?>
Logo

TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 401k Plan overview

Plan NameTEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND
Plan identification number 501

TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • 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, TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND
Employer identification number (EIN):340752734
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012020-01-01DAVID D. DUDAS2021-10-12
5012019-01-01DAVID D. DUDAS2020-10-09
5012018-01-01DAVID D. DUDAS2019-10-09
5012017-01-01
5012016-01-01DAVID DUDAS
5012015-01-01DAVID DUDAS
5012014-01-01DAVID DUDAS
5012013-01-01DAVID DUDAS
5012012-01-01DAVID DUDAS
5012011-01-01DAVID DUDAS
5012009-01-01DAVID DUDAS

Plan Statistics for TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND

401k plan membership statisitcs for TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND

Measure Date Value
2020: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01212
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of employers contributing to the scheme2020-01-017
2019: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01234
Total number of active participants reported on line 7a of the Form 55002019-01-0168
Number of retired or separated participants receiving benefits2019-01-01144
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01212
Number of employers contributing to the scheme2019-01-017
2018: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01247
Total number of active participants reported on line 7a of the Form 55002018-01-0170
Number of retired or separated participants receiving benefits2018-01-01164
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01234
Number of employers contributing to the scheme2018-01-016
2017: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01272
Total number of active participants reported on line 7a of the Form 55002017-01-0163
Number of retired or separated participants receiving benefits2017-01-01184
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01247
Number of employers contributing to the scheme2017-01-016
2016: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01307
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-01189
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01272
Number of employers contributing to the scheme2016-01-017
2015: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01330
Total number of active participants reported on line 7a of the Form 55002015-01-0183
Number of retired or separated participants receiving benefits2015-01-01224
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01307
Number of employers contributing to the scheme2015-01-017
2014: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01359
Total number of active participants reported on line 7a of the Form 55002014-01-0183
Number of retired or separated participants receiving benefits2014-01-01247
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01330
Number of employers contributing to the scheme2014-01-017
2013: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01529
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of retired or separated participants receiving benefits2013-01-01273
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01359
2012: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01574
Total number of active participants reported on line 7a of the Form 55002012-01-01238
Number of retired or separated participants receiving benefits2012-01-01291
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01529
2011: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01742
Total number of active participants reported on line 7a of the Form 55002011-01-01257
Number of retired or separated participants receiving benefits2011-01-01317
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01574
Number of employers contributing to the scheme2011-01-0110
2009: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01824
Total number of active participants reported on line 7a of the Form 55002009-01-01439
Number of retired or separated participants receiving benefits2009-01-01357
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01796
Number of employers contributing to the scheme2009-01-0112

