?>
Logo

ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 401k Plan overview

Plan NameASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND
Plan identification number 501

ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND
Employer identification number (EIN):256030310
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JAMES CASSIDY2023-09-28 MICHAEL LANGSDORF2023-09-28
5012021-01-01JAMES CASSIDY2022-10-11 JAMES BURNHAM2022-10-12
5012020-01-01JAMES CASSIDY2021-10-12 JAMES BURNHAM2021-10-12
5012019-01-01JAMES CASSIDY2020-09-24 JAMES BURNHAM, JR.2020-09-24
5012018-01-01JAMES CASSIDY2019-08-13 JAMES BURNHAM, JR.2019-08-13
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01JAMES CASSIDY
5012013-01-01JAMES CASSIDY
5012012-01-01JAMES CASSIDY
5012011-01-01JAMES CASSIDY
5012010-01-01KEVIN CROWLEY
5012009-01-01UNION TRUSTEE
5012009-01-01UNION TRUSTEE

Plan Statistics for ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND

401k plan membership statisitcs for ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND

Measure Date Value
2022: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01759
Total number of active participants reported on line 7a of the Form 55002022-01-01443
Number of retired or separated participants receiving benefits2022-01-01300
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01743
Number of employers contributing to the scheme2022-01-0141
2021: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01725
Total number of active participants reported on line 7a of the Form 55002021-01-01453
Number of retired or separated participants receiving benefits2021-01-01306
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01759
Number of employers contributing to the scheme2021-01-0141
2020: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01752
Total number of active participants reported on line 7a of the Form 55002020-01-01406
Number of retired or separated participants receiving benefits2020-01-01319
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01725
Number of employers contributing to the scheme2020-01-0141
2019: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01735
Total number of active participants reported on line 7a of the Form 55002019-01-01432
Number of retired or separated participants receiving benefits2019-01-01320
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01752
Number of employers contributing to the scheme2019-01-0137
2018: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01691
Total number of active participants reported on line 7a of the Form 55002018-01-01409
Number of retired or separated participants receiving benefits2018-01-01326
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01735
Number of employers contributing to the scheme2018-01-0137
2017: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01724
Total number of active participants reported on line 7a of the Form 55002017-01-01368
Number of retired or separated participants receiving benefits2017-01-01323
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01691
Number of employers contributing to the scheme2017-01-0132
2016: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01699
Total number of active participants reported on line 7a of the Form 55002016-01-01427
Number of retired or separated participants receiving benefits2016-01-01297
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01724
Number of employers contributing to the scheme2016-01-0131
2015: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01670
Total number of active participants reported on line 7a of the Form 55002015-01-01446
Number of retired or separated participants receiving benefits2015-01-01253
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01699
Number of employers contributing to the scheme2015-01-0131
2014: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01638
Total number of active participants reported on line 7a of the Form 55002014-01-01400
Number of retired or separated participants receiving benefits2014-01-01270
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01670
Number of employers contributing to the scheme2014-01-0133
2013: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01603
Total number of active participants reported on line 7a of the Form 55002013-01-01380
Number of retired or separated participants receiving benefits2013-01-01258
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01638
Number of employers contributing to the scheme2013-01-0137
2012: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01672
Total number of active participants reported on line 7a of the Form 55002012-01-01355
Number of retired or separated participants receiving benefits2012-01-01248
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01603
Number of employers contributing to the scheme2012-01-0139
2011: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01656
Total number of active participants reported on line 7a of the Form 55002011-01-01426
Number of retired or separated participants receiving benefits2011-01-01246
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01672
Number of employers contributing to the scheme2011-01-0138
2010: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01658
Total number of active participants reported on line 7a of the Form 55002010-01-01403
Number of retired or separated participants receiving benefits2010-01-01253
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01656
Number of employers contributing to the scheme2010-01-0141
2009: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01658
Total number of active participants reported on line 7a of the Form 55002009-01-01439
Number of retired or separated participants receiving benefits2009-01-01219
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01658

Financial Data on ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND

Measure Date Value
2022 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,518,279
Total unrealized appreciation/depreciation of assets2022-12-31$-1,518,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,126,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,121,334
Total income from all sources (including contributions)2022-12-31$13,574,699
Total loss/gain on sale of assets2022-12-31$-565,274
Total of all expenses incurred2022-12-31$9,856,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,472,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,565,129
Value of total assets at end of year2022-12-31$25,746,909
Value of total assets at beginning of year2022-12-31$25,023,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$383,988
Total interest from all sources2022-12-31$143,452
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$156,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$92,111
Administrative expenses professional fees incurred2022-12-31$109,364
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,737,792
Participant contributions at end of year2022-12-31$2,325
Participant contributions at beginning of year2022-12-31$7,026
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,992,037
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$362,912
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$513,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,427,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,358,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$8,665
Administrative expenses (other) incurred2022-12-31$48,268
Liabilities. Value of operating payables at end of year2022-12-31$234,636
Liabilities. Value of operating payables at beginning of year2022-12-31$3,210,876
Total non interest bearing cash at end of year2022-12-31$6,262,146
Total non interest bearing cash at beginning of year2022-12-31$6,855,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$3,717,940
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,619,912
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,901,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$108,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,481,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,675,869
Interest earned on other investments2022-12-31$4,456
Income. Interest from US Government securities2022-12-31$70,197
Income. Interest from corporate debt instruments2022-12-31$60,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$758,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$203,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$203,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,662
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$8,622,208
