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PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 401k Plan overview

Plan NamePROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES
Plan identification number 501

PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES Benefits

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

401k Sponsoring company profile

EMPIRE IRON MINING PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:EMPIRE IRON MINING PARTNERSHIP
Employer identification number (EIN):341186059
NAIC Classification:212200
NAIC Description: Metal Ore Mining

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-01-01
5012015-01-01
5012014-01-01
5012014-01-01
5012013-01-01KURT J. HOLLAND
5012012-01-01KURT J. HOLLAND
5012011-01-01K.J.HOLLAND, FOR THE INV. COMMITTEE K.J.HOLLAND, DIRECTOR - BENEFITS2012-10-05
5012010-01-01K.J.HOLLAND, FOR THE INV. COMMITTEE K.J.HOLLAND, DIRECTOR - BENEFITS2011-10-04
5012009-01-01K.J.HOLLAND, FOR THE INV. COMMITTEE K.J.HOLLAND, DIRECTOR - BENEFITS2010-10-11

Plan Statistics for PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES

401k plan membership statisitcs for PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES

Measure Date Value
2016: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2016 401k membership
Total participants, beginning-of-year2016-01-01982
Number of retired or separated participants receiving benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
2015: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2015 401k membership
Total participants, beginning-of-year2015-01-01969
Number of retired or separated participants receiving benefits2015-01-01786
Total of all active and inactive participants2015-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01196
Total participants2015-01-01982
2014: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2014 401k membership
Total participants, beginning-of-year2014-01-01918
Number of retired or separated participants receiving benefits2014-01-01797
Total of all active and inactive participants2014-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01172
Total participants2014-01-01969
2013: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2013 401k membership
Total participants, beginning-of-year2013-01-01914
Number of retired or separated participants receiving benefits2013-01-01752
Total of all active and inactive participants2013-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01166
Total participants2013-01-01918
2012: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2012 401k membership
Total participants, beginning-of-year2012-01-01919
Number of retired or separated participants receiving benefits2012-01-01753
Total of all active and inactive participants2012-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01161
Total participants2012-01-01914
2011: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2011 401k membership
Total participants, beginning-of-year2011-01-01924
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01755
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01164
2010: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2010 401k membership
Total participants, beginning-of-year2010-01-01924
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-01768
Total of all active and inactive participants2010-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01156
2009: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2009 401k membership
Total participants, beginning-of-year2009-01-01823
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01774
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01150

