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IRON WORKERS OF WESTERN PA WELFARE PLAN 401k Plan overview

Plan NameIRON WORKERS OF WESTERN PA WELFARE PLAN
Plan identification number 501

IRON WORKERS OF WESTERN PA WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES IRON WORKERS WELFARE PLAN OF WESTERN PA has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IRON WORKERS WELFARE PLAN OF WESTERN PA
Employer identification number (EIN):256181473
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS OF WESTERN PA WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01GREGORY BERNARDING2023-07-28
5012021-01-01GREGORY BERNARDING2022-07-29 DANIELLE HARSHMAN2022-07-29
5012020-01-01GREGORY BERNARDING2021-07-23 DANIELLE HARSHMAN2021-07-23
5012019-01-01GREGORY BERNARDING2020-07-27 DANIELLE HARSHMAN2020-07-28
5012018-01-01
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01GREGORY CHRISTY
5012013-01-01GREGORY CHRISTY
5012012-01-01GREGORY CHRISTY
5012011-01-01MARK THOMAS
5012009-01-01MARK THOMAS

Plan Statistics for IRON WORKERS OF WESTERN PA WELFARE PLAN

401k plan membership statisitcs for IRON WORKERS OF WESTERN PA WELFARE PLAN

Measure Date Value
2022: IRON WORKERS OF WESTERN PA WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,396
Total number of active participants reported on line 7a of the Form 55002022-01-011,352
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,359
Number of employers contributing to the scheme2022-01-01137
2021: IRON WORKERS OF WESTERN PA WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,392
Total number of active participants reported on line 7a of the Form 55002021-01-011,386
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,396
Number of employers contributing to the scheme2021-01-01128
2020: IRON WORKERS OF WESTERN PA WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,561
Total number of active participants reported on line 7a of the Form 55002020-01-011,380
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,392
Number of employers contributing to the scheme2020-01-01145
2019: IRON WORKERS OF WESTERN PA WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,435
Total number of active participants reported on line 7a of the Form 55002019-01-011,547
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,561
Number of employers contributing to the scheme2019-01-01135
2018: IRON WORKERS OF WESTERN PA WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,315
Total number of active participants reported on line 7a of the Form 55002018-01-011,415
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,435
Number of employers contributing to the scheme2018-01-01136
2017: IRON WORKERS OF WESTERN PA WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,256
Total number of active participants reported on line 7a of the Form 55002017-01-011,289
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,315
Number of employers contributing to the scheme2017-01-01138
2016: IRON WORKERS OF WESTERN PA WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,352
Total number of active participants reported on line 7a of the Form 55002016-01-011,224
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,256
Number of employers contributing to the scheme2016-01-01148
2015: IRON WORKERS OF WESTERN PA WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,452
Total number of active participants reported on line 7a of the Form 55002015-01-011,312
Number of retired or separated participants receiving benefits2015-01-0140
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,352
Number of employers contributing to the scheme2015-01-01155
2014: IRON WORKERS OF WESTERN PA WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,533
Total number of active participants reported on line 7a of the Form 55002014-01-011,399
Number of retired or separated participants receiving benefits2014-01-0153
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,452
Number of employers contributing to the scheme2014-01-01177
2013: IRON WORKERS OF WESTERN PA WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,564
Total number of active participants reported on line 7a of the Form 55002013-01-011,475
Number of retired or separated participants receiving benefits2013-01-0158
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,533
Number of employers contributing to the scheme2013-01-01157
2012: IRON WORKERS OF WESTERN PA WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,560
Total number of active participants reported on line 7a of the Form 55002012-01-011,495
Number of retired or separated participants receiving benefits2012-01-0169
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,564
Number of employers contributing to the scheme2012-01-01157
2011: IRON WORKERS OF WESTERN PA WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,562
Total number of active participants reported on line 7a of the Form 55002011-01-011,474
Number of retired or separated participants receiving benefits2011-01-0186
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,560
Number of employers contributing to the scheme2011-01-01157
2009: IRON WORKERS OF WESTERN PA WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,843
Total number of active participants reported on line 7a of the Form 55002009-01-011,535
Number of retired or separated participants receiving benefits2009-01-01104
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,639
Number of employers contributing to the scheme2009-01-01221

Financial Data on IRON WORKERS OF WESTERN PA WELFARE PLAN

Measure Date Value
2022 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$161,911
Total unrealized appreciation/depreciation of assets2022-12-31$161,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$418,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,119,849
Total income from all sources (including contributions)2022-12-31$19,515,376
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$24,608,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,772,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$25,799,082
Value of total assets at end of year2022-12-31$54,446,450
Value of total assets at beginning of year2022-12-31$61,241,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$836,297
Total interest from all sources2022-12-31$1,513
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$505,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$505,755
Administrative expenses professional fees incurred2022-12-31$228,711
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$851,285
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,179,478
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,029,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,034,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,975,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$46,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$18,822
Administrative expenses (other) incurred2022-12-31$531,265
Liabilities. Value of operating payables at end of year2022-12-31$21,248
Liabilities. Value of operating payables at beginning of year2022-12-31$20,139
Total non interest bearing cash at end of year2022-12-31$100
Total non interest bearing cash at beginning of year2022-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,093,278
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,028,110