Asset value of US Government securities at end of year2022-12-31$3,104,629
Asset value of US Government securities at beginning of year2022-12-31$2,021,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-206,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,827,337
Employer contributions (assets) at end of year2022-12-31$876,140
Employer contributions (assets) at beginning of year2022-12-31$2,647,541
Income. Dividends from common stock2022-12-31$63,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$337,264
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$1,942,937
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,544,440
Contract administrator fees2022-12-31$117,600
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$6,829,380
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$5,331,879
Liabilities. Value of benefit claims payable at end of year2022-12-31$889,505
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$901,793
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$70,352
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$14,999
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,415,913
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,981,187
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2022-12-31270889793
2021 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$552,099
Total unrealized appreciation/depreciation of assets2021-12-31$552,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,121,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,559,877
Total income from all sources (including contributions)2021-12-31$16,151,804
Total loss/gain on sale of assets2021-12-31$196,118
Total of all expenses incurred2021-12-31$9,579,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,216,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,114,967
Value of total assets at end of year2021-12-31$25,023,306
Value of total assets at beginning of year2021-12-31$15,889,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$362,981
Total interest from all sources2021-12-31$117,858
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$95,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$46,245
Administrative expenses professional fees incurred2021-12-31$109,333
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,897,658
Participant contributions at end of year2021-12-31$7,026
Participant contributions at beginning of year2021-12-31$3,649
Assets. Other investments not covered elsewhere at end of year2021-12-31$362,912
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$396,802
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$400,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,358,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,303,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$8,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,492
Administrative expenses (other) incurred2021-12-31$51,996
Liabilities. Value of operating payables at end of year2021-12-31$3,210,876
Liabilities. Value of operating payables at beginning of year2021-12-31$977,742
Total non interest bearing cash at end of year2021-12-31$6,855,444
Total non interest bearing cash at beginning of year2021-12-31$1,255,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,571,978
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,901,972
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,329,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$84,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,675,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,567,115
Interest earned on other investments2021-12-31$4,632
Income. Interest from US Government securities2021-12-31$48,252
Income. Interest from corporate debt instruments2021-12-31$64,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$203,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$238,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$238,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$58
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$8,547,688
Asset value of US Government securities at end of year2021-12-31$2,021,080
Asset value of US Government securities at beginning of year2021-12-31$1,686,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$74,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,217,309
Employer contributions (assets) at end of year2021-12-31$2,647,541
Employer contributions (assets) at beginning of year2021-12-31$1,198,048
Income. Dividends from common stock2021-12-31$49,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$268,285
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,544,440
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,485,726
Contract administrator fees2021-12-31$117,600
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$5,331,879
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,743,576
Liabilities. Value of benefit claims payable at end of year2021-12-31$901,793
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$576,643
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$14,999
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$10,973
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,986,476
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,790,358
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2021-12-31270889793
2020 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,107,093
Total unrealized appreciation/depreciation of assets2020-12-31$1,107,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,559,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,463,186
Total income from all sources (including contributions)2020-12-31$11,620,458
Total loss/gain on sale of assets2020-12-31$48,446
Total of all expenses incurred2020-12-31$10,598,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,194,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,222,545
Value of total assets at end of year2020-12-31$15,889,871
Value of total assets at beginning of year2020-12-31$14,771,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$403,614
Total interest from all sources2020-12-31$114,835
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$68,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$26,586
Administrative expenses professional fees incurred2020-12-31$182,485
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,848,759
Participant contributions at end of year2020-12-31$3,649
Participant contributions at beginning of year2020-12-31$2,670
Assets. Other investments not covered elsewhere at end of year2020-12-31$396,802
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$402,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,303,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,062,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,077
Administrative expenses (other) incurred2020-12-31$31,937
Liabilities. Value of operating payables at end of year2020-12-31$977,742
Liabilities. Value of operating payables at beginning of year2020-12-31$585,673
Total non interest bearing cash at end of year2020-12-31$1,255,344
Total non interest bearing cash at beginning of year2020-12-31$1,927,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,022,111
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,329,994
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,307,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$71,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,567,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,418,702
Interest earned on other investments2020-12-31$700
Income. Interest from US Government securities2020-12-31$49,285
Income. Interest from corporate debt instruments2020-12-31$64,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$238,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$151,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$151,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$774
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$9,790,337
Asset value of US Government securities at end of year2020-12-31$1,686,663
Asset value of US Government securities at beginning of year2020-12-31$2,532,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$59,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,373,786
Employer contributions (assets) at end of year2020-12-31$1,198,048
Employer contributions (assets) at beginning of year2020-12-31$2,051,603
Income. Dividends from common stock2020-12-31$41,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,091
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,485,726
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,640,779
