPHEN CONLEY
5012014-10-01STEPHEN CONLEY
5012013-10-01STEPHEN CONLEY
5012012-10-01STEPHEN CONLEY
5012011-10-01ROBERT SWEENEY MICHAEL KOWALCHICK2013-07-10
5012009-10-01ROBERT SWEENEY WILLIAM GARDNER2011-07-08
5012008-10-01

Plan Statistics for IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN

401k plan membership statisitcs for IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN

Measure Date Value
2021: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011,421
Total number of active participants reported on line 7a of the Form 55002021-10-011,367
Number of retired or separated participants receiving benefits2021-10-01376
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-011,743
Number of employers contributing to the scheme2021-10-01303
2020: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,600
Total number of active participants reported on line 7a of the Form 55002020-10-011,338
Number of retired or separated participants receiving benefits2020-10-0183
Total of all active and inactive participants2020-10-011,421
Number of employers contributing to the scheme2020-10-01267
2019: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,662
Total number of active participants reported on line 7a of the Form 55002019-10-011,558
Number of retired or separated participants receiving benefits2019-10-0142
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-011,600
Number of employers contributing to the scheme2019-10-01309
2018: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011,825
Total number of active participants reported on line 7a of the Form 55002018-10-011,625
Number of retired or separated participants receiving benefits2018-10-0137
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-011,662
Number of employers contributing to the scheme2018-10-01315
2017: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011,792
Total number of active participants reported on line 7a of the Form 55002017-10-011,788
Number of retired or separated participants receiving benefits2017-10-0137
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-011,825
Number of employers contributing to the scheme2017-10-01318
2016: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011,806
Total number of active participants reported on line 7a of the Form 55002016-10-011,753
Number of retired or separated participants receiving benefits2016-10-0139
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-011,792
Number of employers contributing to the scheme2016-10-01323
2015: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011,675
Total number of active participants reported on line 7a of the Form 55002015-10-011,764
Number of retired or separated participants receiving benefits2015-10-0142
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-011,806
Number of employers contributing to the scheme2015-10-01511
2014: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011,776
Total number of active participants reported on line 7a of the Form 55002014-10-011,617
Number of retired or separated participants receiving benefits2014-10-0158
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-011,675
2013: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011,819
Total number of active participants reported on line 7a of the Form 55002013-10-011,714
Number of retired or separated participants receiving benefits2013-10-0162
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-011,776
2012: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-011,802
Total number of active participants reported on line 7a of the Form 55002012-10-011,757
Number of retired or separated participants receiving benefits2012-10-0162
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-011,819
2011: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-011,746
Total number of active participants reported on line 7a of the Form 55002011-10-011,734
Number of retired or separated participants receiving benefits2011-10-0168
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-011,802
2009: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-012,031
Total number of active participants reported on line 7a of the Form 55002009-10-011,685
Number of retired or separated participants receiving benefits2009-10-0163
Total of all active and inactive participants2009-10-011,748
Total participants2009-10-011,748
Number of employers contributing to the scheme2009-10-01481

Financial Data on IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN

Measure Date Value
2022 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-2,437,283
Total unrealized appreciation/depreciation of assets2022-09-30$-2,437,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$4,098,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$3,951,762
Total income from all sources (including contributions)2022-09-30$32,153,336
Total loss/gain on sale of assets2022-09-30$-933,236
Total of all expenses incurred2022-09-30$25,570,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$23,926,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$35,093,580
Value of total assets at end of year2022-09-30$31,934,336
Value of total assets at beginning of year2022-09-30$25,204,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,643,891
Total interest from all sources2022-09-30$317,465
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$81,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Administrative expenses professional fees incurred2022-09-30$383,621
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$628,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$1,288,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$2,307,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$832,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$366,673
Other income not declared elsewhere2022-09-30$31,256
Administrative expenses (other) incurred2022-09-30$632,727
Liabilities. Value of operating payables at end of year2022-09-30$70,321
Liabilities. Value of operating payables at beginning of year2022-09-30$78,611
Total non interest bearing cash at end of year2022-09-30$9,462,847
Total non interest bearing cash at beginning of year2022-09-30$7,300,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$6,582,981
Value of net assets at end of year (total assets less liabilities)2022-09-30$27,835,378
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$21,252,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$63,623
Interest earned on other investments2022-09-30$1,089
Income. Interest from US Government securities2022-09-30$85,836
