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STAGEHANDS LOCAL TWO H&W PLAN 401k Plan overview

Plan NameSTAGEHANDS LOCAL TWO H&W PLAN
Plan identification number 501

STAGEHANDS LOCAL TWO H&W PLAN Benefits

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

401k Sponsoring company profile

STAGEHANDS LOCAL TWO H&W PLAN has sponsored the creation of one or more 401k plans.

Company Name:STAGEHANDS LOCAL TWO H&W PLAN
Employer identification number (EIN):366565389
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAGEHANDS LOCAL TWO H&W PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01MICHAEL ROBINSON2023-10-15 KATHLEEN HECHINGER2023-10-15
5012021-01-01MICHAEL ROBINSON2022-10-10 MAURY COLLINS2022-10-10
5012020-01-01CRAIG CARLSON2021-10-10 KATHLEEN HECHINGER2021-10-10
5012019-01-01CRAIG CARLSON2020-10-04 MAURY COLLINS2020-10-04
5012018-01-01CRAIG CARLSON2019-10-08 MAURY COLLINS2019-10-08
5012017-01-01
5012016-01-01
5012015-01-01CRAIG CARLSON
5012014-01-01CRAIG CARLSON
5012013-01-01THOMAS CLEARY
5012012-01-01THOMAS CLEARY
5012011-01-01THOMAS CLEARY
5012010-07-01THOMAS CLEARY
5012009-07-01ROBERT HANNIGAN

Plan Statistics for STAGEHANDS LOCAL TWO H&W PLAN

401k plan membership statisitcs for STAGEHANDS LOCAL TWO H&W PLAN

Measure Date Value
2022: STAGEHANDS LOCAL TWO H&W PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01540
Total number of active participants reported on line 7a of the Form 55002022-01-01411
Number of retired or separated participants receiving benefits2022-01-01124
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01535
Number of employers contributing to the scheme2022-01-0189
2021: STAGEHANDS LOCAL TWO H&W PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01544
Total number of active participants reported on line 7a of the Form 55002021-01-01424
Number of retired or separated participants receiving benefits2021-01-01116
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01540
Number of employers contributing to the scheme2021-01-0166
2020: STAGEHANDS LOCAL TWO H&W PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01584
Total number of active participants reported on line 7a of the Form 55002020-01-01423
Number of retired or separated participants receiving benefits2020-01-01121
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01544
Number of employers contributing to the scheme2020-01-0165
2019: STAGEHANDS LOCAL TWO H&W PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01639
Total number of active participants reported on line 7a of the Form 55002019-01-01471
Number of retired or separated participants receiving benefits2019-01-01113
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01584
Number of employers contributing to the scheme2019-01-0188
2018: STAGEHANDS LOCAL TWO H&W PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01551
Total number of active participants reported on line 7a of the Form 55002018-01-01522
Number of retired or separated participants receiving benefits2018-01-0199
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Number of employers contributing to the scheme2018-01-0192
2017: STAGEHANDS LOCAL TWO H&W PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01708
Total number of active participants reported on line 7a of the Form 55002017-01-01453
Number of retired or separated participants receiving benefits2017-01-0189
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Number of employers contributing to the scheme2017-01-01101
2016: STAGEHANDS LOCAL TWO H&W PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01485
Total number of active participants reported on line 7a of the Form 55002016-01-01622
Number of retired or separated participants receiving benefits2016-01-0186
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01708
Number of employers contributing to the scheme2016-01-01102
2015: STAGEHANDS LOCAL TWO H&W PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01448
Total number of active participants reported on line 7a of the Form 55002015-01-01398
Number of retired or separated participants receiving benefits2015-01-0187
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01485
Number of employers contributing to the scheme2015-01-01102
2014: STAGEHANDS LOCAL TWO H&W PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01432
Total number of active participants reported on line 7a of the Form 55002014-01-01367
Number of retired or separated participants receiving benefits2014-01-0181
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01448
Number of employers contributing to the scheme2014-01-01116
2013: STAGEHANDS LOCAL TWO H&W PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01395
Total number of active participants reported on line 7a of the Form 55002013-01-01352
Number of retired or separated participants receiving benefits2013-01-0180
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01432
Number of employers contributing to the scheme2013-01-01113
2012: STAGEHANDS LOCAL TWO H&W PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01385
Total number of active participants reported on line 7a of the Form 55002012-01-01326
Number of retired or separated participants receiving benefits2012-01-0169
Total of all active and inactive participants2012-01-01395
Number of employers contributing to the scheme2012-01-0150
2011: STAGEHANDS LOCAL TWO H&W PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01541
Total number of active participants reported on line 7a of the Form 55002011-01-01323
Number of retired or separated participants receiving benefits2011-01-0162
Total of all active and inactive participants2011-01-01385
Number of employers contributing to the scheme2011-01-0169
2010: STAGEHANDS LOCAL TWO H&W PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01541
Total number of active participants reported on line 7a of the Form 55002010-07-01478
Number of retired or separated participants receiving benefits2010-07-0163
Total of all active and inactive participants2010-07-01541
Number of employers contributing to the scheme2010-07-0172
2009: STAGEHANDS LOCAL TWO H&W PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01517
Total number of active participants reported on line 7a of the Form 55002009-07-01478
Number of retired or separated participants receiving benefits2009-07-0163
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01541
Number of employers contributing to the scheme2009-07-0158

