BOARD OF TRUSTEES ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND
Measure | Date | Value |
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2022 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,518,279 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-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 assets | 2022-12-31 | $-565,274 |
Total of all expenses incurred | 2022-12-31 | $9,856,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $25,746,909 |
Value of total assets at beginning of year | 2022-12-31 | $25,023,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $383,988 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $92,111 |
Administrative expenses professional fees incurred | 2022-12-31 | $109,364 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,737,792 |
Participant contributions at end of year | 2022-12-31 | $2,325 |
Participant contributions at beginning of year | 2022-12-31 | $7,026 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,992,037 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $1,427,112 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $3,358,364 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,856 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $8,665 |
Administrative expenses (other) incurred | 2022-12-31 | $48,268 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $234,636 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $3,210,876 |
Total non interest bearing cash at end of year | 2022-12-31 | $6,262,146 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $108,756 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,481,396 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,675,869 |
Interest earned on other investments | 2022-12-31 | $4,456 |
Income. Interest from US Government securities | 2022-12-31 | $70,197 |
Income. Interest from corporate debt instruments | 2022-12-31 | $60,137 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $758,455 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $203,752 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 benefits | 2022-12-31 | $8,622,208 |
Asset value of US Government securities at end of year | 2022-12-31 | $3,104,629 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $13,827,337 |
Employer contributions (assets) at end of year | 2022-12-31 | $876,140 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,647,541 |
Income. Dividends from common stock | 2022-12-31 | $63,945 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $337,264 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $1,942,937 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $2,544,440 |
Contract administrator fees | 2022-12-31 | $117,600 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $6,829,380 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $5,331,879 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $889,505 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $901,793 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $70,352 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $14,999 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $5,415,913 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $5,981,187 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2022-12-31 | 270889793 |
2021 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $552,099 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $196,118 |
Total of all expenses incurred | 2021-12-31 | $9,579,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $25,023,306 |
Value of total assets at beginning of year | 2021-12-31 | $15,889,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $362,981 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $46,245 |
Administrative expenses professional fees incurred | 2021-12-31 | $109,333 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,897,658 |
Participant contributions at end of year | 2021-12-31 | $7,026 |
Participant contributions at beginning of year | 2021-12-31 | $3,649 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $362,912 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $3,358,364 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,303,197 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $8,665 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $5,492 |
Administrative expenses (other) incurred | 2021-12-31 | $51,996 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $3,210,876 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $977,742 |
Total non interest bearing cash at end of year | 2021-12-31 | $6,855,444 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $84,052 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,675,869 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,567,115 |
Interest earned on other investments | 2021-12-31 | $4,632 |
Income. Interest from US Government securities | 2021-12-31 | $48,252 |
Income. Interest from corporate debt instruments | 2021-12-31 | $64,916 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $203,752 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $238,778 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 benefits | 2021-12-31 | $8,547,688 |
Asset value of US Government securities at end of year | 2021-12-31 | $2,021,080 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $13,217,309 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,647,541 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,198,048 |
Income. Dividends from common stock | 2021-12-31 | $49,576 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $268,285 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $2,544,440 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $2,485,726 |
Contract administrator fees | 2021-12-31 | $117,600 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $5,331,879 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $4,743,576 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $901,793 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $576,643 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $14,999 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $10,973 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $4,986,476 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $4,790,358 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2021-12-31 | 270889793 |
2020 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,107,093 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $48,446 |
Total of all expenses incurred | 2020-12-31 | $10,598,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $15,889,871 |
Value of total assets at beginning of year | 2020-12-31 | $14,771,069 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $403,614 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $26,586 |
Administrative expenses professional fees incurred | 2020-12-31 | $182,485 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,848,759 |
Participant contributions at end of year | 2020-12-31 | $3,649 |
Participant contributions at beginning of year | 2020-12-31 | $2,670 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $396,802 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $2,303,197 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,062,863 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $5,492 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $9,077 |
Administrative expenses (other) incurred | 2020-12-31 | $31,937 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $977,742 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $585,673 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,255,344 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $71,592 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,567,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,418,702 |
Interest earned on other investments | 2020-12-31 | $700 |
Income. Interest from US Government securities | 2020-12-31 | $49,285 |