Contract administrator fees2020-12-31$117,600
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4,743,576
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,969,347
Liabilities. Value of benefit claims payable at end of year2020-12-31$576,643
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$868,436
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$10,973
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$13,303
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$6,670,718
Aggregate carrying amount (costs) on sale of assets2020-12-31$6,622,272
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2020-12-31270889793
2019 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$857,782
Total unrealized appreciation/depreciation of assets2019-12-31$857,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,463,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,401,485
Total income from all sources (including contributions)2019-12-31$12,520,815
Total loss/gain on sale of assets2019-12-31$236,035
Total of all expenses incurred2019-12-31$9,918,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,527,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,150,626
Value of total assets at end of year2019-12-31$14,771,069
Value of total assets at beginning of year2019-12-31$12,107,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$391,089
Total interest from all sources2019-12-31$126,613
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$35,289
Administrative expenses professional fees incurred2019-12-31$180,458
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,703,639
Participant contributions at end of year2019-12-31$2,670
Participant contributions at beginning of year2019-12-31$1,193
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$416,559
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,062,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$893,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,925
Administrative expenses (other) incurred2019-12-31$43,822
Liabilities. Value of operating payables at end of year2019-12-31$585,673
Liabilities. Value of operating payables at beginning of year2019-12-31$522,895
Total non interest bearing cash at end of year2019-12-31$1,927,755
Total non interest bearing cash at beginning of year2019-12-31$1,873,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,602,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,307,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,705,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$65,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,418,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,265,679
Income. Interest from US Government securities2019-12-31$61,581
Income. Interest from corporate debt instruments2019-12-31$60,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$151,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$246,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$246,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,864
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$9,088,931
Asset value of US Government securities at end of year2019-12-31$2,532,617
Asset value of US Government securities at beginning of year2019-12-31$2,355,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$62,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,446,987
Employer contributions (assets) at end of year2019-12-31$2,051,603
Employer contributions (assets) at beginning of year2019-12-31$985,584
Income. Dividends from common stock2019-12-31$52,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,208
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,640,779
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,563,079
Contract administrator fees2019-12-31$100,829
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,969,347
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,910,743
Liabilities. Value of benefit claims payable at end of year2019-12-31$868,436
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$870,665
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$13,303
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$11,845
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,178,217
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,942,182
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2019-12-31270889793
2018 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-330,689
Total unrealized appreciation/depreciation of assets2018-12-31$-330,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,401,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$449,428
Total income from all sources (including contributions)2018-12-31$10,566,120
Total loss/gain on sale of assets2018-12-31$75,628
Total of all expenses incurred2018-12-31$11,278,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,902,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,693,703
Value of total assets at end of year2018-12-31$12,107,340
Value of total assets at beginning of year2018-12-31$11,867,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$375,874
Total interest from all sources2018-12-31$118,284
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$87,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$42,699
Administrative expenses professional fees incurred2018-12-31$167,552
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,726,122
Participant contributions at end of year2018-12-31$1,193
Participant contributions at beginning of year2018-12-31$1,121
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$403,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$893,716
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$942,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$22,117
Administrative expenses (other) incurred2018-12-31$46,848
Liabilities. Value of operating payables at end of year2018-12-31$522,895
Liabilities. Value of operating payables at beginning of year2018-12-31$177,920
Total non interest bearing cash at end of year2018-12-31$1,873,694
Total non interest bearing cash at beginning of year2018-12-31$534,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-712,035
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,705,855
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,417,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$61,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,265,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,350,552
Income. Interest from US Government securities2018-12-31$54,947
Income. Interest from corporate debt instruments2018-12-31$59,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$246,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$149,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$149,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,280
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$10,473,195
Asset value of US Government securities at end of year2018-12-31$2,355,310
Asset value of US Government securities at beginning of year2018-12-31$1,922,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-77,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,967,581
Employer contributions (assets) at end of year2018-12-31$985,584
Employer contributions (assets) at beginning of year2018-12-31$750,170
Income. Dividends from common stock2018-12-31$44,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$25,893
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,563,079
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,157,848
Contract administrator fees2018-12-31$100,443
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,910,743
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,038,377
Liabilities. Value of benefit claims payable at end of year2018-12-31$870,665
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$249,391
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$11,845
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$20,159
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$5,845,099
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,769,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2018-12-31270889793
2017 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$612,778
Total unrealized appreciation/depreciation of assets2017-12-31$612,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$449,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,156,618
Total income from all sources (including contributions)2017-12-31$9,883,844
Total loss/gain on sale of assets2017-12-31$454,041