Financial Data on STAGEHANDS LOCAL TWO H&W PLAN

Measure Date Value
2022 : STAGEHANDS LOCAL TWO H&W PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$921,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$680,451
Total income from all sources (including contributions)2022-12-31$11,082,033
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,361,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,171,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,844,218
Value of total assets at end of year2022-12-31$13,723,411
Value of total assets at beginning of year2022-12-31$8,761,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$189,532
Total interest from all sources2022-12-31$5,318
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$510,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$510,405
Administrative expenses professional fees incurred2022-12-31$60,739
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$501,765
Participant contributions at end of year2022-12-31$38,200
Participant contributions at beginning of year2022-12-31$107,599
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$5,767,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$157,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$41,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$104,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$141,433
Other income not declared elsewhere2022-12-31$89,482
Administrative expenses (other) incurred2022-12-31$107,798
Liabilities. Value of operating payables at end of year2022-12-31$113,624
Liabilities. Value of operating payables at beginning of year2022-12-31$92,926
Total non interest bearing cash at end of year2022-12-31$640,780
Total non interest bearing cash at beginning of year2022-12-31$398,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$4,720,993
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,801,954
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,080,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,995
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,896,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,004,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$814,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$109,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$109,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,318
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$404,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,367,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$11,342,453
Employer contributions (assets) at end of year2022-12-31$175,304
Employer contributions (assets) at beginning of year2022-12-31$100,725
Contract administrator fees2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$703,552
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$446,092
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : STAGEHANDS LOCAL TWO H&W PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,337,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,660,916
Total income from all sources (including contributions)2021-12-31$9,517,062
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,505,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,111,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,563,408
Value of total assets at end of year2021-12-31$8,693,853
Value of total assets at beginning of year2021-12-31$8,005,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$393,638
Total interest from all sources2021-12-31$410
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$455,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$53,630
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,102,610
Participant contributions at end of year2021-12-31$107,599
Participant contributions at beginning of year2021-12-31$74,276
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$170,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$10,627,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,322,700
Other income not declared elsewhere2021-12-31$674,249
Administrative expenses (other) incurred2021-12-31$92,869
Liabilities. Value of operating payables at end of year2021-12-31$92,926
Liabilities. Value of operating payables at beginning of year2021-12-31$259,025
Total non interest bearing cash at end of year2021-12-31$398,233
Total non interest bearing cash at beginning of year2021-12-31$644,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,988,356
Value of net assets at end of year (total assets less liabilities)2021-12-31$-2,643,513
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$344,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,004,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,658,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$41,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$544,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$544,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$410
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$268,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-176,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,460,798
Employer contributions (assets) at end of year2021-12-31$100,725
Employer contributions (assets) at beginning of year2021-12-31$74,893
Income. Dividends from preferred stock2021-12-31$455,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,672,810
Contract administrator fees2021-12-31$231,161
Liabilities. Value of benefit claims payable at end of year2021-12-31$616,740
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,079,191
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$32,458
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$4,501
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2021-12-31362152389
2020 : STAGEHANDS LOCAL TWO H&W PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,660,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,143,553
Total income from all sources (including contributions)2020-12-31$4,604,600
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,152,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,701,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,588,595
Value of total assets at end of year2020-12-31$8,005,759
Value of total assets at beginning of year2020-12-31$13,036,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$451,206
Total interest from all sources2020-12-31$1,168
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$334,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$72,359
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$527,114
Participant contributions at end of year2020-12-31$74,276
Participant contributions at beginning of year2020-12-31$41,626
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$245,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,322,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$10,647,700
Other income not declared elsewhere2020-12-31$298,177
Administrative expenses (other) incurred2020-12-31$91,439
Liabilities. Value of operating payables at end of year2020-12-31$259,025
Liabilities. Value of operating payables at beginning of year2020-12-31$326,900
Total non interest bearing cash at end of year2020-12-31$644,826
Total non interest bearing cash at beginning of year2020-12-31$712,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-548,386
Value of net assets at end of year (total assets less liabilities)2020-12-31$344,843
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$893,229