Income. Interest from corporate debt instruments | 2020-12-31 | $64,076 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $238,778 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $151,430 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 benefits | 2020-12-31 | $9,790,337 |
Asset value of US Government securities at end of year | 2020-12-31 | $1,686,663 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $8,373,786 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,198,048 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,051,603 |
Income. Dividends from common stock | 2020-12-31 | $41,730 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,091 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $2,485,726 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $1,640,779 |
Contract administrator fees | 2020-12-31 | $117,600 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $4,743,576 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $3,969,347 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $576,643 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $868,436 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $10,973 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $13,303 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $6,670,718 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $6,622,272 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2020-12-31 | 270889793 |
2019 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $857,782 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $236,035 |
Total of all expenses incurred | 2019-12-31 | $9,918,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $14,771,069 |
Value of total assets at beginning of year | 2019-12-31 | $12,107,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $391,089 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $35,289 |
Administrative expenses professional fees incurred | 2019-12-31 | $180,458 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,703,639 |
Participant contributions at end of year | 2019-12-31 | $2,670 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $1,062,863 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $893,716 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $9,077 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $7,925 |
Administrative expenses (other) incurred | 2019-12-31 | $43,822 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $585,673 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $522,895 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,927,755 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $65,980 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,418,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,265,679 |
Income. Interest from US Government securities | 2019-12-31 | $61,581 |
Income. Interest from corporate debt instruments | 2019-12-31 | $60,168 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $151,430 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $246,497 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 benefits | 2019-12-31 | $9,088,931 |
Asset value of US Government securities at end of year | 2019-12-31 | $2,532,617 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $9,446,987 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,051,603 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $985,584 |
Income. Dividends from common stock | 2019-12-31 | $52,254 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $22,208 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $1,640,779 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $1,563,079 |
Contract administrator fees | 2019-12-31 | $100,829 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $3,969,347 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $2,910,743 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $868,436 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $870,665 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $13,303 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $11,845 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $5,178,217 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $4,942,182 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2019-12-31 | 270889793 |
2018 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-330,689 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 assets | 2018-12-31 | $75,628 |
Total of all expenses incurred | 2018-12-31 | $11,278,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $12,107,340 |
Value of total assets at beginning of year | 2018-12-31 | $11,867,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $375,874 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $42,699 |
Administrative expenses professional fees incurred | 2018-12-31 | $167,552 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,726,122 |
Participant contributions at end of year | 2018-12-31 | $1,193 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $893,716 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $942,459 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $7,925 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $22,117 |
Administrative expenses (other) incurred | 2018-12-31 | $46,848 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $522,895 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $177,920 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,873,694 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $61,031 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,265,679 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,350,552 |
Income. Interest from US Government securities | 2018-12-31 | $54,947 |
Income. Interest from corporate debt instruments | 2018-12-31 | $59,057 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $246,497 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $149,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 benefits | 2018-12-31 | $10,473,195 |
Asset value of US Government securities at end of year | 2018-12-31 | $2,355,310 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $8,967,581 |
Employer contributions (assets) at end of year | 2018-12-31 | $985,584 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $750,170 |
Income. Dividends from common stock | 2018-12-31 | $44,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $25,893 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $1,563,079 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $2,157,848 |
Contract administrator fees | 2018-12-31 | $100,443 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $2,910,743 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $4,038,377 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $870,665 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $249,391 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $11,845 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $20,159 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $5,845,099 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $5,769,471 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2018-12-31 | 270889793 |
2017 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $612,778 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $454,041 |
Total of all expenses incurred | 2017-12-31 | $10,330,991 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $11,867,318 |
Value of total assets at beginning of year | 2017-12-31 | $13,021,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $310,513 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $34,689 |
Administrative expenses professional fees incurred | 2017-12-31 | $101,222 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,763,546 |
Participant contributions at end of year | 2017-12-31 | $1,121 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $942,459 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $344,080 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $22,117 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $12,653 |
Administrative expenses (other) incurred | 2017-12-31 | $48,193 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $177,920 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $66,556 |