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$59,121,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$76,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,777,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,913,064
Value of interest in common/collective trusts at end of year2022-12-31$23,256,234
Value of interest in common/collective trusts at beginning of year2022-12-31$26,118,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,513
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$21,053,026
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,141,265
Net investment gain or loss from common/collective trusts2022-12-31$-2,830,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$24,947,797
Employer contributions (assets) at end of year2022-12-31$2,100,771
Employer contributions (assets) at beginning of year2022-12-31$2,124,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,719,331
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$350,314
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,099,710
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$97,696
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$79,849
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2022-12-31270889793
2021 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$569,901
Total unrealized appreciation/depreciation of assets2021-12-31$569,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,119,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$353,714
Total income from all sources (including contributions)2021-12-31$29,620,938
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$23,840,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,111,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,614,142
Value of total assets at end of year2021-12-31$61,241,237
Value of total assets at beginning of year2021-12-31$53,695,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$729,841
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$460,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$459,264
Administrative expenses professional fees incurred2021-12-31$186,460
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$940,784
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,029,783
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,470,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,975,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,244,354
Other income not declared elsewhere2021-12-31$147,064
Administrative expenses (other) incurred2021-12-31$466,166
Liabilities. Value of operating payables at end of year2021-12-31$20,139
Liabilities. Value of operating payables at beginning of year2021-12-31$18,743
Total non interest bearing cash at end of year2021-12-31$100
Total non interest bearing cash at beginning of year2021-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,780,029
Value of net assets at end of year (total assets less liabilities)2021-12-31$59,121,388
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,341,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$77,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,913,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,896,828
Value of interest in common/collective trusts at end of year2021-12-31$26,118,421
Value of interest in common/collective trusts at beginning of year2021-12-31$24,879,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$20,656,703
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,556,972
Net investment gain or loss from common/collective trusts2021-12-31$1,272,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$24,673,358
Employer contributions (assets) at end of year2021-12-31$2,124,762
Employer contributions (assets) at beginning of year2021-12-31$2,140,778
Income. Dividends from common stock2021-12-31$744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,454,365
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,099,710
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$334,971
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$79,849
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$63,696
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2021-12-31270889793
2020 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$75,004
Total unrealized appreciation/depreciation of assets2020-12-31$75,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$353,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$425,691
Total income from all sources (including contributions)2020-12-31$28,133,340
Total loss/gain on sale of assets2020-12-31$-98,726
Total of all expenses incurred2020-12-31$27,713,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,991,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,765,652
Value of total assets at end of year2020-12-31$53,695,073
Value of total assets at beginning of year2020-12-31$53,347,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$722,492
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$607,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$555,850
Administrative expenses professional fees incurred2020-12-31$162,946
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,042,421
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,470,047
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,463,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,244,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,035,239
Other income not declared elsewhere2020-12-31$43,099
Administrative expenses (other) incurred2020-12-31$473,265
Liabilities. Value of operating payables at end of year2020-12-31$18,743
Liabilities. Value of operating payables at beginning of year2020-12-31$18,619
Total non interest bearing cash at end of year2020-12-31$100
Total non interest bearing cash at beginning of year2020-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$419,542
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,341,359
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,921,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$86,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,896,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,563,021
Value of interest in common/collective trusts at end of year2020-12-31$24,879,270
Value of interest in common/collective trusts at beginning of year2020-12-31$19,901,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$24,378,313
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,659,285
Net investment gain or loss from common/collective trusts2020-12-31$2,081,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$22,723,231
Employer contributions (assets) at end of year2020-12-31$2,140,778
Employer contributions (assets) at beginning of year2020-12-31$2,312,463
Income. Dividends from common stock2020-12-31$52,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,612,993
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$334,971
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$407,072
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$63,696
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$72,401
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,305,437
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,404,163
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2020-12-31270889793
2019 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$38,381
Total unrealized appreciation/depreciation of assets2019-12-31$38,381