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$37,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,658,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,947,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$544,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$259,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$259,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,168
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$416,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$381,826
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$3,061,481
Employer contributions (assets) at end of year2020-12-31$74,893
Employer contributions (assets) at beginning of year2020-12-31$62,511
Income. Dividends from preferred stock2020-12-31$334,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,039,574
Contract administrator fees2020-12-31$250,385
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,079,191
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,168,953
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$4,501
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$4,520
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2020-12-31362152389
2019 : STAGEHANDS LOCAL TWO H&W PLAN 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$12,143,553
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,143,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,880,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,880,187
Total income from all sources (including contributions)2019-12-31$7,830,555
Total income from all sources (including contributions)2019-12-31$7,830,555
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$9,227,464
Total of all expenses incurred2019-12-31$9,227,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,794,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,794,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,542,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,542,008
Value of total assets at end of year2019-12-31$13,036,782
Value of total assets at end of year2019-12-31$13,036,782
Value of total assets at beginning of year2019-12-31$13,170,325
Value of total assets at beginning of year2019-12-31$13,170,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$433,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$433,326
Total interest from all sources2019-12-31$3,726
Total interest from all sources2019-12-31$3,726
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$496,975
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$496,975
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
Administrative expenses professional fees incurred2019-12-31$61,448
Administrative expenses professional fees incurred2019-12-31$61,448
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$512,811
Contributions received from participants2019-12-31$512,811
Participant contributions at end of year2019-12-31$41,626
Participant contributions at end of year2019-12-31$41,626
Participant contributions at beginning of year2019-12-31$49,121
Participant contributions at beginning of year2019-12-31$49,121
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$232,659
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$232,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10,647,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10,647,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,222,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,222,300
Other income not declared elsewhere2019-12-31$44,639
Administrative expenses (other) incurred2019-12-31$97,419
Administrative expenses (other) incurred2019-12-31$97,419
Liabilities. Value of operating payables at end of year2019-12-31$326,900
Liabilities. Value of operating payables at end of year2019-12-31$326,900
Liabilities. Value of operating payables at beginning of year2019-12-31$464,086
Liabilities. Value of operating payables at beginning of year2019-12-31$464,086
Total non interest bearing cash at end of year2019-12-31$712,258
Total non interest bearing cash at end of year2019-12-31$712,258
Total non interest bearing cash at beginning of year2019-12-31$162,296
Total non interest bearing cash at beginning of year2019-12-31$162,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,396,909
Value of net income/loss2019-12-31$-1,396,909
Value of net assets at end of year (total assets less liabilities)2019-12-31$893,229
Value of net assets at end of year (total assets less liabilities)2019-12-31$893,229
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,290,138
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,290,138
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$38,817
Investment advisory and management fees2019-12-31$38,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,947,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,947,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,234,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,234,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$259,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$614,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$614,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$614,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$614,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,726
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$465,818
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$465,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$743,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$743,207
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$6,029,197
Contributions received in cash from employer2019-12-31$6,029,197
Employer contributions (assets) at end of year2019-12-31$62,511
Employer contributions (assets) at end of year2019-12-31$62,511
Employer contributions (assets) at beginning of year2019-12-31$96,719
Employer contributions (assets) at beginning of year2019-12-31$96,719
Income. Dividends from preferred stock2019-12-31$496,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,095,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,095,661
Contract administrator fees2019-12-31$235,642
Contract administrator fees2019-12-31$235,642
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,168,953
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,168,953
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,193,801
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,193,801
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,520
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,520
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,275
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,275
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm name2019-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2019-12-31362152389
Accountancy firm EIN2019-12-31362152389
2018 : STAGEHANDS LOCAL TWO H&W PLAN 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$10,880,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,842,461
Total income from all sources (including contributions)2018-12-31$7,015,681
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,477,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,045,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,057,814
Value of total assets at end of year2018-12-31$13,170,325
Value of total assets at beginning of year2018-12-31$13,594,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$432,204