Total non interest bearing cash at end of year | 2017-12-31 | $534,372 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $69,559 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,350,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,709,698 |
Income. Interest from US Government securities | 2017-12-31 | $51,052 |
Income. Interest from corporate debt instruments | 2017-12-31 | $69,654 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $149,377 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $252,082 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 benefits | 2017-12-31 | $9,662,341 |
Asset value of US Government securities at end of year | 2017-12-31 | $1,922,883 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $6,756,068 |
Employer contributions (assets) at end of year | 2017-12-31 | $750,170 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $586,383 |
Income. Dividends from common stock | 2017-12-31 | $67,226 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $23,817 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $2,157,848 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $2,725,275 |
Contract administrator fees | 2017-12-31 | $91,539 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $4,038,377 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $4,654,381 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $249,391 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,077,409 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $20,159 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $10,804 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $8,294,231 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $7,840,190 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2017-12-31 | 270889793 |
2016 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $7,975 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $142,482 |
Total of all expenses incurred | 2016-12-31 | $11,660,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $13,021,655 |
Value of total assets at beginning of year | 2016-12-31 | $15,316,632 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $368,673 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $37,029 |
Administrative expenses professional fees incurred | 2016-12-31 | $131,841 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,671,132 |
Participant contributions at end of year | 2016-12-31 | $5,931 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $344,080 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $364,565 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $12,653 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $16,303 |
Administrative expenses (other) incurred | 2016-12-31 | $77,794 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $66,556 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $156,305 |
Total non interest bearing cash at end of year | 2016-12-31 | $642,687 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $74,935 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,709,698 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,182,013 |
Income. Interest from US Government securities | 2016-12-31 | $72,867 |
Income. Interest from corporate debt instruments | 2016-12-31 | $62,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $252,082 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $153,624 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 benefits | 2016-12-31 | $10,922,289 |
Asset value of US Government securities at end of year | 2016-12-31 | $2,090,334 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $7,039,278 |
Employer contributions (assets) at end of year | 2016-12-31 | $586,383 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $540,454 |
Income. Dividends from common stock | 2016-12-31 | $61,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $14,133 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $2,725,275 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $886,143 |
Contract administrator fees | 2016-12-31 | $84,103 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $4,654,381 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $4,266,868 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,077,409 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $830,590 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $10,804 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $4,434 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $8,161,848 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $8,019,366 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2016-12-31 | 270889793 |
2015 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-184,001 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $-157,323 |
Total of all expenses incurred | 2015-12-31 | $10,753,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $15,316,632 |
Value of total assets at beginning of year | 2015-12-31 | $17,434,291 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $343,520 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $138,302 |
Administrative expenses professional fees incurred | 2015-12-31 | $88,834 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,547,380 |
Participant contributions at end of year | 2015-12-31 | $800 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $364,565 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $124,643 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $16,303 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $14,079 |
Administrative expenses (other) incurred | 2015-12-31 | $99,699 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $156,305 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $420,537 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,063,554 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $75,570 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,182,013 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,799,192 |
Income. Interest from US Government securities | 2015-12-31 | $75,626 |
Income. Interest from corporate debt instruments | 2015-12-31 | $28,253 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $153,624 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $288,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 benefits | 2015-12-31 | $10,057,262 |
Asset value of US Government securities at end of year | 2015-12-31 | $2,854,177 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $7,359,230 |
Employer contributions (assets) at end of year | 2015-12-31 | $540,454 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $811,918 |
Income. Dividends from common stock | 2015-12-31 | $63,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $50,237 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $886,143 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $803,150 |
Contract administrator fees | 2015-12-31 | $79,417 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $4,266,868 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $5,028,514 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $830,590 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $549,423 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $4,434 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $7,549 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $5,238,268 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $5,395,591 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2015-12-31 | 270889793 |
2014 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $9,799 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $355,738 |
Total of all expenses incurred | 2014-12-31 | $9,458,183 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $17,434,291 |
Value of total assets at beginning of year | 2014-12-31 | $17,190,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $372,185 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $286,021 |
Administrative expenses professional fees incurred | 2014-12-31 | $101,763 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,489,859 |