Total of all expenses incurred2017-12-31$10,330,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,020,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,519,614
Value of total assets at end of year2017-12-31$11,867,318
Value of total assets at beginning of year2017-12-31$13,021,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$310,513
Total interest from all sources2017-12-31$122,613
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$101,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$34,689
Administrative expenses professional fees incurred2017-12-31$101,222
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,763,546
Participant contributions at end of year2017-12-31$1,121
Participant contributions at beginning of year2017-12-31$5,931
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$334,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$942,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$344,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$22,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$12,653
Administrative expenses (other) incurred2017-12-31$48,193
Liabilities. Value of operating payables at end of year2017-12-31$177,920
Liabilities. Value of operating payables at beginning of year2017-12-31$66,556
Total non interest bearing cash at end of year2017-12-31$534,372
Total non interest bearing cash at beginning of year2017-12-31$642,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-447,147
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,417,890
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,865,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$69,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,350,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,709,698
Income. Interest from US Government securities2017-12-31$51,052
Income. Interest from corporate debt instruments2017-12-31$69,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$149,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$252,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$252,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,907
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$9,662,341
Asset value of US Government securities at end of year2017-12-31$1,922,883
Asset value of US Government securities at beginning of year2017-12-31$2,090,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$72,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,756,068
Employer contributions (assets) at end of year2017-12-31$750,170
Employer contributions (assets) at beginning of year2017-12-31$586,383
Income. Dividends from common stock2017-12-31$67,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,817
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,157,848
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,725,275
Contract administrator fees2017-12-31$91,539
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,038,377
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,654,381
Liabilities. Value of benefit claims payable at end of year2017-12-31$249,391
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,077,409
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$20,159
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$10,804
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,294,231
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,840,190
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2017-12-31270889793
2016 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$7,975
Total unrealized appreciation/depreciation of assets2016-12-31$7,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,156,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,003,198
Total income from all sources (including contributions)2016-12-31$9,211,736
Total loss/gain on sale of assets2016-12-31$142,482
Total of all expenses incurred2016-12-31$11,660,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,291,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,710,410
Value of total assets at end of year2016-12-31$13,021,655
Value of total assets at beginning of year2016-12-31$15,316,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$368,673
Total interest from all sources2016-12-31$136,170
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$98,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$37,029
Administrative expenses professional fees incurred2016-12-31$131,841
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,671,132
Participant contributions at end of year2016-12-31$5,931
Participant contributions at beginning of year2016-12-31$800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$355,038
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$344,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$364,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$12,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,303
Administrative expenses (other) incurred2016-12-31$77,794
Liabilities. Value of operating payables at end of year2016-12-31$66,556
Liabilities. Value of operating payables at beginning of year2016-12-31$156,305
Total non interest bearing cash at end of year2016-12-31$642,687
Total non interest bearing cash at beginning of year2016-12-31$1,063,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,448,397
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,865,037
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,313,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$74,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,709,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,182,013
Income. Interest from US Government securities2016-12-31$72,867
Income. Interest from corporate debt instruments2016-12-31$62,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$252,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$153,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$153,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$926
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$10,922,289
Asset value of US Government securities at end of year2016-12-31$2,090,334
Asset value of US Government securities at beginning of year2016-12-31$2,854,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$116,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,039,278
Employer contributions (assets) at end of year2016-12-31$586,383
Employer contributions (assets) at beginning of year2016-12-31$540,454
Income. Dividends from common stock2016-12-31$61,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,133
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,725,275
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$886,143
Contract administrator fees2016-12-31$84,103
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,654,381
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,266,868
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,077,409
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$830,590
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$10,804
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$4,434
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$8,161,848
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,019,366
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2016-12-31270889793
2015 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-184,001
Total unrealized appreciation/depreciation of assets2015-12-31$-184,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,003,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$984,039
Total income from all sources (including contributions)2015-12-31$8,617,109
Total loss/gain on sale of assets2015-12-31$-157,323
Total of all expenses incurred2015-12-31$10,753,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,410,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,906,610
Value of total assets at end of year2015-12-31$15,316,632
Value of total assets at beginning of year2015-12-31$17,434,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$343,520
Total interest from all sources2015-12-31$103,984
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$202,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$138,302
Administrative expenses professional fees incurred2015-12-31$88,834
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,547,380
Participant contributions at end of year2015-12-31$800
Participant contributions at beginning of year2015-12-31$2,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$302,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$364,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$124,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,079