Total interest from all sources2018-12-31$4,225
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$619,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$65,127
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$454,824
Participant contributions at end of year2018-12-31$49,121
Participant contributions at beginning of year2018-12-31$19,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$220,687
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$401,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,222,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,820,100
Other income not declared elsewhere2018-12-31$132,913
Administrative expenses (other) incurred2018-12-31$112,656
Liabilities. Value of operating payables at end of year2018-12-31$464,086
Liabilities. Value of operating payables at beginning of year2018-12-31$1,035,213
Total non interest bearing cash at end of year2018-12-31$162,296
Total non interest bearing cash at beginning of year2018-12-31$110,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-461,908
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,290,138
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,752,046
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$37,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,234,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,799,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$614,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,057,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,057,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,225
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$415,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-799,108
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$6,602,990
Employer contributions (assets) at end of year2018-12-31$96,719
Employer contributions (assets) at beginning of year2018-12-31$206,904
Income. Dividends from preferred stock2018-12-31$619,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,408,793
Contract administrator fees2018-12-31$217,276
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,193,801
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$987,148
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$2,275
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2018-12-31362152389
2017 : STAGEHANDS LOCAL TWO H&W PLAN 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$10,842,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,241,430
Total income from all sources (including contributions)2017-12-31$7,351,014
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,161,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,803,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,112,629
Value of total assets at end of year2017-12-31$13,594,507
Value of total assets at beginning of year2017-12-31$10,803,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$358,359
Total interest from all sources2017-12-31$2,507
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$417,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$65,045
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$411,310
Participant contributions at end of year2017-12-31$19,330
Participant contributions at beginning of year2017-12-31$26,722
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$182,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$401,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$56,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,820,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,571,228
Other income not declared elsewhere2017-12-31$379,378
Administrative expenses (other) incurred2017-12-31$76,625
Liabilities. Value of operating payables at end of year2017-12-31$1,035,213
Liabilities. Value of operating payables at beginning of year2017-12-31$82,942
Total non interest bearing cash at end of year2017-12-31$110,373
Total non interest bearing cash at beginning of year2017-12-31$224,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,189,554
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,752,046
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,562,492
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$31,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,799,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,185,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,057,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$40,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$40,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,507
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$389,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$439,117
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$5,701,319
Employer contributions (assets) at end of year2017-12-31$206,904
Employer contributions (assets) at beginning of year2017-12-31$271,768
Income. Dividends from preferred stock2017-12-31$417,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,231,148
Contract administrator fees2017-12-31$185,089
Liabilities. Value of benefit claims payable at end of year2017-12-31$987,148
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$587,260
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2017-12-31362152389
2016 : STAGEHANDS LOCAL TWO H&W PLAN 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$9,241,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,480,935
Total income from all sources (including contributions)2016-12-31$6,475,866
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,130,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,753,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,962,465
Value of total assets at end of year2016-12-31$10,803,922
Value of total assets at beginning of year2016-12-31$10,698,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$377,278
Total interest from all sources2016-12-31$299
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$68,159
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$275,387
Participant contributions at end of year2016-12-31$26,722
Participant contributions at beginning of year2016-12-31$97,261
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$101,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$56,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$36,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,571,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,651,684
Other income not declared elsewhere2016-12-31$46,054
Administrative expenses (other) incurred2016-12-31$86,733
Liabilities. Value of operating payables at end of year2016-12-31$82,942
Liabilities. Value of operating payables at beginning of year2016-12-31$98,921
Total non interest bearing cash at end of year2016-12-31$224,055
Total non interest bearing cash at beginning of year2016-12-31$290,237
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$345,095
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,562,492
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,217,397
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$30,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,185,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,994,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$40,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$40,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$40,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$299