Participant contributions at end of year | 2014-12-31 | $2,576 |
Participant contributions at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $124,643 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $198,816 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $14,079 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $8,510 |
Administrative expenses (other) incurred | 2014-12-31 | $118,110 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $420,537 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $494,086 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,756,055 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $76,336 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,799,192 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,596,772 |
Income. Interest from US Government securities | 2014-12-31 | $70,831 |
Income. Interest from corporate debt instruments | 2014-12-31 | $28,069 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $288,871 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $455,041 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 benefits | 2014-12-31 | $8,760,772 |
Asset value of US Government securities at end of year | 2014-12-31 | $2,811,823 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,005,353 |
Employer contributions (assets) at end of year | 2014-12-31 | $811,918 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $779,001 |
Income. Dividends from common stock | 2014-12-31 | $70,114 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $15,766 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $803,150 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $822,958 |
Contract administrator fees | 2014-12-31 | $75,976 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $5,028,514 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $5,080,817 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $549,423 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $944,805 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $7,549 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $3,427 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $4,953,259 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $4,597,521 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2014-12-31 | 270889793 |
2013 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $916,992 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $174,112 |
Total of all expenses incurred | 2013-12-31 | $9,528,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $17,190,542 |
Value of total assets at beginning of year | 2013-12-31 | $14,717,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $246,578 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $204,908 |
Administrative expenses professional fees incurred | 2013-12-31 | $71,367 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,484,539 |
Participant contributions at end of year | 2013-12-31 | $1,260 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $198,816 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $150,807 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $8,510 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $27,015 |
Administrative expenses (other) incurred | 2013-12-31 | $33,895 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $494,086 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $57,309 |
Total non interest bearing cash at end of year | 2013-12-31 | $2,546,856 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $69,387 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,596,772 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,841,252 |
Income. Interest from US Government securities | 2013-12-31 | $84,279 |
Income. Interest from corporate debt instruments | 2013-12-31 | $39,410 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $455,041 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $386,918 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 benefits | 2013-12-31 | $8,979,443 |
Asset value of US Government securities at end of year | 2013-12-31 | $1,705,594 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $7,645,860 |
Employer contributions (assets) at end of year | 2013-12-31 | $779,001 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $551,193 |
Income. Dividends from common stock | 2013-12-31 | $60,041 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $29,894 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $822,958 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $1,413,897 |
Contract administrator fees | 2013-12-31 | $71,929 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $5,080,817 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $4,242,529 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $944,805 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $3,364 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $3,427 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $5,409 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $5,586,057 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $5,411,945 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2013-12-31 | 270889793 |
2012 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $372,892 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $440,938 |
Total of all expenses incurred | 2012-12-31 | $9,125,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $14,717,313 |
Value of total assets at beginning of year | 2012-12-31 | $14,754,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $268,014 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $190,756 |
Administrative expenses professional fees incurred | 2012-12-31 | $80,636 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,457,757 |
Participant contributions at end of year | 2012-12-31 | $12,678 |
Participant contributions at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $150,807 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $116,281 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $27,015 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $16,188 |
Administrative expenses (other) incurred | 2012-12-31 | $46,018 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $57,309 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $63,124 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,794,780 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $72,451 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,841,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,016,012 |
Income. Interest from US Government securities | 2012-12-31 | $87,943 |
Income. Interest from corporate debt instruments | 2012-12-31 | $49,477 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $386,918 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $288,135 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 benefits | 2012-12-31 | $8,607,509 |
Asset value of US Government securities at end of year | 2012-12-31 | $2,317,850 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $6,031,804 |
Employer contributions (assets) at end of year | 2012-12-31 | $551,193 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $574,449 |
Income. Dividends from common stock | 2012-12-31 | $67,437 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $25,134 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $1,413,897 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $1,063,805 |
Contract administrator fees | 2012-12-31 | $68,909 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $4,242,529 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $4,990,583 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $3,364 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $6,966 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $5,409 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $5,225 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $8,628,527 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $8,187,589 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2012-12-31 | 270889793 |