Administrative expenses (other) incurred2015-12-31$99,699
Liabilities. Value of operating payables at end of year2015-12-31$156,305
Liabilities. Value of operating payables at beginning of year2015-12-31$420,537
Total non interest bearing cash at end of year2015-12-31$1,063,554
Total non interest bearing cash at beginning of year2015-12-31$1,756,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,136,818
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,313,434
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,450,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$75,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,182,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,799,192
Income. Interest from US Government securities2015-12-31$75,626
Income. Interest from corporate debt instruments2015-12-31$28,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$153,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$288,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$288,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$105
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$10,057,262
Asset value of US Government securities at end of year2015-12-31$2,854,177
Asset value of US Government securities at beginning of year2015-12-31$2,811,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-254,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,359,230
Employer contributions (assets) at end of year2015-12-31$540,454
Employer contributions (assets) at beginning of year2015-12-31$811,918
Income. Dividends from common stock2015-12-31$63,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$50,237
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$886,143
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$803,150
Contract administrator fees2015-12-31$79,417
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,266,868
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,028,514
Liabilities. Value of benefit claims payable at end of year2015-12-31$830,590
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$549,423
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$4,434
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$7,549
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,238,268
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,395,591
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2015-12-31270889793
2014 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$9,799
Total unrealized appreciation/depreciation of assets2014-12-31$9,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$984,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,447,401
Total income from all sources (including contributions)2014-12-31$10,165,294
Total loss/gain on sale of assets2014-12-31$355,738
Total of all expenses incurred2014-12-31$9,458,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,085,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,495,212
Value of total assets at end of year2014-12-31$17,434,291
Value of total assets at beginning of year2014-12-31$17,190,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$372,185
Total interest from all sources2014-12-31$98,917
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$356,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$286,021
Administrative expenses professional fees incurred2014-12-31$101,763
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,489,859
Participant contributions at end of year2014-12-31$2,576
Participant contributions at beginning of year2014-12-31$1,260
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$309,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$124,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$198,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,510
Administrative expenses (other) incurred2014-12-31$118,110
Liabilities. Value of operating payables at end of year2014-12-31$420,537
Liabilities. Value of operating payables at beginning of year2014-12-31$494,086
Total non interest bearing cash at end of year2014-12-31$1,756,055
Total non interest bearing cash at beginning of year2014-12-31$2,546,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$707,111
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,450,252
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,743,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$76,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,799,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,596,772
Income. Interest from US Government securities2014-12-31$70,831
Income. Interest from corporate debt instruments2014-12-31$28,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$288,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$455,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$455,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$17
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,760,772
Asset value of US Government securities at end of year2014-12-31$2,811,823
Asset value of US Government securities at beginning of year2014-12-31$1,705,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-150,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,005,353
Employer contributions (assets) at end of year2014-12-31$811,918
Employer contributions (assets) at beginning of year2014-12-31$779,001
Income. Dividends from common stock2014-12-31$70,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,766
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$803,150
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$822,958
Contract administrator fees2014-12-31$75,976
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,028,514
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,080,817
Liabilities. Value of benefit claims payable at end of year2014-12-31$549,423
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$944,805
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$7,549
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$3,427
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$4,953,259
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,597,521
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2014-12-31270889793
2013 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$916,992
Total unrealized appreciation/depreciation of assets2013-12-31$916,992
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,447,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$87,688
Total income from all sources (including contributions)2013-12-31$10,641,627
Total loss/gain on sale of assets2013-12-31$174,112
Total of all expenses incurred2013-12-31$9,528,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,281,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,130,399
Value of total assets at end of year2013-12-31$17,190,542
Value of total assets at beginning of year2013-12-31$14,717,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$246,578
Total interest from all sources2013-12-31$123,698
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$264,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$204,908
Administrative expenses professional fees incurred2013-12-31$71,367
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,484,539
Participant contributions at end of year2013-12-31$1,260
Participant contributions at beginning of year2013-12-31$12,678
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$272,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$198,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$150,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$27,015
Administrative expenses (other) incurred2013-12-31$33,895
Liabilities. Value of operating payables at end of year2013-12-31$494,086
Liabilities. Value of operating payables at beginning of year2013-12-31$57,309
Total non interest bearing cash at end of year2013-12-31$2,546,856
Total non interest bearing cash at beginning of year2013-12-31$1,794,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,113,516
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,743,141
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,629,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$69,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,596,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,841,252
Income. Interest from US Government securities2013-12-31$84,279
Income. Interest from corporate debt instruments2013-12-31$39,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$455,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$386,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$386,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$8,979,443