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$425,691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,238,162
Total income from all sources (including contributions)2019-12-31$38,646,938
Total loss/gain on sale of assets2019-12-31$-799
Total of all expenses incurred2019-12-31$27,632,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,897,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$34,046,743
Value of total assets at end of year2019-12-31$53,347,508
Value of total assets at beginning of year2019-12-31$44,145,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$734,773
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$728,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$648,535
Administrative expenses professional fees incurred2019-12-31$186,403
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,190,655
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,463,146
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,369,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,035,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,483,397
Other income not declared elsewhere2019-12-31$87,816
Administrative expenses (other) incurred2019-12-31$456,995
Liabilities. Value of operating payables at end of year2019-12-31$18,619
Liabilities. Value of operating payables at beginning of year2019-12-31$18,066
Total non interest bearing cash at end of year2019-12-31$100
Total non interest bearing cash at beginning of year2019-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,014,382
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,921,817
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,907,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$91,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,563,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,394,203
Value of interest in common/collective trusts at end of year2019-12-31$19,901,138
Value of interest in common/collective trusts at beginning of year2019-12-31$14,213,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$23,697,575
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,290,784
Net investment gain or loss from common/collective trusts2019-12-31$1,455,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$32,856,088
Employer contributions (assets) at end of year2019-12-31$2,312,463
Employer contributions (assets) at beginning of year2019-12-31$2,636,382
Income. Dividends from common stock2019-12-31$80,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,200,208
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$407,072
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,220,096
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$72,401
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$49,281
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$22,837
Aggregate carrying amount (costs) on sale of assets2019-12-31$23,636
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2019-12-31270889793
2018 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$65,072
Total unrealized appreciation/depreciation of assets2018-12-31$65,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,238,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$454,054
Total income from all sources (including contributions)2018-12-31$27,773,343
Total loss/gain on sale of assets2018-12-31$256
Total of all expenses incurred2018-12-31$24,476,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,807,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$28,377,324
Value of total assets at end of year2018-12-31$44,145,597
Value of total assets at beginning of year2018-12-31$39,064,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$668,669
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$645,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$572,100
Administrative expenses professional fees incurred2018-12-31$165,813
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,371,029
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,369,153
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,453,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,483,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,502,850
Other income not declared elsewhere2018-12-31$40,503
Administrative expenses (other) incurred2018-12-31$431,939
Liabilities. Value of operating payables at end of year2018-12-31$18,066
Liabilities. Value of operating payables at beginning of year2018-12-31$20,376
Total non interest bearing cash at end of year2018-12-31$100
Total non interest bearing cash at beginning of year2018-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,296,809
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,907,435
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,610,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$70,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,394,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,355,183
Value of interest in common/collective trusts at end of year2018-12-31$14,213,081
Value of interest in common/collective trusts at beginning of year2018-12-31$13,956,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$20,628,587
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,064,035
Net investment gain or loss from common/collective trusts2018-12-31$-291,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$27,006,295
Employer contributions (assets) at end of year2018-12-31$2,636,382
Employer contributions (assets) at beginning of year2018-12-31$1,745,906
Income. Dividends from common stock2018-12-31$73,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,179,278
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,220,096
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$433,678
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$49,281
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$50,736
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$22,736
Aggregate carrying amount (costs) on sale of assets2018-12-31$22,480
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2018-12-31270889793
2017 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$97,064
Total unrealized appreciation/depreciation of assets2017-12-31$97,064
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$454,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,012,573
Total income from all sources (including contributions)2017-12-31$24,810,356
Total loss/gain on sale of assets2017-12-31$495
Total of all expenses incurred2017-12-31$23,148,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$22,476,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,968,550
Value of total assets at end of year2017-12-31$39,064,680
Value of total assets at beginning of year2017-12-31$38,961,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$671,922
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$573,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$503,997
Administrative expenses professional fees incurred2017-12-31$177,772
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,475,233
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,453,344
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,312,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,502,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,212,171
Other income not declared elsewhere2017-12-31$20,687
Administrative expenses (other) incurred2017-12-31$413,237