Financial Data on TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND

Measure Date Value
2020 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$5,716,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$128,143
Total income from all sources (including contributions)2020-12-31$2,264,325
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,712,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,734,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,697,532
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$6,293,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$977,909
Total interest from all sources2020-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$188,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$188,474
Administrative expenses professional fees incurred2020-12-31$153,192
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$493,888
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$2,650
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$29,293
Other income not declared elsewhere2020-12-31$50,533
Administrative expenses (other) incurred2020-12-31$778,606
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$5,524
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$72,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-448,454
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,164,926
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$6,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,166,319
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$36
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$36
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$634,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$327,761
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$1,203,644
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$41,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,100,133
Contract administrator fees2020-12-31$39,912
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$93,326
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$4,075
Did the plan have assets held for investment2020-12-31No
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 PBGC2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$5,947,938
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,947,938
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31J. SCHAEFER & COMPANY LLC
Accountancy firm EIN2020-12-31823706925
2019 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$128,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$128,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$241,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$241,600
Total income from all sources (including contributions)2019-12-31$2,407,697
Total income from all sources (including contributions)2019-12-31$2,407,697
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,907,067
Total of all expenses incurred2019-12-31$1,907,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,594,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,594,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,740,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,740,825
Value of total assets at end of year2019-12-31$6,293,069
Value of total assets at end of year2019-12-31$6,293,069
Value of total assets at beginning of year2019-12-31$5,905,896
Value of total assets at beginning of year2019-12-31$5,905,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$312,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$312,781
Total interest from all sources2019-12-31$79
Total interest from all sources2019-12-31$79
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,985
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$146,985
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,985
Administrative expenses professional fees incurred2019-12-31$98,023
Administrative expenses professional fees incurred2019-12-31$98,023
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$549,727
Participant contributions at end of year2019-12-31$2,650
Participant contributions at end of year2019-12-31$2,650
Participant contributions at beginning of year2019-12-31$2,596
Participant contributions at beginning of year2019-12-31$2,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$33,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$33,263
Other income not declared elsewhere2019-12-31$81,391
Other income not declared elsewhere2019-12-31$81,391
Administrative expenses (other) incurred2019-12-31$167,186
Administrative expenses (other) incurred2019-12-31$167,186
Liabilities. Value of operating payables at end of year2019-12-31$5,524
Liabilities. Value of operating payables at end of year2019-12-31$5,524
Liabilities. Value of operating payables at beginning of year2019-12-31$7,696
Liabilities. Value of operating payables at beginning of year2019-12-31$7,696
Total non interest bearing cash at end of year2019-12-31$72,578
Total non interest bearing cash at end of year2019-12-31$72,578
Total non interest bearing cash at beginning of year2019-12-31$112,747
Total non interest bearing cash at beginning of year2019-12-31$112,747
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
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$500,630
Value of net income/loss2019-12-31$500,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,164,926
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,664,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,664,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,196
Investment advisory and management fees2019-12-31$6,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,166,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,166,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,696,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$36
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$36
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$32,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$32,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$32,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$32,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$79
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$655,819
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$655,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$438,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$438,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,191,098
Contributions received in cash from employer2019-12-31$1,191,098
Employer contributions (assets) at end of year2019-12-31$41,966
Employer contributions (assets) at end of year2019-12-31$41,966
Employer contributions (assets) at beginning of year2019-12-31$50,204
Employer contributions (assets) at beginning of year2019-12-31$50,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$938,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$938,467
Contract administrator fees2019-12-31$41,376
Contract administrator fees2019-12-31$41,376
Liabilities. Value of benefit claims payable at end of year2019-12-31$93,326
Liabilities. Value of benefit claims payable at end of year2019-12-31$93,326
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$200,641
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$200,641
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,075
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,075
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$3,851
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$3,851
Did the plan have assets held for investment2019-12-31Yes
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
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
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$360,422
Aggregate proceeds on sale of assets2019-12-31$360,422
Aggregate carrying amount (costs) on sale of assets2019-12-31$360,422
Aggregate carrying amount (costs) on sale of assets2019-12-31$360,422
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31J. SCHAEFER & COMPANY LLC
Accountancy firm name2019-12-31J. SCHAEFER & COMPANY LLC
Accountancy firm EIN2019-12-31823706925
Accountancy firm EIN2019-12-31823706925
2018 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$241,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$265,529
Total income from all sources (including contributions)2018-12-31$1,806,361
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,760,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,440,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,718,385
Value of total assets at end of year2018-12-31$5,905,896
Value of total assets at beginning of year2018-12-31$6,883,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$319,091
Total interest from all sources2018-12-31$262
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$149,322
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$149,322
Administrative expenses professional fees incurred2018-12-31$95,427
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$595,120
Participant contributions at end of year2018-12-31$2,596