Asset value of US Government securities at end of year2013-12-31$1,705,594
Asset value of US Government securities at beginning of year2013-12-31$2,317,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$31,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,645,860
Employer contributions (assets) at end of year2013-12-31$779,001
Employer contributions (assets) at beginning of year2013-12-31$551,193
Income. Dividends from common stock2013-12-31$60,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,894
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$822,958
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,413,897
Contract administrator fees2013-12-31$71,929
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,080,817
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,242,529
Liabilities. Value of benefit claims payable at end of year2013-12-31$944,805
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,364
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$3,427
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$5,409
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,586,057
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,411,945
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2013-12-31270889793
2012 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$372,892
Total unrealized appreciation/depreciation of assets2012-12-31$372,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$87,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$86,278
Total income from all sources (including contributions)2012-12-31$9,087,031
Total loss/gain on sale of assets2012-12-31$440,938
Total of all expenses incurred2012-12-31$9,125,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,857,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,489,561
Value of total assets at end of year2012-12-31$14,717,313
Value of total assets at beginning of year2012-12-31$14,754,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$268,014
Total interest from all sources2012-12-31$137,427
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$258,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$190,756
Administrative expenses professional fees incurred2012-12-31$80,636
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,457,757
Participant contributions at end of year2012-12-31$12,678
Participant contributions at beginning of year2012-12-31$7,475
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$225,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$150,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$116,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$27,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,188
Administrative expenses (other) incurred2012-12-31$46,018
Liabilities. Value of operating payables at end of year2012-12-31$57,309
Liabilities. Value of operating payables at beginning of year2012-12-31$63,124
Total non interest bearing cash at end of year2012-12-31$1,794,780
Total non interest bearing cash at beginning of year2012-12-31$1,115,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-38,775
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,629,625
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,668,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$72,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,841,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,016,012
Income. Interest from US Government securities2012-12-31$87,943
Income. Interest from corporate debt instruments2012-12-31$49,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$386,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$288,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$288,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$8,607,509
Asset value of US Government securities at end of year2012-12-31$2,317,850
Asset value of US Government securities at beginning of year2012-12-31$2,577,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$388,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,031,804
Employer contributions (assets) at end of year2012-12-31$551,193
Employer contributions (assets) at beginning of year2012-12-31$574,449
Income. Dividends from common stock2012-12-31$67,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,134
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,413,897
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,063,805
Contract administrator fees2012-12-31$68,909
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,242,529
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,990,583
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,364
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$6,966
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$5,409
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$5,225
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$8,628,527
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,187,589
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2012-12-31270889793
2011 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-180,402
Total unrealized appreciation/depreciation of assets2011-12-31$-180,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$86,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$576,879
Total income from all sources (including contributions)2011-12-31$8,539,284
Total loss/gain on sale of assets2011-12-31$14,246
Total of all expenses incurred2011-12-31$9,613,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,361,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,425,208
Value of total assets at end of year2011-12-31$14,754,678
Value of total assets at beginning of year2011-12-31$16,319,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$252,313
Total interest from all sources2011-12-31$149,877
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$327,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$250,938
Administrative expenses professional fees incurred2011-12-31$72,538
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,332,365
Participant contributions at end of year2011-12-31$7,475
Participant contributions at beginning of year2011-12-31$4,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$219,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$116,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$81,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$18,521
Administrative expenses (other) incurred2011-12-31$39,462
Liabilities. Value of operating payables at end of year2011-12-31$63,124
Liabilities. Value of operating payables at beginning of year2011-12-31$551,778
Total non interest bearing cash at end of year2011-12-31$1,115,327
Total non interest bearing cash at beginning of year2011-12-31$2,002,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,074,630
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,668,400
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,743,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$76,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,016,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,829,490
Income. Interest from US Government securities2011-12-31$93,388
Income. Interest from corporate debt instruments2011-12-31$56,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$288,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$482,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$482,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$9,081,995
Asset value of US Government securities at end of year2011-12-31$2,577,386
Asset value of US Government securities at beginning of year2011-12-31$3,166,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-197,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,092,843
Employer contributions (assets) at end of year2011-12-31$574,449
Employer contributions (assets) at beginning of year2011-12-31$874,784
Income. Dividends from common stock2011-12-31$77,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$60,215
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,063,805
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,146,546
Contract administrator fees2011-12-31$63,510
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,990,583
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,701,024
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,966
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$6,580
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$5,225
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$29,230
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$7,529,271