Income. Interest from corporate debt instruments2022-09-30$230,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$388,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$187,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$187,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$117
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$2,108,277
Asset value of US Government securities at end of year2022-09-30$4,243,448
Asset value of US Government securities at beginning of year2022-09-30$2,681,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$34,464,634
Employer contributions (assets) at end of year2022-09-30$2,314,621
Employer contributions (assets) at beginning of year2022-09-30$2,693,954
Income. Dividends from common stock2022-09-30$81,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$21,818,187
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$8,504,766
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$5,945,593
Contract administrator fees2022-09-30$563,920
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$5,731,716
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$4,086,854
Liabilities. Value of benefit claims payable at end of year2022-09-30$3,196,293
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$3,506,478
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-09-30$0
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$15,981,207
Aggregate carrying amount (costs) on sale of assets2022-09-30$16,914,443
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30FISCHER DORWART, P.C.
Accountancy firm EIN2022-09-30232247478
2021 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$548,168
Total unrealized appreciation/depreciation of assets2021-09-30$548,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$3,951,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$3,771,011
Total income from all sources (including contributions)2021-09-30$32,066,276
Total loss/gain on sale of assets2021-09-30$223,927
Total of all expenses incurred2021-09-30$26,198,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$24,030,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$30,954,095
Value of total assets at end of year2021-09-30$25,204,159
Value of total assets at beginning of year2021-09-30$19,156,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$2,168,548
Total interest from all sources2021-09-30$257,479
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$54,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$405,684
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$644,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$2,307,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$123,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$366,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$441,764
Other income not declared elsewhere2021-09-30$28,588
Administrative expenses (other) incurred2021-09-30$1,337,577
Liabilities. Value of operating payables at end of year2021-09-30$78,611
Liabilities. Value of operating payables at beginning of year2021-09-30$105,120
Total non interest bearing cash at end of year2021-09-30$7,300,923
Total non interest bearing cash at beginning of year2021-09-30$1,074,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$5,867,333
Value of net assets at end of year (total assets less liabilities)2021-09-30$21,252,397
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$15,385,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$61,641
Interest earned on other investments2021-09-30$100
Income. Interest from US Government securities2021-09-30$92,793
Income. Interest from corporate debt instruments2021-09-30$164,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$187,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$171,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$171,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$36
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$2,017,089
Asset value of US Government securities at end of year2021-09-30$2,681,737
Asset value of US Government securities at beginning of year2021-09-30$5,378,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$30,309,747
Employer contributions (assets) at end of year2021-09-30$2,693,954
Employer contributions (assets) at beginning of year2021-09-30$1,371,403
Income. Dividends from common stock2021-09-30$54,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$22,013,306
Asset. Corporate debt instrument debt (other) at end of year2021-09-30$5,945,593
Asset. Corporate debt instrument debt (other) at beginning of year2021-09-30$6,532,513
Contract administrator fees2021-09-30$363,646
Assets. Corporate common stocks other than exployer securities at end of year2021-09-30$4,086,854
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$4,495,697
Liabilities. Value of benefit claims payable at end of year2021-09-30$3,506,478
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$3,224,127
Assets. Value of buildings and other operty used in plan operation at end of year2021-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-09-30$8,107
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$13,756,493
Aggregate carrying amount (costs) on sale of assets2021-09-30$13,532,566
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30FISCHER DORWART, PC
Accountancy firm EIN2021-09-30232247478
2020 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$1,138,902
Total unrealized appreciation/depreciation of assets2020-09-30$1,138,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$3,771,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$3,794,585
Total income from all sources (including contributions)2020-09-30$26,001,890
Total loss/gain on sale of assets2020-09-30$26,500
Total of all expenses incurred2020-09-30$25,300,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$23,557,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$24,398,851
Value of total assets at end of year2020-09-30$19,156,075
Value of total assets at beginning of year2020-09-30$18,478,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,742,399
Total interest from all sources2020-09-30$372,046
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$65,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$525,644
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$755,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$123,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$85,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$441,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$151,200