Liabilities. Value of operating payables at end of year2017-12-31$20,376
Liabilities. Value of operating payables at beginning of year2017-12-31$22,886
Total non interest bearing cash at end of year2017-12-31$100
Total non interest bearing cash at beginning of year2017-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,661,675
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,610,626
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,948,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$80,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,355,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,423,778
Value of interest in common/collective trusts at end of year2017-12-31$13,956,561
Value of interest in common/collective trusts at beginning of year2017-12-31$14,462,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$19,217,620
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,395,819
Net investment gain or loss from common/collective trusts2017-12-31$754,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$20,493,317
Employer contributions (assets) at end of year2017-12-31$1,745,906
Employer contributions (assets) at beginning of year2017-12-31$1,492,939
Income. Dividends from common stock2017-12-31$69,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,259,139
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$433,678
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,989,687
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$50,736
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$58,084
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$23,917
Aggregate carrying amount (costs) on sale of assets2017-12-31$23,422
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2017-12-31270889793
2016 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$148,962
Total unrealized appreciation/depreciation of assets2016-12-31$148,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,012,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$563,730
Total income from all sources (including contributions)2016-12-31$19,562,268
Total loss/gain on sale of assets2016-12-31$-390,082
Total of all expenses incurred2016-12-31$22,307,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,579,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,611,415
Value of total assets at end of year2016-12-31$38,961,524
Value of total assets at beginning of year2016-12-31$40,257,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$727,777
Total interest from all sources2016-12-31$24,653
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$557,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$488,134
Administrative expenses professional fees incurred2016-12-31$181,814
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,449,564
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,312,442
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,128,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,212,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$290,653
Other income not declared elsewhere2016-12-31$22,903
Administrative expenses (other) incurred2016-12-31$455,015
Liabilities. Value of operating payables at end of year2016-12-31$22,886
Liabilities. Value of operating payables at beginning of year2016-12-31$47,245
Total non interest bearing cash at end of year2016-12-31$100
Total non interest bearing cash at beginning of year2016-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,745,236
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,948,951
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,694,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$90,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,423,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,558,279
Income. Interest from US Government securities2016-12-31$6,329
Income. Interest from corporate debt instruments2016-12-31$17,929
Value of interest in common/collective trusts at end of year2016-12-31$14,462,010
Value of interest in common/collective trusts at beginning of year2016-12-31$15,959,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$255,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$255,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$395
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$18,062,908
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$3,338,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,072,890
Net investment gain or loss from common/collective trusts2016-12-31$514,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$16,161,851
Employer contributions (assets) at end of year2016-12-31$1,492,939
Employer contributions (assets) at beginning of year2016-12-31$1,518,975
Income. Dividends from common stock2016-12-31$69,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,516,819
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,866,958
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,277,934
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,989,687
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$516,485
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$58,084
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$62,193
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$15,071,121
Aggregate carrying amount (costs) on sale of assets2016-12-31$15,461,203
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2016-12-31270889793
2015 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$26,427
Total unrealized appreciation/depreciation of assets2015-12-31$26,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$563,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$518,003
Total income from all sources (including contributions)2015-12-31$18,807,719
Total loss/gain on sale of assets2015-12-31$-10,984
Total of all expenses incurred2015-12-31$21,865,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,088,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,181,875
Value of total assets at end of year2015-12-31$40,257,917
Value of total assets at beginning of year2015-12-31$43,269,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$777,119
Total interest from all sources2015-12-31$259,094
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$335,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$207,686
Administrative expenses professional fees incurred2015-12-31$169,621
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,386,241
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,128,796
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,020,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$290,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,290,665
Other income not declared elsewhere2015-12-31$36,721
Administrative expenses (other) incurred2015-12-31$464,658
Liabilities. Value of operating payables at end of year2015-12-31$47,245
Liabilities. Value of operating payables at beginning of year2015-12-31$42,732
Total non interest bearing cash at end of year2015-12-31$100
Total non interest bearing cash at beginning of year2015-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,057,566
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,694,187
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,751,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$142,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,558,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,261,964