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,515,025
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2011-12-31270889793
2010 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$551,902
Total unrealized appreciation/depreciation of assets2010-12-31$551,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$576,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$319,085
Total income from all sources (including contributions)2010-12-31$10,137,868
Total loss/gain on sale of assets2010-12-31$204,959
Total of all expenses incurred2010-12-31$8,799,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,564,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,937,193
Value of total assets at end of year2010-12-31$16,319,909
Value of total assets at beginning of year2010-12-31$14,723,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$234,386
Total interest from all sources2010-12-31$159,389
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$57,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$64,804
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,187,452
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$4,623
Participant contributions at beginning of year2010-12-31$5,537
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$262,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$81,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$136,570
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$18,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$37,777
Administrative expenses (other) incurred2010-12-31$36,499
Liabilities. Value of operating payables at end of year2010-12-31$551,778
Liabilities. Value of operating payables at beginning of year2010-12-31$281,308
Total non interest bearing cash at end of year2010-12-31$2,002,584
Total non interest bearing cash at beginning of year2010-12-31$1,292,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,338,780
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,743,030
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,404,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$73,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,829,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,576,631
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Income. Interest from US Government securities2010-12-31$109,291
Income. Interest from corporate debt instruments2010-12-31$49,908
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$482,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$209,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$209,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$190
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$8,256,602
Asset value of US Government securities at end of year2010-12-31$3,166,690
Asset value of US Government securities at beginning of year2010-12-31$2,669,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$226,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$7,749,741
Employer contributions (assets) at end of year2010-12-31$874,784
Employer contributions (assets) at beginning of year2010-12-31$667,179
Income. Dividends from common stock2010-12-31$57,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$45,149
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,146,546
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,284,431
Contract administrator fees2010-12-31$60,019
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,701,024
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,290,929
Liabilities. Value of benefit claims payable at end of year2010-12-31$6,580
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$29,230
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$590,646
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$5,439,512
Aggregate carrying amount (costs) on sale of assets2010-12-31$5,234,553
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2010-12-31270889793

Form 5500 Responses for ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND

2022: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HIGHMARK CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35599 )
Policy contract numberCN06551002
Policy instance 4
Insurance contract or identification numberCN06551002
Number of Individuals Covered1131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $402,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3607
Policy instance 3
Insurance contract or identification number3607
Number of Individuals Covered1122
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $60,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberAE467341
Policy instance 2
Insurance contract or identification numberAE467341
Number of Individuals Covered265
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $601,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 1
Insurance contract or identification number251754-000
Number of Individuals Covered40
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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 $10,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberAE467341
Policy instance 2
Insurance contract or identification numberAE467341
Number of Individuals Covered255
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $567,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 1
Insurance contract or identification number251754-000
Number of Individuals Covered43
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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 $10,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3607
Policy instance 3
Insurance contract or identification number3607
Number of Individuals Covered1299
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $60,051
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35599 )
Policy contract numberCN06551002
Policy instance 4
Insurance contract or identification numberCN06551002
Number of Individuals Covered1308
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $375,192
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 1
Insurance contract or identification number251754-000
Number of Individuals Covered45
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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 $12,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberAE467341
Policy instance 2
Insurance contract or identification numberAE467341
Number of Individuals Covered255
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $584,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3607
Policy instance 3
Insurance contract or identification number3607
Number of Individuals Covered1267
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $63,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3338352
Policy instance 4
Insurance contract or identification number3338352
Number of Individuals Covered1361
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $352,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3338352
Policy instance 4
Insurance contract or identification number3338352
Number of Individuals Covered1455
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $325,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3607
Policy instance 3
Insurance contract or identification number3607
Number of Individuals Covered1310
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $67,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberAE467341
Policy instance 2
Insurance contract or identification numberAE467341
Number of Individuals Covered251
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $447,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 1
Insurance contract or identification number251754-000
Number of Individuals Covered63
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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 $15,291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3607
Policy instance 4
Insurance contract or identification number3607
Number of Individuals Covered1192
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $61,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 1
Insurance contract or identification number251754-000
Number of Individuals Covered65
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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 $16,247
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 number14054
Policy instance 2
Insurance contract or identification number14054
Number of Individuals Covered240
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,023,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3338352