Administrative expenses (other) incurred2020-09-30$1,142,864
Liabilities. Value of operating payables at end of year2020-09-30$105,120
Liabilities. Value of operating payables at beginning of year2020-09-30$98,528
Total non interest bearing cash at end of year2020-09-30$1,074,230
Total non interest bearing cash at beginning of year2020-09-30$562,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$701,644
Value of net assets at end of year (total assets less liabilities)2020-09-30$15,385,064
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$14,683,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$73,891
Interest earned on other investments2020-09-30$5,953
Income. Interest from US Government securities2020-09-30$204,649
Income. Interest from corporate debt instruments2020-09-30$146,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$171,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$103,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$103,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$14,897
Asset value of US Government securities at end of year2020-09-30$5,378,356
Asset value of US Government securities at beginning of year2020-09-30$7,063,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$23,643,152
Employer contributions (assets) at end of year2020-09-30$1,371,403
Employer contributions (assets) at beginning of year2020-09-30$1,529,593
Income. Dividends from common stock2020-09-30$65,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$23,557,847
Asset. Corporate debt instrument debt (other) at end of year2020-09-30$6,532,513
Asset. Corporate debt instrument debt (other) at beginning of year2020-09-30$5,167,377
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$4,495,697
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$3,953,537
Liabilities. Value of benefit claims payable at end of year2020-09-30$3,224,127
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$3,544,857
Assets. Value of buildings and other operty used in plan operation at end of year2020-09-30$8,107
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-09-30$11,674
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$13,149,388
Aggregate carrying amount (costs) on sale of assets2020-09-30$13,122,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30FISCHER DORWART P.C.
Accountancy firm EIN2020-09-30232247478
2019 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$819,410
Total unrealized appreciation/depreciation of assets2019-09-30$819,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$3,794,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$4,647,021
Total income from all sources (including contributions)2019-09-30$29,001,635
Total loss/gain on sale of assets2019-09-30$-246,385
Total of all expenses incurred2019-09-30$29,639,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$27,868,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$27,215,538
Value of total assets at end of year2019-09-30$18,478,005
Value of total assets at beginning of year2019-09-30$19,967,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,770,263
Total interest from all sources2019-09-30$451,160
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$62,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$506,058
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$587,045
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$85,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$203,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$151,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$860,835
Other income not declared elsewhere2019-09-30$699,131
Administrative expenses (other) incurred2019-09-30$1,209,002
Liabilities. Value of operating payables at end of year2019-09-30$98,528
Liabilities. Value of operating payables at beginning of year2019-09-30$77,284
Total non interest bearing cash at end of year2019-09-30$562,498
Total non interest bearing cash at beginning of year2019-09-30$394,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-637,531
Value of net assets at end of year (total assets less liabilities)2019-09-30$14,683,420
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$15,320,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$55,203
Interest earned on other investments2019-09-30$1,424
Income. Interest from US Government securities2019-09-30$231,134
Income. Interest from corporate debt instruments2019-09-30$207,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$103,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$251,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$251,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$10,651
Asset value of US Government securities at end of year2019-09-30$7,063,918
Asset value of US Government securities at beginning of year2019-09-30$6,285,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$26,628,493
Employer contributions (assets) at end of year2019-09-30$1,529,593
Employer contributions (assets) at beginning of year2019-09-30$1,614,657
Income. Dividends from common stock2019-09-30$62,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$27,868,903
Asset. Corporate debt instrument debt (other) at end of year2019-09-30$5,167,377
Asset. Corporate debt instrument debt (other) at beginning of year2019-09-30$6,595,104
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$3,953,537
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$4,607,455
Liabilities. Value of benefit claims payable at end of year2019-09-30$3,544,857
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$3,708,902
Assets. Value of buildings and other operty used in plan operation at end of year2019-09-30$11,674
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-09-30$15,809
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$10,846,444
Aggregate carrying amount (costs) on sale of assets2019-09-30$11,092,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30FISCHER DORWART, PC
Accountancy firm EIN2019-09-30232247478
2018 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-352,846
Total unrealized appreciation/depreciation of assets2018-09-30$-352,846
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$4,647,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$4,549,353
Total income from all sources (including contributions)2018-09-30$29,580,005
Total loss/gain on sale of assets2018-09-30$-82,519
Total of all expenses incurred2018-09-30$29,129,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$27,579,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$28,761,761