Interest earned on other investments2015-12-31$1,016
Income. Interest from US Government securities2015-12-31$62,687
Income. Interest from corporate debt instruments2015-12-31$195,154
Value of interest in common/collective trusts at end of year2015-12-31$15,959,268
Value of interest in common/collective trusts at beginning of year2015-12-31$16,349,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$255,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$297,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$297,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$237
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$17,462,699
Asset value of US Government securities at end of year2015-12-31$3,338,770
Asset value of US Government securities at beginning of year2015-12-31$2,738,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-892,149
Net investment gain or loss from common/collective trusts2015-12-31$-129,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$17,795,634
Employer contributions (assets) at end of year2015-12-31$1,518,975
Employer contributions (assets) at beginning of year2015-12-31$1,502,651
Income. Dividends from common stock2015-12-31$128,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,625,467
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,866,958
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$6,360,104
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,277,934
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,387,338
Liabilities. Value of benefit claims payable at end of year2015-12-31$516,485
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$475,271
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$62,193
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$60,272
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$15,161,714
Aggregate carrying amount (costs) on sale of assets2015-12-31$15,172,698
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2015-12-31270889793
2014 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$577,535
Total unrealized appreciation/depreciation of assets2014-12-31$577,535
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$518,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,897,348
Total income from all sources (including contributions)2014-12-31$22,655,330
Total loss/gain on sale of assets2014-12-31$10,376
Total of all expenses incurred2014-12-31$22,939,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,136,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,555,663
Value of total assets at end of year2014-12-31$43,269,756
Value of total assets at beginning of year2014-12-31$44,933,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$803,302
Total interest from all sources2014-12-31$222,409
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$358,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$224,331
Administrative expenses professional fees incurred2014-12-31$191,873
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,549,460
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,020,225
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,805,724
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,290,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,896,813
Other income not declared elsewhere2014-12-31$45,254
Administrative expenses (other) incurred2014-12-31$470,363
Liabilities. Value of operating payables at end of year2014-12-31$42,732
Liabilities. Value of operating payables at beginning of year2014-12-31$44,796
Total non interest bearing cash at end of year2014-12-31$100
Total non interest bearing cash at beginning of year2014-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-284,354
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,751,753
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,036,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$141,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,261,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,803,260
Interest earned on other investments2014-12-31$2,993
Income. Interest from US Government securities2014-12-31$35,159
Income. Interest from corporate debt instruments2014-12-31$183,779
Value of interest in common/collective trusts at end of year2014-12-31$16,349,831
Value of interest in common/collective trusts at beginning of year2014-12-31$15,530,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$297,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$269,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$269,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$478
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$18,503,784
Asset value of US Government securities at end of year2014-12-31$2,738,836
Asset value of US Government securities at beginning of year2014-12-31$2,474,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-344,805
Net investment gain or loss from common/collective trusts2014-12-31$230,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$20,006,203
Employer contributions (assets) at end of year2014-12-31$1,502,651
Employer contributions (assets) at beginning of year2014-12-31$1,597,713
Income. Dividends from common stock2014-12-31$134,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,632,598
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$6,360,104
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$6,278,939
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,387,338
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,216,335
Liabilities. Value of benefit claims payable at end of year2014-12-31$475,271
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,852,552
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$60,272
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$60,181
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$15,343,184
Aggregate carrying amount (costs) on sale of assets2014-12-31$15,332,808
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2014-12-31270889793
2013 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,366,239
Total unrealized appreciation/depreciation of assets2013-12-31$1,366,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,897,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$417,833
Total income from all sources (including contributions)2013-12-31$23,209,608
Total loss/gain on sale of assets2013-12-31$66,639
Total of all expenses incurred2013-12-31$21,408,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,565,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$21,573,201
Value of total assets at end of year2013-12-31$44,933,455
Value of total assets at beginning of year2013-12-31$41,653,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$843,202
Total interest from all sources2013-12-31$232,268
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$492,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$326,212
Administrative expenses professional fees incurred2013-12-31$215,625
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,636,131
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,805,724
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,529,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,896,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$923,902
Other income not declared elsewhere2013-12-31$118,009
Administrative expenses (other) incurred2013-12-31$486,549