Financial Data on PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES

Measure Date Value
2016 : PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2016 401k financial data
Total transfer of assets from this plan2016-10-15$129,945,064
Total income from all sources (including contributions)2016-10-15$14,538,634
Total of all expenses incurred2016-10-15$2,478,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-15$1,822,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-15$2,259,899
Value of total assets at beginning of year2016-10-15$117,885,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-15$656,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-15No
Was this plan covered by a fidelity bond2016-10-15Yes
Value of fidelity bond cover2016-10-15$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-10-15No
Contributions received from participants2016-10-15$2,259,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-15No
Value of net income/loss2016-10-15$12,059,745
Value of net assets at beginning of year (total assets less liabilities)2016-10-15$117,885,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-15No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-15No
Were any leases to which the plan was party in default or uncollectible2016-10-15No
Investment advisory and management fees2016-10-15$218,990
Value of interest in master investment trust accounts at beginning of year2016-10-15$117,885,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-15No
Was there a failure to transmit to the plan any participant contributions2016-10-15No
Has the plan failed to provide any benefit when due under the plan2016-10-15No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-15$1,822,746
Contract administrator fees2016-10-15$437,153
Did the plan have assets held for investment2016-10-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-15Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-15No
Opinion of an independent qualified public accountant for this plan2016-10-15Unqualified
Accountancy firm name2016-10-15MEADEN & MOORE, LTD.
Accountancy firm EIN2016-10-15341818258
2015 : PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$548,402
Total of all expenses incurred2015-12-31$10,946,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,095,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,853,794
Value of total assets at end of year2015-12-31$117,885,319
Value of total assets at beginning of year2015-12-31$128,283,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$851,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,853,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-10,398,287
Value of net assets at end of year (total assets less liabilities)2015-12-31$117,885,319
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$128,283,606
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$288,204
Value of interest in master investment trust accounts at end of year2015-12-31$117,885,319
Value of interest in master investment trust accounts at beginning of year2015-12-31$128,283,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,095,044
Contract administrator fees2015-12-31$563,441
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 name2015-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2015-12-31341818258
2014 : PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$17,685,892
Total of all expenses incurred2014-12-31$10,559,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,692,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,063,201
Value of total assets at end of year2014-12-31$128,283,606
Value of total assets at beginning of year2014-12-31$121,157,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$867,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,063,201
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$7,126,332
Value of net assets at end of year (total assets less liabilities)2014-12-31$128,283,606
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$121,157,274
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$355,395
Value of interest in master investment trust accounts at end of year2014-12-31$128,283,606
Value of interest in master investment trust accounts at beginning of year2014-12-31$121,157,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,692,555
Contract administrator fees2014-12-31$511,610
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 name2014-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2014-12-31341818258
2013 : PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,758,566
Total of all expenses incurred2013-12-31$10,287,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,429,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,149,603
Value of total assets at end of year2013-12-31$121,157,274
Value of total assets at beginning of year2013-12-31$121,686,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$858,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,069,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-529,314
Value of net assets at end of year (total assets less liabilities)2013-12-31$121,157,274
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$121,686,588
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$357,067
Value of interest in master investment trust accounts at end of year2013-12-31$121,157,274
Value of interest in master investment trust accounts at beginning of year2013-12-31$114,586,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$2,079,689
Employer contributions (assets) at beginning of year2013-12-31$7,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,429,125
Contract administrator fees2013-12-31$501,688
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
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 name2013-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2013-12-31341818258
2012 : PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$29,253,744
Total of all expenses incurred2012-12-31$9,548,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,775,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,360,528
Value of total assets at end of year2012-12-31$121,686,588
Value of total assets at beginning of year2012-12-31$101,981,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$773,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,481,097
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$19,705,421
Value of net assets at end of year (total assets less liabilities)2012-12-31$121,686,588
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$101,981,167
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$287,795
Value of interest in master investment trust accounts at end of year2012-12-31$114,586,588
Value of interest in master investment trust accounts at beginning of year2012-12-31$94,881,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$14,879,431
Employer contributions (assets) at end of year2012-12-31$7,100,000
Employer contributions (assets) at beginning of year2012-12-31$7,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,775,015
Contract administrator fees2012-12-31$485,513
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
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 name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
2011 : PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$17,113,184
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,921,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,253,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,819,492
Value of total assets at end of year2011-12-31$101,981,167
Value of total assets at beginning of year2011-12-31$93,789,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$667,774
Total interest from all sources2011-12-31$2,688,098
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,446,235
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$8,191,797
Value of net assets at end of year (total assets less liabilities)2011-12-31$101,981,167
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$93,789,370
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$201,894
Interest earned on other investments2011-12-31$2,688,098
Value of interest in master investment trust accounts at end of year2011-12-31$94,881,167
Value of interest in master investment trust accounts at beginning of year2011-12-31$86,689,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$14,373,257
Employer contributions (assets) at end of year2011-12-31$7,100,000
Employer contributions (assets) at beginning of year2011-12-31$7,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,253,613
Contract administrator fees2011-12-31$465,880
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
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 name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258
2010 : PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$27,712,440
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,610,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,026,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,597,389
Value of total assets at end of year2010-12-31$93,789,370
Value of total assets at beginning of year2010-12-31$76,687,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$584,783
Total interest from all sources2010-12-31$2,280,847
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,360,934
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$17,101,619
Value of net assets at end of year (total assets less liabilities)2010-12-31$93,789,370
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$76,687,751
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$136,922
Interest earned on other investments2010-12-31$2,280,847
Value of interest in master investment trust accounts at end of year2010-12-31$86,689,370
Value of interest in master investment trust accounts at beginning of year2010-12-31$69,587,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,236,455
Employer contributions (assets) at end of year2010-12-31$7,100,000
Employer contributions (assets) at beginning of year2010-12-31$7,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,026,038
Contract administrator fees2010-12-31$447,861
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
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 name2010-12-31MEADEN & MOORE LTD.
Accountancy firm EIN2010-12-31341818258

Form 5500 Responses for PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES

2016: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148444-36-01
Policy instance 1
Insurance contract or identification number148444-36-01
Number of Individuals Covered938
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $422,806
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148444-36-01
Policy instance 1
Insurance contract or identification number148444-36-01
Number of Individuals Covered892
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,232
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $432,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7232
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION - LIFE SUPPLEMENTAL COMPENSATION - AD&D
Insurance broker organization code?3
Insurance broker nameFST ASSOCIATION, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148444-36-01
Policy instance 1
Insurance contract or identification number148444-36-01
Number of Individuals Covered900
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $496,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148444-36-01
Policy instance 1
Insurance contract or identification number148444-36-01
Number of Individuals Covered910
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $517,201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14092-36-01
Policy instance 1
Insurance contract or identification number14092-36-01
Number of Individuals Covered755
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
WELVIE FKA GRAPHIC SURGERY LLC (National Association of Insurance Commissioners NAIC id number: 54140 )
Policy contract numberN/A
Policy instance 2
Insurance contract or identification numberN/A
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 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 providedSURGICAL CONSULTING
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 $8,128
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number14092-36-01
Policy instance 1
Insurance contract or identification number14092-36-01
Number of Individuals Covered768
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
WELVIE FKA GRAPHIC SURGERY LLC (National Association of Insurance Commissioners NAIC id number: 54140 )
Policy contract numberN/A
Policy instance 2
Insurance contract or identification numberN/A
Number of Individuals Covered768
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 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 providedSURGICAL CONSULTING
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $96,940

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