Value of total assets at end of year2018-09-30$19,967,972
Value of total assets at beginning of year2018-09-30$19,419,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,549,393
Total interest from all sources2018-09-30$1,193,504
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$60,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$293,610
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$46,900
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$534,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$203,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$98,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$860,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$857,098
Administrative expenses (other) incurred2018-09-30$1,206,989
Liabilities. Value of operating payables at end of year2018-09-30$77,284
Liabilities. Value of operating payables at beginning of year2018-09-30$91,437
Total non interest bearing cash at end of year2018-09-30$394,000
Total non interest bearing cash at beginning of year2018-09-30$502,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$450,782
Value of net assets at end of year (total assets less liabilities)2018-09-30$15,320,951
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$14,870,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$48,794
Income. Interest from US Government securities2018-09-30$964,444
Income. Interest from corporate debt instruments2018-09-30$208,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$251,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$1,504,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$1,504,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$20,659
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$2,321,370
Asset value of US Government securities at end of year2018-09-30$6,285,784
Asset value of US Government securities at beginning of year2018-09-30$7,305,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$28,180,388
Employer contributions (assets) at end of year2018-09-30$1,614,657
Employer contributions (assets) at beginning of year2018-09-30$1,828,634
Income. Dividends from common stock2018-09-30$60,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$25,258,460
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$6,595,104
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$4,459,254
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$4,607,455
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$3,709,943
Liabilities. Value of benefit claims payable at end of year2018-09-30$3,708,902
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$3,600,818
Assets. Value of buildings and other operty used in plan operation at end of year2018-09-30$15,809
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-09-30$11,061
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$8,020,140
Aggregate carrying amount (costs) on sale of assets2018-09-30$8,102,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30FISCHER DORWART, P.C.
Accountancy firm EIN2018-09-30232247478
2017 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$270,031
Total unrealized appreciation/depreciation of assets2017-09-30$270,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$4,763,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$4,899,631
Total income from all sources (including contributions)2017-09-30$30,529,046
Total loss/gain on sale of assets2017-09-30$-81,216
Total of all expenses incurred2017-09-30$29,648,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$28,141,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$29,845,963
Value of total assets at end of year2017-09-30$19,419,522
Value of total assets at beginning of year2017-09-30$18,675,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,507,006
Total interest from all sources2017-09-30$443,067
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$51,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$341,534
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$48,200
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$650,058
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$98,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$77,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$857,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$878,135
Administrative expenses (other) incurred2017-09-30$1,125,536
Liabilities. Value of operating payables at end of year2017-09-30$91,437
Liabilities. Value of operating payables at beginning of year2017-09-30$102,625
Total non interest bearing cash at end of year2017-09-30$502,063
Total non interest bearing cash at beginning of year2017-09-30$257,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$880,178
Value of net assets at end of year (total assets less liabilities)2017-09-30$14,656,369
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$13,776,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$39,936
Income. Interest from US Government securities2017-09-30$264,803
Income. Interest from corporate debt instruments2017-09-30$155,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$1,504,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$1,369,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$1,369,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$22,745
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$2,240,730
Asset value of US Government securities at end of year2017-09-30$7,305,734
Asset value of US Government securities at beginning of year2017-09-30$12,284,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$29,147,705
Employer contributions (assets) at end of year2017-09-30$1,828,634
Employer contributions (assets) at beginning of year2017-09-30$1,492,026
Income. Dividends from common stock2017-09-30$51,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$25,901,132
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$4,459,254
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$3,709,943
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$3,176,068
Liabilities. Value of benefit claims payable at end of year2017-09-30$3,814,618
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$3,918,871
Assets. Value of buildings and other operty used in plan operation at end of year2017-09-30$11,061
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-09-30$18,719
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$10,491,143
Aggregate carrying amount (costs) on sale of assets2017-09-30$10,572,359
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30FISCHER DORWART, P.C.