Participant contributions at beginning of year2018-12-31$1,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$33,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$37,878
Other income not declared elsewhere2018-12-31$78,541
Administrative expenses (other) incurred2018-12-31$175,569
Liabilities. Value of operating payables at end of year2018-12-31$7,696
Liabilities. Value of operating payables at beginning of year2018-12-31$7,582
Total non interest bearing cash at end of year2018-12-31$112,747
Total non interest bearing cash at beginning of year2018-12-31$112,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-953,674
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,664,296
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,617,970
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$6,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,696,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,668,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$32,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$36,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$36,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$262
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$659,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-140,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,123,265
Employer contributions (assets) at end of year2018-12-31$50,204
Employer contributions (assets) at beginning of year2018-12-31$48,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,781,172
Contract administrator fees2018-12-31$41,836
Liabilities. Value of benefit claims payable at end of year2018-12-31$200,641
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$220,069
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$3,851
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$5,591
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$431,029
Aggregate carrying amount (costs) on sale of assets2018-12-31$431,029
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31J. SCHAEFER & COMPANY LLC
Accountancy firm EIN2018-12-31823706925
2017 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$265,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$284,443
Total income from all sources (including contributions)2017-12-31$2,040,412
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,302,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,980,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,596,510
Value of total assets at end of year2017-12-31$6,883,499
Value of total assets at beginning of year2017-12-31$7,164,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$321,945
Total interest from all sources2017-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$156,441
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$156,441
Administrative expenses professional fees incurred2017-12-31$95,826
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$596,733
Participant contributions at end of year2017-12-31$1,718
Participant contributions at beginning of year2017-12-31$1,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$37,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$37,017
Other income not declared elsewhere2017-12-31$86,295
Administrative expenses (other) incurred2017-12-31$180,313
Liabilities. Value of operating payables at end of year2017-12-31$7,582
Liabilities. Value of operating payables at beginning of year2017-12-31$15,545
Total non interest bearing cash at end of year2017-12-31$112,469
Total non interest bearing cash at beginning of year2017-12-31$74,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-261,769
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,617,970
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,879,739
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$6,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,668,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,992,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$36,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$34,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$34,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$36
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$649,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$201,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$999,777
Employer contributions (assets) at end of year2017-12-31$48,958
Employer contributions (assets) at beginning of year2017-12-31$47,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,331,006
Contract administrator fees2017-12-31$39,425
Liabilities. Value of benefit claims payable at end of year2017-12-31$220,069
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$231,881
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$5,591
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$7,331
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$427,604
Aggregate carrying amount (costs) on sale of assets2017-12-31$427,604
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31J SCHAEFER & COMPANY LLC
Accountancy firm EIN2017-12-31823706925
2016 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$284,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$394,461
Total income from all sources (including contributions)2016-12-31$2,434,911
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,050,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,709,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,000,811
Value of total assets at end of year2016-12-31$7,164,182
Value of total assets at beginning of year2016-12-31$7,890,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$341,023
Total interest from all sources2016-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$180,417
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$180,417
Administrative expenses professional fees incurred2016-12-31$95,270
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$653,743
Participant contributions at end of year2016-12-31$1,682
Participant contributions at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$37,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$42,226
Other income not declared elsewhere2016-12-31$76,658
Administrative expenses (other) incurred2016-12-31$191,132
Liabilities. Value of operating payables at end of year2016-12-31$15,545
Liabilities. Value of operating payables at beginning of year2016-12-31$15,701
Total non interest bearing cash at end of year2016-12-31$74,254
Total non interest bearing cash at beginning of year2016-12-31$81,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-615,987
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,879,739
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,495,726
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$6,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,992,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,723,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$34,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$40,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$40,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$38
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$756,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$176,987
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$1,347,068
Employer contributions (assets) at end of year2016-12-31$47,710
Employer contributions (assets) at beginning of year2016-12-31$39,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,953,086
Contract administrator fees2016-12-31$48,110
Liabilities. Value of benefit claims payable at end of year2016-12-31$231,881
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$336,534
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$7,331
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$2,594
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2016-12-31340677006
2015 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$394,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$345,086
Total income from all sources (including contributions)2015-12-31$2,183,537
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,812,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,485,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,020,332
Value of total assets at end of year2015-12-31$7,890,187
Value of total assets at beginning of year2015-12-31$8,469,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$326,591
Total interest from all sources2015-12-31$81
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$204,534
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$204,534
Administrative expenses professional fees incurred2015-12-31$82,881
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$714,634
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$904
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$42,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$46,873
Other income not declared elsewhere2015-12-31$78,042
Administrative expenses (other) incurred2015-12-31$189,612
Liabilities. Value of operating payables at end of year2015-12-31$15,701
Liabilities. Value of operating payables at beginning of year2015-12-31$27,145
Total non interest bearing cash at end of year2015-12-31$81,595