Liabilities. Value of operating payables at end of year2013-12-31$44,796
Liabilities. Value of operating payables at beginning of year2013-12-31$37,616
Total non interest bearing cash at end of year2013-12-31$100
Total non interest bearing cash at beginning of year2013-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,800,831
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,036,107
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,235,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$141,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,803,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,266,649
Interest earned on other investments2013-12-31$3,549
Income. Interest from US Government securities2013-12-31$39,782
Income. Interest from corporate debt instruments2013-12-31$188,710
Value of interest in common/collective trusts at end of year2013-12-31$15,530,304
Value of interest in common/collective trusts at beginning of year2013-12-31$15,412,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$269,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$339,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$339,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$227
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$17,047,108
Asset value of US Government securities at end of year2013-12-31$2,474,444
Asset value of US Government securities at beginning of year2013-12-31$3,096,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-268,360
Net investment gain or loss from common/collective trusts2013-12-31$-370,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$19,937,070
Employer contributions (assets) at end of year2013-12-31$1,597,713
Employer contributions (assets) at beginning of year2013-12-31$1,692,725
Income. Dividends from common stock2013-12-31$166,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,518,467
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$6,278,939
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$6,050,770
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,216,335
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,290,889
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,852,552
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$380,217
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$60,181
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$50,408
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$9,931,167
Aggregate carrying amount (costs) on sale of assets2013-12-31$9,864,528
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2013-12-31270889793
2012 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$502,900
Total unrealized appreciation/depreciation of assets2012-12-31$502,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$417,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,831,585
Total income from all sources (including contributions)2012-12-31$24,944,052
Total loss/gain on sale of assets2012-12-31$120,739
Total of all expenses incurred2012-12-31$19,700,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,884,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,085,116
Value of total assets at end of year2012-12-31$41,653,109
Value of total assets at beginning of year2012-12-31$37,823,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$816,328
Total interest from all sources2012-12-31$240,574
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$491,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$363,524
Administrative expenses professional fees incurred2012-12-31$210,876
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,584,563
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,529,264
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$118,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$923,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,103,948
Other income not declared elsewhere2012-12-31$22,941
Administrative expenses (other) incurred2012-12-31$482,733
Liabilities. Value of operating payables at end of year2012-12-31$37,616
Liabilities. Value of operating payables at beginning of year2012-12-31$60,314
Total non interest bearing cash at end of year2012-12-31$100
Total non interest bearing cash at beginning of year2012-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,243,544
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,235,276
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,991,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$122,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,266,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,634,225
Interest earned on other investments2012-12-31$1,257
Income. Interest from US Government securities2012-12-31$69,218
Income. Interest from corporate debt instruments2012-12-31$169,869
Value of interest in common/collective trusts at end of year2012-12-31$15,412,107
Value of interest in common/collective trusts at beginning of year2012-12-31$14,989,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$339,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$284,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$284,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$230
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$15,638,836
Asset value of US Government securities at end of year2012-12-31$3,096,780
Asset value of US Government securities at beginning of year2012-12-31$4,690,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$644,091
Net investment gain or loss from common/collective trusts2012-12-31$836,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,500,553
Employer contributions (assets) at end of year2012-12-31$1,692,725
Employer contributions (assets) at beginning of year2012-12-31$1,908,397
Income. Dividends from common stock2012-12-31$127,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,245,344
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$6,050,770
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,489,132
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,290,889
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,540,023
Liabilities. Value of benefit claims payable at end of year2012-12-31$380,217
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,771,271
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$50,408
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$65,232
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$13,018,868
Aggregate carrying amount (costs) on sale of assets2012-12-31$12,898,129
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2012-12-31270889793
2011 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$126,710
Total unrealized appreciation/depreciation of assets2011-12-31$126,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,831,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,856,039
Total income from all sources (including contributions)2011-12-31$23,039,348
Total loss/gain on sale of assets2011-12-31$280,610
Total of all expenses incurred2011-12-31$20,616,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,813,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,394,371
Value of total assets at end of year2011-12-31$37,823,317
Value of total assets at beginning of year2011-12-31$35,425,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$803,155
Total interest from all sources2011-12-31$260,661