Accountancy firm EIN2017-09-30232247478
2016 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$-5,544,952
Total unrealized appreciation/depreciation of assets2016-09-30$-5,544,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$4,899,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$5,402,489
Total income from all sources (including contributions)2016-09-30$27,939,470
Total loss/gain on sale of assets2016-09-30$5,416,214
Total of all expenses incurred2016-09-30$29,453,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$27,923,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$27,506,021
Value of total assets at end of year2016-09-30$18,675,822
Value of total assets at beginning of year2016-09-30$20,692,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$1,529,983
Total interest from all sources2016-09-30$521,688
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$40,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$370,098
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$55,800
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$539,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$77,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$79,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$878,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$862,174
Administrative expenses (other) incurred2016-09-30$1,115,444
Liabilities. Value of operating payables at end of year2016-09-30$102,625
Liabilities. Value of operating payables at beginning of year2016-09-30$110,761
Total non interest bearing cash at end of year2016-09-30$257,055
Total non interest bearing cash at beginning of year2016-09-30$302,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-1,514,259
Value of net assets at end of year (total assets less liabilities)2016-09-30$13,776,191
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$15,290,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$44,441
Income. Interest from US Government securities2016-09-30$521,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$1,369,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$1,005,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$1,005,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$369
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$2,262,398
Asset value of US Government securities at end of year2016-09-30$12,284,636
Asset value of US Government securities at beginning of year2016-09-30$14,479,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$26,910,889
Employer contributions (assets) at end of year2016-09-30$1,492,026
Employer contributions (assets) at beginning of year2016-09-30$1,439,602
Income. Dividends from common stock2016-09-30$40,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$25,661,348
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$3,176,068
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$3,363,052
Liabilities. Value of benefit claims payable at end of year2016-09-30$3,918,871
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$4,429,554
Assets. Value of buildings and other operty used in plan operation at end of year2016-09-30$18,719
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-09-30$24,098
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$8,721,758
Aggregate carrying amount (costs) on sale of assets2016-09-30$3,305,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30FISCHER DORWART, P.C.
Accountancy firm EIN2016-09-30232247478
2015 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-819,439
Total unrealized appreciation/depreciation of assets2015-09-30$-819,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$5,402,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$4,948,713
Total income from all sources (including contributions)2015-09-30$22,174,353
Total loss/gain on sale of assets2015-09-30$238,121
Total of all expenses incurred2015-09-30$29,692,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$28,121,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$22,050,261
Value of total assets at end of year2015-09-30$20,692,939
Value of total assets at beginning of year2015-09-30$27,757,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,571,230
Total interest from all sources2015-09-30$641,512
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$63,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$388,767
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$65,500
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$638,480
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$79,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$105,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$862,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$4,821,169
Administrative expenses (other) incurred2015-09-30$1,127,527
Liabilities. Value of operating payables at end of year2015-09-30$110,761
Liabilities. Value of operating payables at beginning of year2015-09-30$127,544
Total non interest bearing cash at end of year2015-09-30$302,361
Total non interest bearing cash at beginning of year2015-09-30$793,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-7,518,072
Value of net assets at end of year (total assets less liabilities)2015-09-30$15,290,450
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$22,808,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$54,936
Income. Interest from US Government securities2015-09-30$640,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$1,005,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$411,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$411,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$531
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$2,156,993
Asset value of US Government securities at end of year2015-09-30$14,479,184
Asset value of US Government securities at beginning of year2015-09-30$20,331,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$21,346,281
Employer contributions (assets) at end of year2015-09-30$1,439,602
Employer contributions (assets) at beginning of year2015-09-30$1,158,346
Income. Dividends from common stock2015-09-30$63,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$25,964,202
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$3,363,052
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$4,925,754
Liabilities. Value of benefit claims payable at end of year2015-09-30$4,429,554
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$24,098
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$31,392
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$15,831,541
Aggregate carrying amount (costs) on sale of assets2015-09-30$15,593,420
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30FISCHER DORWART, P.C.