Total non interest bearing cash at beginning of year2015-12-31$29,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-628,905
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,495,726
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,124,631
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$6,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,723,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,344,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$40,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$45,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$45,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$81
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$747,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-119,452
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$1,305,698
Employer contributions (assets) at end of year2015-12-31$39,434
Employer contributions (assets) at beginning of year2015-12-31$41,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,738,069
Contract administrator fees2015-12-31$47,545
Liabilities. Value of benefit claims payable at end of year2015-12-31$336,534
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$271,068
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,594
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$5,072
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2015-12-31340677006
2014 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$345,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$269,637
Total income from all sources (including contributions)2014-12-31$2,603,294
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,785,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,354,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,230,358
Value of total assets at end of year2014-12-31$8,469,717
Value of total assets at beginning of year2014-12-31$8,576,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$431,060
Total interest from all sources2014-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$214,329
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$214,329
Administrative expenses professional fees incurred2014-12-31$72,895
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$828,053
Participant contributions at end of year2014-12-31$904
Participant contributions at beginning of year2014-12-31$928
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,188
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$27,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$46,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$51,618
Other income not declared elsewhere2014-12-31$81,390
Administrative expenses (other) incurred2014-12-31$298,221
Liabilities. Value of operating payables at end of year2014-12-31$27,145
Liabilities. Value of operating payables at beginning of year2014-12-31$24,782
Total non interest bearing cash at end of year2014-12-31$29,044
Total non interest bearing cash at beginning of year2014-12-31$35,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-182,370
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,124,631
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,307,001
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$6,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,344,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,372,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$45,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$50,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$50,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$708,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$77,215
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$1,402,305
Employer contributions (assets) at end of year2014-12-31$41,704
Employer contributions (assets) at beginning of year2014-12-31$85,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,645,852
Contract administrator fees2014-12-31$53,243
Liabilities. Value of benefit claims payable at end of year2014-12-31$271,068
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$193,237
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$5,072
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$4,705
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2014-12-31340677006
2013 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-94,450
Total unrealized appreciation/depreciation of assets2013-12-31$-94,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$269,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,624,140
Total income from all sources (including contributions)2013-12-31$2,280,336
Total loss/gain on sale of assets2013-12-31$33,643
Total of all expenses incurred2013-12-31$2,647,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,210,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,264,124
Value of total assets at end of year2013-12-31$8,576,638
Value of total assets at beginning of year2013-12-31$10,298,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$436,545
Total interest from all sources2013-12-31$95,831
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$153,122
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$153,122
Administrative expenses professional fees incurred2013-12-31$83,743
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$858,446
Participant contributions at end of year2013-12-31$928
Participant contributions at beginning of year2013-12-31$2,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$27,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,247,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$51,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$76,585
Other income not declared elsewhere2013-12-31$78,198
Administrative expenses (other) incurred2013-12-31$283,966
Liabilities. Value of operating payables at end of year2013-12-31$24,782
Liabilities. Value of operating payables at beginning of year2013-12-31$6,971
Total non interest bearing cash at end of year2013-12-31$35,137
Total non interest bearing cash at beginning of year2013-12-31$35,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-366,934
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,307,001
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,673,935
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$9,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,372,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Income. Interest from US Government securities2013-12-31$47,939
Income. Interest from corporate debt instruments2013-12-31$47,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$50,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$113,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$113,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$32
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$700,885
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$5,872,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-250,132
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$1,405,678
Employer contributions (assets) at end of year2013-12-31$85,550
Employer contributions (assets) at beginning of year2013-12-31$48,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,509,840
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,971,797
Contract administrator fees2013-12-31$59,681
Liabilities. Value of benefit claims payable at end of year2013-12-31$193,237
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$363,300
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$4,705
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$6,696
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$10,999,195
Aggregate carrying amount (costs) on sale of assets2013-12-31$10,965,552
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$1,177,284
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2013-12-31340677006
2012 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-57,170
Total unrealized appreciation/depreciation of assets2012-12-31$-57,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,624,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$767,812
Total income from all sources (including contributions)2012-12-31$4,801,203
Total loss/gain on sale of assets2012-12-31$103,247
Total of all expenses incurred2012-12-31$4,389,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,820,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,448,118
Value of total assets at end of year2012-12-31$10,298,075
Value of total assets at beginning of year2012-12-31$9,029,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$568,509
Total interest from all sources2012-12-31$236,900
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$86,978
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$1,130,678
Participant contributions at end of year2012-12-31$2,213
Participant contributions at beginning of year2012-12-31$7,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,247,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$418,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$76,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$48,393
Other income not declared elsewhere2012-12-31$70,108