2011 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-180,402 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $14,246 |
Total of all expenses incurred | 2011-12-31 | $9,613,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $14,754,678 |
Value of total assets at beginning of year | 2011-12-31 | $16,319,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $252,313 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $250,938 |
Administrative expenses professional fees incurred | 2011-12-31 | $72,538 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,332,365 |
Participant contributions at end of year | 2011-12-31 | $7,475 |
Participant contributions at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $116,281 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $81,952 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $16,188 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $18,521 |
Administrative expenses (other) incurred | 2011-12-31 | $39,462 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $63,124 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $551,778 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,115,327 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $76,803 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,016,012 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,829,490 |
Income. Interest from US Government securities | 2011-12-31 | $93,388 |
Income. Interest from corporate debt instruments | 2011-12-31 | $56,488 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $288,135 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $482,986 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 benefits | 2011-12-31 | $9,081,995 |
Asset value of US Government securities at end of year | 2011-12-31 | $2,577,386 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $7,092,843 |
Employer contributions (assets) at end of year | 2011-12-31 | $574,449 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $874,784 |
Income. Dividends from common stock | 2011-12-31 | $77,014 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $60,215 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $1,063,805 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $1,146,546 |
Contract administrator fees | 2011-12-31 | $63,510 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $4,990,583 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $4,701,024 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $6,966 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $6,580 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $5,225 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $29,230 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $7,529,271 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $7,515,025 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2011-12-31 | 270889793 |
2010 : ASBESTOS WORKERS LOCAL UNION 2 WELFARE FUND 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $551,902 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $204,959 |
Total of all expenses incurred | 2010-12-31 | $8,799,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $16,319,909 |
Value of total assets at beginning of year | 2010-12-31 | $14,723,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $234,386 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $64,804 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,187,452 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Participant contributions at end of year | 2010-12-31 | $4,623 |
Participant contributions at beginning of year | 2010-12-31 | $5,537 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $81,952 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $136,570 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $18,521 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $37,777 |
Administrative expenses (other) incurred | 2010-12-31 | $36,499 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $551,778 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $281,308 |
Total non interest bearing cash at end of year | 2010-12-31 | $2,002,584 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $73,064 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,829,490 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,576,631 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $109,291 |
Income. Interest from corporate debt instruments | 2010-12-31 | $49,908 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $482,986 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $209,709 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $8,256,602 |
Asset value of US Government securities at end of year | 2010-12-31 | $3,166,690 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $7,749,741 |
Employer contributions (assets) at end of year | 2010-12-31 | $874,784 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $667,179 |
Income. Dividends from common stock | 2010-12-31 | $57,629 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $45,149 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $1,146,546 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $1,284,431 |
Contract administrator fees | 2010-12-31 | $60,019 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $4,701,024 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $4,290,929 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $6,580 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $29,230 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $590,646 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $5,439,512 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $5,234,553 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DICLAUDIO & KRAMER, LLC |
Accountancy firm EIN | 2010-12-31 | 270889793 |
HIGHMARK CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35599 ) |
Policy contract number | CN06551002 |
Policy instance | 4 |
Insurance contract or identification number | CN06551002 | Number of Individuals Covered | 1131 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3607 |
Policy instance | 3 |
Insurance contract or identification number | 3607 | Number of Individuals Covered | 1122 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | AE467341 |
Policy instance | 2 |
Insurance contract or identification number | AE467341 | Number of Individuals Covered | 265 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 1 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 40 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | AE467341 |
Policy instance | 2 |
Insurance contract or identification number | AE467341 | Number of Individuals Covered | 255 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 1 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 43 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3607 |
Policy instance | 3 |
Insurance contract or identification number | 3607 | Number of Individuals Covered | 1299 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | CN06551002 |
Policy instance | 4 |
Insurance contract or identification number | CN06551002 | Number of Individuals Covered | 1308 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 1 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 45 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | AE467341 |
Policy instance | 2 |
Insurance contract or identification number | AE467341 | Number of Individuals Covered | 255 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3607 |
Policy instance | 3 |
Insurance contract or identification number | 3607 | Number of Individuals Covered | 1267 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3338352 |
Policy instance | 4 |
Insurance contract or identification number | 3338352 | Number of Individuals Covered | 1361 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3338352 |
Policy instance | 4 |
Insurance contract or identification number | 3338352 | Number of Individuals Covered | 1455 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3607 |
Policy instance | 3 |