Accountancy firm EIN2015-09-30232247478
2014 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$-766,399
Total unrealized appreciation/depreciation of assets2014-09-30$-766,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$4,948,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$5,299,578
Total income from all sources (including contributions)2014-09-30$22,857,330
Total loss/gain on sale of assets2014-09-30$1,536,317
Total of all expenses incurred2014-09-30$24,575,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$23,071,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$21,176,671
Value of total assets at end of year2014-09-30$27,757,235
Value of total assets at beginning of year2014-09-30$29,826,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,504,148
Total interest from all sources2014-09-30$841,477
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$69,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$342,975
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$76,400
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$980,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$105,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$102,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$4,821,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$5,182,126
Administrative expenses (other) incurred2014-09-30$1,092,664
Liabilities. Value of operating payables at end of year2014-09-30$127,544
Liabilities. Value of operating payables at beginning of year2014-09-30$117,452
Total non interest bearing cash at end of year2014-09-30$793,616
Total non interest bearing cash at beginning of year2014-09-30$247,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-1,718,228
Value of net assets at end of year (total assets less liabilities)2014-09-30$22,808,522
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$24,526,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$68,509
Income. Interest from US Government securities2014-09-30$840,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$411,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$1,247,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$1,247,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$1,097
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$2,189,585
Asset value of US Government securities at end of year2014-09-30$20,331,416
Asset value of US Government securities at beginning of year2014-09-30$21,253,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$20,120,027
Employer contributions (assets) at end of year2014-09-30$1,158,346
Employer contributions (assets) at beginning of year2014-09-30$1,313,337
Income. Dividends from common stock2014-09-30$69,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$20,881,825
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$4,925,754
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$5,622,612
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$31,392
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$40,030
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$9,202,438
Aggregate carrying amount (costs) on sale of assets2014-09-30$7,666,121
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30FISCHER DORWART, P.C.
Accountancy firm EIN2014-09-30232247478
2013 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$55,929
Total unrealized appreciation/depreciation of assets2013-09-30$55,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$5,299,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$6,404,930
Total income from all sources (including contributions)2013-09-30$22,570,236
Total loss/gain on sale of assets2013-09-30$480,579
Total of all expenses incurred2013-09-30$26,139,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$24,641,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$20,947,186
Value of total assets at end of year2013-09-30$29,826,328
Value of total assets at beginning of year2013-09-30$34,500,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,497,434
Total interest from all sources2013-09-30$1,001,524
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$85,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$321,056
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$77,400
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$2,186,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$102,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$120,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$5,182,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$6,270,156
Administrative expenses (other) incurred2013-09-30$1,104,531
Liabilities. Value of operating payables at end of year2013-09-30$117,452
Liabilities. Value of operating payables at beginning of year2013-09-30$134,774
Total non interest bearing cash at end of year2013-09-30$247,179
Total non interest bearing cash at beginning of year2013-09-30$425,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-3,569,127
Value of net assets at end of year (total assets less liabilities)2013-09-30$24,526,750
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$28,095,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$71,847
Income. Interest from US Government securities2013-09-30$998,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$1,247,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$1,499,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$1,499,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$3,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$406,375
Asset value of US Government securities at end of year2013-09-30$21,253,513
Asset value of US Government securities at beginning of year2013-09-30$24,933,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$18,683,246
Employer contributions (assets) at end of year2013-09-30$1,313,337
Employer contributions (assets) at beginning of year2013-09-30$1,134,994
Income. Dividends from common stock2013-09-30$85,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$24,235,554
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$5,622,612
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$6,331,337
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$40,030
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$56,202
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$6,516,613
Aggregate carrying amount (costs) on sale of assets2013-09-30$6,036,034
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30FISCHER DORWART, P.C.