Policy instance 5
Insurance contract or identification number3338352
Number of Individuals Covered1429
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $248,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract numberMC0131600
Policy instance 3
Insurance contract or identification numberMC0131600
Number of Individuals Covered14
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $63,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3338352
Policy instance 5
Insurance contract or identification number3338352
Number of Individuals Covered1357
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $238,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract numberMC0131600
Policy instance 3
Insurance contract or identification numberMC0131600
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $69,935
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 number14054
Policy instance 2
Insurance contract or identification number14054
Number of Individuals Covered225
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $964,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 1
Insurance contract or identification number251754-000
Number of Individuals Covered74
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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 $17,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3607
Policy instance 4
Insurance contract or identification number3607
Number of Individuals Covered556
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $57,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3338352
Policy instance 5
Insurance contract or identification number3338352
Number of Individuals Covered1470
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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 $235,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 1
Insurance contract or identification number251754-000
Number of Individuals Covered91
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $18,730
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 number14054
Policy instance 2
Insurance contract or identification number14054
Number of Individuals Covered195
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $916,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number19342
Policy instance 3
Insurance contract or identification number19342
Number of Individuals Covered16
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $59,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3607
Policy instance 4
Insurance contract or identification number3607
Number of Individuals Covered1385
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $57,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3607
Policy instance 5
Insurance contract or identification number3607
Number of Individuals Covered1261
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $31,658
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 number14054
Policy instance 3
Insurance contract or identification number14054
Number of Individuals Covered184
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $872,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number19342
Policy instance 2
Insurance contract or identification number19342
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $146,062
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 1
Insurance contract or identification number251754-000
Number of Individuals Covered101
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $20,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number19342
Policy instance 4
Insurance contract or identification number19342
Number of Individuals Covered729
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $96,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number19342
Policy instance 4
Insurance contract or identification number19342
Number of Individuals Covered1341
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $92,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number19342
Policy instance 2
Insurance contract or identification number19342
Number of Individuals Covered1351
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $343,390
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 number14054
Policy instance 3
Insurance contract or identification number14054
Number of Individuals Covered176
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $795,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 1
Insurance contract or identification number251754-000
Number of Individuals Covered104
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )
Policy contract number008812
Policy instance 2
Insurance contract or identification number008812
Number of Individuals Covered19
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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 $61,700
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 number14054
Policy instance 5
Insurance contract or identification number14054
Number of Individuals Covered171
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $769,920
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )
Policy contract number008812
Policy instance 4
Insurance contract or identification number008812
Number of Individuals Covered1258
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,454,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 3
Insurance contract or identification number251754-000
Number of Individuals Covered109
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number11129
Policy instance 1
Insurance contract or identification number11129
Number of Individuals Covered1214
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $301,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3225
Policy instance 1
Insurance contract or identification number3225
Number of Individuals Covered1244
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $298,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )
Policy contract number008812
Policy instance 3
Insurance contract or identification number008812
Number of Individuals Covered1454
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,038,169
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 number14054
Policy instance 4
Insurance contract or identification number14054
Number of Individuals Covered167
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $725,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 2
Insurance contract or identification number251754-000
Number of Individuals Covered111
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number008812301
Policy instance 1
Insurance contract or identification number008812301
Number of Individuals Covered205
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,296,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number008812302
Policy instance 2
Insurance contract or identification number008812302
Number of Individuals Covered174
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,176,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3225
Policy instance 3
Insurance contract or identification number3225
Number of Individuals Covered1219
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $291,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number008812900
Policy instance 5
Insurance contract or identification number008812900
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $34,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )
Policy contract number251754-000
Policy instance 6
Insurance contract or identification number251754-000
Number of Individuals Covered111
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $18,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number008812001
Policy instance 7
Insurance contract or identification number008812001
Number of Individuals Covered84
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,159
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 number14054
Policy instance 8
Insurance contract or identification number14054
Number of Individuals Covered164
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $691,044
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number008812300
Policy instance 9
Insurance contract or identification number008812300
Number of Individuals Covered918
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,421,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number008812303
Policy instance 4
Insurance contract or identification number008812303
Number of Individuals Covered23
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $262,085
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