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$381,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$276,241
Administrative expenses professional fees incurred2011-12-31$267,075
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,838,489
Assets. Other investments not covered elsewhere at end of year2011-12-31$118,481
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$108,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,103,948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,112,599
Other income not declared elsewhere2011-12-31$200,179
Administrative expenses (other) incurred2011-12-31$422,039
Liabilities. Value of operating payables at end of year2011-12-31$60,314
Liabilities. Value of operating payables at beginning of year2011-12-31$52,191
Total non interest bearing cash at end of year2011-12-31$100
Total non interest bearing cash at beginning of year2011-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,422,729
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,991,732
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,569,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$114,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,634,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,963,481
Interest earned on other investments2011-12-31$4,558
Income. Interest from US Government securities2011-12-31$106,882
Income. Interest from corporate debt instruments2011-12-31$148,965
Value of interest in common/collective trusts at end of year2011-12-31$14,989,446
Value of interest in common/collective trusts at beginning of year2011-12-31$13,015,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$284,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$333,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$333,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$256
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$16,551,827
Asset value of US Government securities at end of year2011-12-31$4,690,099
Asset value of US Government securities at beginning of year2011-12-31$5,717,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-584,807
Net investment gain or loss from common/collective trusts2011-12-31$980,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$19,555,882
Employer contributions (assets) at end of year2011-12-31$1,908,397
Employer contributions (assets) at beginning of year2011-12-31$1,453,714
Income. Dividends from common stock2011-12-31$105,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,261,637
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,489,132
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,003,796
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,540,023
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,659,676
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,771,271
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,803,848
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$65,232
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$56,369
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$21,191,075
Aggregate carrying amount (costs) on sale of assets2011-12-31$20,910,465
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2011-12-31270889793
2010 : IRON WORKERS OF WESTERN PA WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$426,592
Total unrealized appreciation/depreciation of assets2010-12-31$426,592
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,856,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$523,681
Total income from all sources (including contributions)2010-12-31$20,770,414
Total loss/gain on sale of assets2010-12-31$151,287
Total of all expenses incurred2010-12-31$20,100,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$19,316,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,333,552
Value of total assets at end of year2010-12-31$35,425,042
Value of total assets at beginning of year2010-12-31$33,423,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$784,416
Total interest from all sources2010-12-31$148,781
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$344,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$231,899
Administrative expenses professional fees incurred2010-12-31$247,526
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,610,350
Assets. Other investments not covered elsewhere at end of year2010-12-31$108,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,112,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$597,233
Other income not declared elsewhere2010-12-31$375,435
Administrative expenses (other) incurred2010-12-31$427,201
Liabilities. Value of operating payables at end of year2010-12-31$52,191
Liabilities. Value of operating payables at beginning of year2010-12-31$62,278
Total non interest bearing cash at end of year2010-12-31$100
Total non interest bearing cash at beginning of year2010-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$669,453
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,569,003
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,899,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$109,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,963,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,277,578
Interest earned on other investments2010-12-31$1,377
Income. Interest from US Government securities2010-12-31$24,780
Income. Interest from corporate debt instruments2010-12-31$121,102
Value of interest in common/collective trusts at end of year2010-12-31$13,015,548
Value of interest in common/collective trusts at beginning of year2010-12-31$16,483,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$333,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$135,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$135,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,522
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$16,619,340
Asset value of US Government securities at end of year2010-12-31$5,717,288
Asset value of US Government securities at beginning of year2010-12-31$3,370,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$198,593
Net investment gain or loss from common/collective trusts2010-12-31$791,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,723,202
Employer contributions (assets) at end of year2010-12-31$1,453,714
Employer contributions (assets) at beginning of year2010-12-31$1,264,902
Income. Dividends from common stock2010-12-31$112,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,697,205
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,003,796
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,172,487
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$5,659,676
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,043,216
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,803,848
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$461,403
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$56,369
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$77,184
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$15,168,953
Aggregate carrying amount (costs) on sale of assets2010-12-31$15,017,666
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2010-12-31270889793

Form 5500 Responses for IRON WORKERS OF WESTERN PA WELFARE PLAN

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

Insurance Providers Used on plan

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract numberLEAD GR01354700
Policy instance 4