Accountancy firm EIN2013-09-30232247478
2012 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$629,142
Total unrealized appreciation/depreciation of assets2012-09-30$629,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$6,404,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$6,252,496
Total income from all sources (including contributions)2012-09-30$24,489,714
Total loss/gain on sale of assets2012-09-30$491,203
Total of all expenses incurred2012-09-30$29,876,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$28,316,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$21,900,683
Value of total assets at end of year2012-09-30$34,500,807
Value of total assets at beginning of year2012-09-30$39,735,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,559,727
Total interest from all sources2012-09-30$1,354,855
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$113,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$253,122
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$75,700
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$2,337,567
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$120,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$173,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$6,270,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$6,095,311
Administrative expenses (other) incurred2012-09-30$1,228,984
Liabilities. Value of operating payables at end of year2012-09-30$134,774
Liabilities. Value of operating payables at beginning of year2012-09-30$157,185
Total non interest bearing cash at end of year2012-09-30$425,071
Total non interest bearing cash at beginning of year2012-09-30$494,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$-5,386,761
Value of net assets at end of year (total assets less liabilities)2012-09-30$28,095,877
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$33,482,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$77,621
Interest earned on other investments2012-09-30$91,008
Income. Interest from US Government securities2012-09-30$1,258,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$1,499,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$2,825,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$2,825,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$5,389
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$443,217
Asset value of US Government securities at end of year2012-09-30$24,933,873
Asset value of US Government securities at beginning of year2012-09-30$29,095,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$19,487,416
Employer contributions (assets) at end of year2012-09-30$1,134,994
Employer contributions (assets) at beginning of year2012-09-30$1,217,565
Income. Dividends from common stock2012-09-30$113,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$27,873,531
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$6,331,337
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$5,854,579
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$56,202
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$74,538
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$11,277,811
Aggregate carrying amount (costs) on sale of assets2012-09-30$10,786,608
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30FISCHER DORWART, P.C.
Accountancy firm EIN2012-09-30232247478
2011 : IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-1,774,776
Total unrealized appreciation/depreciation of assets2011-09-30$-1,774,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$6,252,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$6,774,721
Total income from all sources (including contributions)2011-09-30$23,787,407
Total loss/gain on sale of assets2011-09-30$904,075
Total of all expenses incurred2011-09-30$27,911,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$26,383,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$22,825,919
Value of total assets at end of year2011-09-30$39,735,134
Value of total assets at beginning of year2011-09-30$44,381,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,528,799
Total interest from all sources2011-09-30$1,743,872
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$88,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$207,025
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$72,400
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$3,232,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$173,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$361,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$6,095,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$6,633,357
Administrative expenses (other) incurred2011-09-30$1,242,331
Liabilities. Value of operating payables at end of year2011-09-30$157,185
Liabilities. Value of operating payables at beginning of year2011-09-30$141,364
Total non interest bearing cash at end of year2011-09-30$494,416
Total non interest bearing cash at beginning of year2011-09-30$861,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-4,124,521
Value of net assets at end of year (total assets less liabilities)2011-09-30$33,482,638
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$37,607,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$79,443
Interest earned on other investments2011-09-30$167,601
Income. Interest from US Government securities2011-09-30$1,542,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$2,825,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$1,589,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$1,589,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$34,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$421,409
Asset value of US Government securities at end of year2011-09-30$29,095,134
Asset value of US Government securities at beginning of year2011-09-30$32,276,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$19,520,783
Employer contributions (assets) at end of year2011-09-30$1,217,565
Employer contributions (assets) at beginning of year2011-09-30$1,090,489
Income. Dividends from common stock2011-09-30$88,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$25,961,720
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$5,854,579
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$8,109,636
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$74,538
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$92,157
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$18,117,063
Aggregate carrying amount (costs) on sale of assets2011-09-30$17,212,988
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30FISCHER DORWART, P.C.