Administrative expenses (other) incurred2012-12-31$359,639
Liabilities. Value of operating payables at end of year2012-12-31$6,971
Liabilities. Value of operating payables at beginning of year2012-12-31$9,394
Total non interest bearing cash at end of year2012-12-31$35,610
Total non interest bearing cash at beginning of year2012-12-31$173,317
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$411,895
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,673,935
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,262,040
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$11,873
Income. Interest from US Government securities2012-12-31$117,896
Income. Interest from corporate debt instruments2012-12-31$118,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$113,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$212,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$212,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$276
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$814,793
Asset value of US Government securities at end of year2012-12-31$5,872,764
Asset value of US Government securities at beginning of year2012-12-31$5,229,797
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$3,317,440
Employer contributions (assets) at end of year2012-12-31$48,868
Employer contributions (assets) at beginning of year2012-12-31$288,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,006,006
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,971,797
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,690,213
Contract administrator fees2012-12-31$110,019
Liabilities. Value of benefit claims payable at end of year2012-12-31$363,300
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$391,279
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$6,696
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$8,687
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$17,694,288
Aggregate carrying amount (costs) on sale of assets2012-12-31$17,591,041
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$1,177,284
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$318,746
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2012-12-31340677006
2011 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$154,133
Total unrealized appreciation/depreciation of assets2011-12-31$154,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$767,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,319,788
Total income from all sources (including contributions)2011-12-31$5,896,859
Total loss/gain on sale of assets2011-12-31$53,009
Total of all expenses incurred2011-12-31$5,283,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,660,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,345,307
Value of total assets at end of year2011-12-31$9,029,852
Value of total assets at beginning of year2011-12-31$10,968,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$623,571
Total interest from all sources2011-12-31$219,753
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$101,096
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$897,840
Participant contributions at end of year2011-12-31$7,685
Participant contributions at beginning of year2011-12-31$370
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$418,948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,275,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$48,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$51,452
Other income not declared elsewhere2011-12-31$124,657
Administrative expenses (other) incurred2011-12-31$387,540
Liabilities. Value of operating payables at end of year2011-12-31$9,394
Liabilities. Value of operating payables at beginning of year2011-12-31$12,978
Total non interest bearing cash at end of year2011-12-31$173,317
Total non interest bearing cash at beginning of year2011-12-31$0
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$613,105
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,262,040
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,648,935
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$11,078
Income. Interest from US Government securities2011-12-31$104,473
Income. Interest from corporate debt instruments2011-12-31$115,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$212,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$295,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$295,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$179
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$813,200
Asset value of US Government securities at end of year2011-12-31$5,229,797
Asset value of US Government securities at beginning of year2011-12-31$5,600,955
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$4,447,467
Employer contributions (assets) at end of year2011-12-31$288,470
Employer contributions (assets) at beginning of year2011-12-31$401,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,846,983
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,690,213
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,388,843
Contract administrator fees2011-12-31$123,857
Liabilities. Value of benefit claims payable at end of year2011-12-31$391,279
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$50,984
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$8,687
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$5,035
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$12,831,662
Aggregate carrying amount (costs) on sale of assets2011-12-31$12,778,653
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$318,746
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$3,204,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2011-12-31340677006
2010 : TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$17,018
Total unrealized appreciation/depreciation of assets2010-12-31$17,018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,319,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$272,653
Total income from all sources (including contributions)2010-12-31$6,984,582
Total loss/gain on sale of assets2010-12-31$46,447
Total of all expenses incurred2010-12-31$6,353,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,927,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,635,889
Value of total assets at end of year2010-12-31$10,968,723
Value of total assets at beginning of year2010-12-31$7,290,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$425,794
Total interest from all sources2010-12-31$219,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$86,891
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$881,954
Participant contributions at end of year2010-12-31$370
Participant contributions at beginning of year2010-12-31$599
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,275,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$166,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$51,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$51,013
Other income not declared elsewhere2010-12-31$65,484
Administrative expenses (other) incurred2010-12-31$138,083
Liabilities. Value of operating payables at end of year2010-12-31$12,978
Liabilities. Value of operating payables at beginning of year2010-12-31$9,415
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$631,460
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,648,935
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,017,475
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$16,080
Interest earned on other investments2010-12-31$2,399
Income. Interest from US Government securities2010-12-31$140,833
Income. Interest from corporate debt instruments2010-12-31$76,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$295,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$326,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$326,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$470
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,210,341
Asset value of US Government securities at end of year2010-12-31$5,600,955
Asset value of US Government securities at beginning of year2010-12-31$4,673,085
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$5,753,935
Employer contributions (assets) at end of year2010-12-31$401,872
Employer contributions (assets) at beginning of year2010-12-31$411,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,716,987
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,388,843
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,697,361
Contract administrator fees2010-12-31$184,740
Liabilities. Value of benefit claims payable at end of year2010-12-31$50,984
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$96,936
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$5,035
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$14,910
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$25,859,522
Aggregate carrying amount (costs) on sale of assets2010-12-31$25,813,075
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$3,204,374
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$115,289
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31J. FRANCK & COMPANY
Accountancy firm EIN2010-12-31341720457

