?>
Logo

WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 401k Plan overview

Plan NameWELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO
Plan identification number 501

WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

UTILITY WORKER'S UNION OF AMERICA 102 has sponsored the creation of one or more 401k plans.

Company Name:UTILITY WORKER'S UNION OF AMERICA 102
Employer identification number (EIN):250907050
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01
5012015-05-01BEN WILKINSON
5012014-05-01ROBERT WHALEN
5012013-05-01ROBERT WHALEN
5012012-05-01ROBERT T WHALEN ROBERT T WHALEN2013-07-02
5012011-08-01ROBERT T WHALEN ROBERT T WHALEN2012-11-26
5012010-08-01ROBERT T WHALEN ROBERT T WHALEN2012-03-13
5012009-08-01ROBERT T WHALEN ROBERT T WHALEN2011-05-05

Plan Statistics for WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

401k plan membership statisitcs for WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

Measure Date Value
2021: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2021 401k membership
Total participants, beginning-of-year2021-01-011,543
Total number of active participants reported on line 7a of the Form 55002021-01-011,426
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,426
2020: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2020 401k membership
Total participants, beginning-of-year2020-01-011,566
Total number of active participants reported on line 7a of the Form 55002020-01-011,543
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,543
2019: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2019 401k membership
Total participants, beginning-of-year2019-01-011,689
Total number of active participants reported on line 7a of the Form 55002019-01-011,566
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,566
2018: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2018 401k membership
Total participants, beginning-of-year2018-01-011,848
Total number of active participants reported on line 7a of the Form 55002018-01-011,689
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,689
2017: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2017 401k membership
Total participants, beginning-of-year2017-01-011,878
Total number of active participants reported on line 7a of the Form 55002017-01-011,848
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,848
2015: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2015 401k membership
Total participants, beginning-of-year2015-05-011,878
Total number of active participants reported on line 7a of the Form 55002015-05-011,582
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-011,582
2014: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2014 401k membership
Total participants, beginning-of-year2014-05-012,063
Total number of active participants reported on line 7a of the Form 55002014-05-011,878
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-011,878
2013: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2013 401k membership
Total participants, beginning-of-year2013-05-011,075
Total number of active participants reported on line 7a of the Form 55002013-05-012,063
Total of all active and inactive participants2013-05-012,063
2012: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2012 401k membership
Total participants, beginning-of-year2012-05-011,073
Total number of active participants reported on line 7a of the Form 55002012-05-011,075
Total of all active and inactive participants2012-05-011,075
2011: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2011 401k membership
Total participants, beginning-of-year2011-08-011,111
Total number of active participants reported on line 7a of the Form 55002011-08-011,073
Total of all active and inactive participants2011-08-011,073
2010: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2010 401k membership
Total participants, beginning-of-year2010-08-011,119
Total number of active participants reported on line 7a of the Form 55002010-08-011,111
Total of all active and inactive participants2010-08-011,111
2009: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2009 401k membership
Total participants, beginning-of-year2009-08-011,158
Total number of active participants reported on line 7a of the Form 55002009-08-011,119
Total of all active and inactive participants2009-08-011,119

Financial Data on WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

Measure Date Value
2021 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2021 401k financial data
Total income from all sources2021-12-31$8,457,867
Expenses. Total of all expenses incurred2021-12-31$8,457,867
Benefits paid (including direct rollovers)2021-12-31$8,182,210
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$0
Other income received2021-12-31$8,457,867
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$275,657
2020 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2020 401k financial data
Total income from all sources2020-12-31$11,889,558
Expenses. Total of all expenses incurred2020-12-31$11,889,558
Benefits paid (including direct rollovers)2020-12-31$11,488,454
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$0
Other income received2020-12-31$11,889,558
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$401,104
2019 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2019 401k financial data
Total income from all sources2019-12-31$13,658,155
Expenses. Total of all expenses incurred2019-12-31$13,658,155
Benefits paid (including direct rollovers)2019-12-31$13,216,003
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$0
Other income received2019-12-31$13,658,155
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$442,152
2016 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2016 401k financial data
Total income from all sources2016-04-30$13,223,102
Expenses. Total of all expenses incurred2016-04-30$13,223,102
Benefits paid (including direct rollovers)2016-04-30$13,223,102
Total plan assets at end of year2016-04-30$0
Total plan assets at beginning of year2016-04-30$0
Other income received2016-04-30$13,223,102
Net plan assets at end of year (total assets less liabilities)2016-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$0
2015 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2015 401k financial data
Total income from all sources2015-04-30$13,498,360
Expenses. Total of all expenses incurred2015-04-30$13,498,360
Benefits paid (including direct rollovers)2015-04-30$13,498,360
Total plan assets at end of year2015-04-30$0
Total plan assets at beginning of year2015-04-30$0
Other income received2015-04-30$13,498,360
Net plan assets at end of year (total assets less liabilities)2015-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$0
2014 : WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2014 401k financial data
Total income from all sources2014-04-30$13,871,822
Expenses. Total of all expenses incurred2014-04-30$13,871,822
Benefits paid (including direct rollovers)2014-04-30$13,871,822
Total plan assets at end of year2014-04-30$0
Total plan assets at beginning of year2014-04-30$0
Other income received2014-04-30$13,871,822
Net plan assets at end of year (total assets less liabilities)2014-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$0

Form 5500 Responses for WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO

2021: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – General assets of the sponsorYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – General assets of the sponsorYes
2014: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – General assets of the sponsorYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – General assets of the sponsorYes
2013: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – General assets of the sponsorYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – General assets of the sponsorYes
2012: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-08-01Plan is a collectively bargained planYes
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2010: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Plan is a collectively bargained planYes
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – InsuranceYes
2009: WELFARE PLAN FOR MEMBERS OF UWUA SYSTEM LOCAL 102 AFL-CIO 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Plan is a collectively bargained planYes
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1426
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $275,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $253,888
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1543
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $401,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $401,104
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1566
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered3961
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $415,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $415,757
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered3961
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $410,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1582
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Welfare Benefit Premiums Paid to CarrierUSD $13,223,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered1878
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Welfare Benefit Premiums Paid to CarrierUSD $13,498,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number049796002
Policy instance 1
Insurance contract or identification number049796002
Number of Individuals Covered2063
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Welfare Benefit Premiums Paid to CarrierUSD $13,871,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 1
Insurance contract or identification number04979600
Number of Individuals Covered2514
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Welfare Benefit Premiums Paid to CarrierUSD $11,556,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 2
Insurance contract or identification number04979600
Number of Individuals Covered2514
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Welfare Benefit Premiums Paid to CarrierUSD $2,498,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 2
Insurance contract or identification number04979600
Number of Individuals Covered2509
Insurance policy start date2011-08-01
Insurance policy end date2012-04-30
Welfare Benefit Premiums Paid to CarrierUSD $1,843,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 1
Insurance contract or identification number04979600
Number of Individuals Covered2509
Insurance policy start date2011-08-01
Insurance policy end date2012-04-30
Welfare Benefit Premiums Paid to CarrierUSD $8,440,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 2
Insurance contract or identification number04979600
Number of Individuals Covered2544
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Welfare Benefit Premiums Paid to CarrierUSD $2,381,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number04979600
Policy instance 1
Insurance contract or identification number04979600
Number of Individuals Covered2595
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,899,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3