Insurance contract or identification number | 3607 | Number of Individuals Covered | 1310 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | AE467341 |
Policy instance | 2 |
Insurance contract or identification number | AE467341 | Number of Individuals Covered | 251 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 1 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 63 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3607 |
Policy instance | 4 |
Insurance contract or identification number | 3607 | Number of Individuals Covered | 1192 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 1 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 65 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 14054 |
Policy instance | 2 |
Insurance contract or identification number | 14054 | Number of Individuals Covered | 240 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3338352 |
Policy instance | 5 |
Insurance contract or identification number | 3338352 | Number of Individuals Covered | 1429 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | MC0131600 |
Policy instance | 3 |
Insurance contract or identification number | MC0131600 | Number of Individuals Covered | 14 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3338352 |
Policy instance | 5 |
Insurance contract or identification number | 3338352 | Number of Individuals Covered | 1357 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | MC0131600 |
Policy instance | 3 |
Insurance contract or identification number | MC0131600 | Number of Individuals Covered | 16 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 14054 |
Policy instance | 2 |
Insurance contract or identification number | 14054 | Number of Individuals Covered | 225 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 1 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 74 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3607 |
Policy instance | 4 |
Insurance contract or identification number | 3607 | Number of Individuals Covered | 556 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3338352 |
Policy instance | 5 |
Insurance contract or identification number | 3338352 | Number of Individuals Covered | 1470 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 1 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 91 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 14054 |
Policy instance | 2 |
Insurance contract or identification number | 14054 | Number of Individuals Covered | 195 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 19342 |
Policy instance | 3 |
Insurance contract or identification number | 19342 | Number of Individuals Covered | 16 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3607 |
Policy instance | 4 |
Insurance contract or identification number | 3607 | Number of Individuals Covered | 1385 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3607 |
Policy instance | 5 |
Insurance contract or identification number | 3607 | Number of Individuals Covered | 1261 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 14054 |
Policy instance | 3 |
Insurance contract or identification number | 14054 | Number of Individuals Covered | 184 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 19342 |
Policy instance | 2 |
Insurance contract or identification number | 19342 | Number of Individuals Covered | 0 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 1 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 101 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 19342 |
Policy instance | 4 |
Insurance contract or identification number | 19342 | Number of Individuals Covered | 729 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 19342 |
Policy instance | 4 |
Insurance contract or identification number | 19342 | Number of Individuals Covered | 1341 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 19342 |
Policy instance | 2 |
Insurance contract or identification number | 19342 | Number of Individuals Covered | 1351 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 14054 |
Policy instance | 3 |
Insurance contract or identification number | 14054 | Number of Individuals Covered | 176 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 1 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 104 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 008812 |
Policy instance | 2 |
Insurance contract or identification number | 008812 | Number of Individuals Covered | 19 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 14054 |
Policy instance | 5 |
Insurance contract or identification number | 14054 | Number of Individuals Covered | 171 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 008812 |
Policy instance | 4 |
Insurance contract or identification number | 008812 | Number of Individuals Covered | 1258 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 3 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 109 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 11129 |
Policy instance | 1 |
Insurance contract or identification number | 11129 | Number of Individuals Covered | 1214 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3225 |
Policy instance | 1 |
Insurance contract or identification number | 3225 | Number of Individuals Covered | 1244 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 008812 |
Policy instance | 3 |
Insurance contract or identification number | 008812 | Number of Individuals Covered | 1454 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 14054 |
Policy instance | 4 |
Insurance contract or identification number | 14054 | Number of Individuals Covered | 167 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 251754-000 |
Policy instance | 2 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 111 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 008812301 |
Policy instance | 1 |
Insurance contract or identification number | 008812301 | Number of Individuals Covered | 205 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 008812302 |
Policy instance | 2 |
Insurance contract or identification number | 008812302 | Number of Individuals Covered | 174 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 number | 3225 |
Policy instance | 3 |
Insurance contract or identification number | 3225 | Number of Individuals Covered | 1219 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $291,588 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 ) |
Policy contract number | 008812900 |
Policy instance | 5 |
Insurance contract or identification number | 008812900 | Number of Individuals Covered | 2 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $34,246 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 ) |
Policy contract number | 251754-000 |
Policy instance | 6 |
Insurance contract or identification number | 251754-000 | Number of Individuals Covered | 111 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $18,955 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 ) |
Policy contract number | 008812001 |
Policy instance | 7 |
Insurance contract or identification number | 008812001 | Number of Individuals Covered | 84 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $3,159 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
Policy contract number | 14054 |
Policy instance | 8 |
Insurance contract or identification number | 14054 | Number of Individuals Covered | 164 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $691,044 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 ) |
Policy contract number | 008812300 |
Policy instance | 9 |
Insurance contract or identification number | 008812300 | Number of Individuals Covered | 918 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $4,421,903 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 ) |
Policy contract number | 008812303 |
Policy instance | 4 |
Insurance contract or identification number | 008812303 | Number of Individuals Covered | 23 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $262,085 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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