Accountancy firm EIN2011-09-30232247478

Form 5500 Responses for IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN

2021: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: IRON WORKERS DIST. COUNCIL PHILADELPHIA & VICINITY HEALTH BENEFITS PLAN 2008 form 5500 responses
2008-10-01Type of plan entityMulti-employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10536
Policy instance 4
Insurance contract or identification numberSL10536
Number of Individuals Covered1367
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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
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 $662,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberIW0709
Policy instance 3
Insurance contract or identification numberIW0709
Number of Individuals Covered1367
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,317,479
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 number30HS02
Policy instance 2
Insurance contract or identification number30HS02
Number of Individuals Covered1367
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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 BenefitYes
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 $117,867
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 number26AP15
Policy instance 1
Insurance contract or identification number26AP15
Number of Individuals Covered1367
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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 BenefitYes
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 $240,939
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 number30HS02
Policy instance 1
Insurance contract or identification number30HS02
Number of Individuals Covered1338
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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 BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $125,341
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 number26AP15
Policy instance 2
Insurance contract or identification number26AP15
Number of Individuals Covered1338
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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 BenefitYes
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 $265,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberIW0709
Policy instance 3
Insurance contract or identification numberIW0709
Number of Individuals Covered1421
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,249,158
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 numberSL 1087
Policy instance 4
Insurance contract or identification numberSL 1087
Number of Individuals Covered1537
Insurance policy start date2020-10-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $34,102
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 $568,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,102
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10536
Policy instance 5
Insurance contract or identification numberSL10536
Number of Individuals Covered1401
Insurance policy start date2021-07-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $9,716
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 $161,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,716
Amount paid for insurance broker fees0
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1087
Policy instance 4
Insurance contract or identification numberSL 1087
Number of Individuals Covered1495
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $44,666
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 $744,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberIW0709
Policy instance 3
Insurance contract or identification numberIW0709
Number of Individuals Covered1788
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,597,687
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 number26AP15
Policy instance 2
Insurance contract or identification number26AP15
Number of Individuals Covered1495
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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 BenefitYes
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 $289,699
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 number30HS02
Policy instance 1
Insurance contract or identification number30HS02
Number of Individuals Covered1495
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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 BenefitYes
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 $114,495
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 number30HS02
Policy instance 1
Insurance contract or identification number30HS02
Number of Individuals Covered1625
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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 BenefitYes
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 $113,396
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 number26AP15
Policy instance 2
Insurance contract or identification number26AP15
Number of Individuals Covered1625
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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 BenefitYes
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 $296,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberIW0709
Policy instance 3
Insurance contract or identification numberIW0709
Number of Individuals Covered1762
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,601,237
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 numberSL 1087
Policy instance 4
Insurance contract or identification numberSL 1087
Number of Individuals Covered1625
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $48,128
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 $802,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,128
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number30HS02
Policy instance 3
Insurance contract or identification number30HS02
Number of Individuals Covered1788
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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 BenefitYes
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 $143,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELIO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28231 )
Policy contract numberIW0709
Policy instance 4
Insurance contract or identification numberIW0709
Number of Individuals Covered1788
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,914,916
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 number26AP15
Policy instance 2
Insurance contract or identification number26AP15
Number of Individuals Covered1788
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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 BenefitYes
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 $262,569
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 numberSL 1087
Policy instance 1
Insurance contract or identification numberSL 1087
Number of Individuals Covered1788
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $31,596
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 $526,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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