Form 5500 Responses for TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND

2020: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS UNION LOCAL NO. 52 HEALTH & WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
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

NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered0
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
Other welfare benefits providedMEDICARE SUPPLEMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $298,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered0
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 $143,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered0
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 $145,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered87
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 $136,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered123
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
Other welfare benefits providedMEDICARE SUPPLEMENT
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 $327,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered157
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered114
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 $140,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered156
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered131
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
Other welfare benefits providedMEDICARE SUPPLEMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $352,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered101
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 $121,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered154
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered127
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 $152,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered155
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
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 $5,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered102
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 $103,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered141
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 $143,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered153
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
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 $7,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered154
Insurance policy start date2016-03-01
Insurance policy end date2017-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered142
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
Other welfare benefits providedMEDICARE SUPPLEMENT
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 $357,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered177
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
Other welfare benefits providedMEDICARE SUPPLEMENT
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 $429,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered192
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered194
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered175
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 $173,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered133
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 $103,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered188
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 $196,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered209
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,959
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered207
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered185
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
Other welfare benefits providedMEDICARE SUPPLEMENT
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 $452,448
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered152
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 $103,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number416256
Policy instance 6
Insurance contract or identification number416256
Number of Individuals Covered179
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 96518 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered202
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 $178,991
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered213
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered231
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $851
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $851
Insurance broker organization code?3
Insurance broker nameDELAWARE VALLEY HEALTH COALITATION
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered179
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 $111,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered200
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
Other welfare benefits providedMEDICARE SUPPLEMENT
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 $464,059
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number416256
Policy instance 6
Insurance contract or identification number416256
Number of Individuals Covered336
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 96518 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered209
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 $177,567
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered610
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered616
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $829
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $829
Insurance broker organization code?3
Insurance broker nameDELAWARE VALLEY HEALTH C
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered209
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
Other welfare benefits providedMEDICARE SUPPLEMENT
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 $475,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered336
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 $190,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered792
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $37,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 96518 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered216
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 $100,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered793
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $1,302
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered219
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
Other welfare benefits providedMEDICARE SUPPLEMENT
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 $488,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered394
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 $202,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number416256
Policy instance 6
Insurance contract or identification number416256
Number of Individuals Covered394
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract numberNA
Policy instance 4
Insurance contract or identification numberNA
Number of Individuals Covered1135
Insurance policy start date2009-04-01
Insurance policy end date2010-03-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number0009963
Policy instance 3
Insurance contract or identification number0009963
Number of Individuals Covered1139
Insurance policy start date2009-03-01
Insurance policy end date2010-02-28
Total amount of commissions paid to insurance brokerUSD $1,431
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAE357227
Policy instance 5
Insurance contract or identification numberAE357227
Number of Individuals Covered220
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Welfare Benefit Premiums Paid to CarrierUSD $166,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number000789
Policy instance 2
Insurance contract or identification number000789
Number of Individuals Covered226
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Other welfare benefits providedMEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $483,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number416256
Policy instance 1
Insurance contract or identification number416256
Number of Individuals Covered550
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Welfare Benefit Premiums Paid to CarrierUSD $260,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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