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered1205
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $69,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1162
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $173,827
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 numberLEAD GR01354700
Policy instance 2
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3036
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,797,796
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 numberLEAD GR01354700
Policy instance 1
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3026
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $17,846,146
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 numberLEAD GR01354700
Policy instance 4
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered1269
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $61,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1167
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $183,192
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 numberLEAD GR01354700
Policy instance 2
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3139
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,074,762
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 numberLEAD GR01354700
Policy instance 1
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3121
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,500,099
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 numberLEAD GR01354700
Policy instance 1
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3299
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $18,892,595
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 numberLEAD GR01354700
Policy instance 2
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3311
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,285,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1277
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $200,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1445
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $175,394
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 numberLEAD GR01354700
Policy instance 2
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3606
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,552,332
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 numberLEAD GR01354700
Policy instance 1
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3596
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,773,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1297
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $170,679
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 numberLEAD GR01354700
Policy instance 2
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3354
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,997,016
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 numberLEAD GR01354700
Policy instance 1
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3343
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,655,514
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1169
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $143,842
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 numberLEAD GR01354700
Policy instance 2
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,132,650
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 numberLEAD GR01354700
Policy instance 1
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3134
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,952,248
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 numberLEAD GR01354700
Policy instance 1
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3232
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $15,565,604
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 numberLEAD GR01354700
Policy instance 2
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3232
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,606,984
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1153
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $129,187
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 numberLEAD GR01354700
Policy instance 2
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3480
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,751,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1265
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $134,297
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 numberLEAD GR01354700
Policy instance 1
Insurance contract or identification numberLEAD GR01354700
Number of Individuals Covered3675
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $15,519,342
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 numberLEAD GR05840728
Policy instance 1
Insurance contract or identification numberLEAD GR05840728
Number of Individuals Covered3756
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,348,738
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 numberLEAD GR05840728
Policy instance 2
Insurance contract or identification numberLEAD GR05840728
Number of Individuals Covered3553
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,557,396
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1287
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $131,514
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 numberLEAD GR05840728
Policy instance 2
Insurance contract or identification numberLEAD GR05840728
Number of Individuals Covered3632
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,379,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1296
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $127,851
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 numberLEAD GR05840728
Policy instance 1
Insurance contract or identification numberLEAD GR05840728
Number of Individuals Covered3632
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,134,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1248
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $121,492
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 numberLEAD GR05840728
Policy instance 2
Insurance contract or identification numberLEAD GR05840728
Number of Individuals Covered3620
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,422,255
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 numberLEAD GR05840728
Policy instance 1
Insurance contract or identification numberLEAD GR05840728
Number of Individuals Covered3620
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,010,636
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 numberLEAD GR05840728
Policy instance 1
Insurance contract or identification numberLEAD GR05840728
Number of Individuals Covered3629
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMAJOR MEDICAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,414,388
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 numberLEAD GR05840728
Policy instance 2
Insurance contract or identification numberLEAD GR05840728
Number of Individuals Covered3629
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,073,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0120028
Policy instance 3
Insurance contract or identification number0120028
Number of Individuals Covered1261
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $130,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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