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$376,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$467,048
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$5,687,078
Employer contributions (assets) at end of year2016-12-31$271,768
Employer contributions (assets) at beginning of year2016-12-31$239,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,275,815
Contract administrator fees2016-12-31$192,118
Liabilities. Value of benefit claims payable at end of year2016-12-31$587,260
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$730,330
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2016-12-31362152389
2015 : STAGEHANDS LOCAL TWO H&W PLAN 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$9,480,935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,653,640
Total income from all sources (including contributions)2015-12-31$4,845,725
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,447,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,060,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,780,078
Value of total assets at end of year2015-12-31$10,698,332
Value of total assets at beginning of year2015-12-31$10,473,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$387,636
Total interest from all sources2015-12-31$162
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$68,381
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$234,768
Participant contributions at end of year2015-12-31$97,261
Participant contributions at beginning of year2015-12-31$5,153
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$193,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$36,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,651,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,025,062
Other income not declared elsewhere2015-12-31$50,130
Administrative expenses (other) incurred2015-12-31$124,690
Liabilities. Value of operating payables at end of year2015-12-31$98,921
Liabilities. Value of operating payables at beginning of year2015-12-31$78,779
Total non interest bearing cash at end of year2015-12-31$290,237
Total non interest bearing cash at beginning of year2015-12-31$424,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,602,054
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,217,397
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,819,451
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$28,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,994,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,341,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$40,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$161,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$161,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$162
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$324,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$15,355
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$4,545,310
Employer contributions (assets) at end of year2015-12-31$239,814
Employer contributions (assets) at beginning of year2015-12-31$531,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,542,175
Contract administrator fees2015-12-31$166,232
Liabilities. Value of benefit claims payable at end of year2015-12-31$730,330
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$549,799
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2015-12-31362152389
2014 : STAGEHANDS LOCAL TWO H&W PLAN 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$7,653,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,635,865
Total income from all sources (including contributions)2014-12-31$5,412,776
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,389,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,003,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,759,745
Value of total assets at end of year2014-12-31$10,473,091
Value of total assets at beginning of year2014-12-31$10,432,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$386,179
Total interest from all sources2014-12-31$195
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$69,488
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$402,524
Participant contributions at end of year2014-12-31$5,153
Participant contributions at beginning of year2014-12-31$63,875
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$143,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,025,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,606,882
Other income not declared elsewhere2014-12-31$180,124
Administrative expenses (other) incurred2014-12-31$132,362
Liabilities. Value of operating payables at end of year2014-12-31$78,779
Liabilities. Value of operating payables at beginning of year2014-12-31$121,742
Total non interest bearing cash at end of year2014-12-31$424,310
Total non interest bearing cash at beginning of year2014-12-31$53,723
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$23,158
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,819,451
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,796,293
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$25,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,341,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,577,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$161,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$261,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$261,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$195
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$286,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$472,712
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$4,357,221
Employer contributions (assets) at end of year2014-12-31$531,025
Employer contributions (assets) at beginning of year2014-12-31$475,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,573,835
Contract administrator fees2014-12-31$158,679
Liabilities. Value of benefit claims payable at end of year2014-12-31$549,799
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$907,241
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2014-12-31362152389
2013 : STAGEHANDS LOCAL TWO H&W PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,635,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,319,076
Total income from all sources (including contributions)2013-12-31$4,510,848
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,590,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,191,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,807,119
Value of total assets at end of year2013-12-31$10,432,158
Value of total assets at beginning of year2013-12-31$11,195,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$398,975
Total interest from all sources2013-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$89,642
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$332,215
Participant contributions at end of year2013-12-31$63,875
Participant contributions at beginning of year2013-12-31$110,792
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$108,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$16,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,606,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,313,882
Other income not declared elsewhere2013-12-31$90,547
Administrative expenses (other) incurred2013-12-31$80,200
Liabilities. Value of operating payables at end of year2013-12-31$121,742
Liabilities. Value of operating payables at beginning of year2013-12-31$180,481
Total non interest bearing cash at end of year2013-12-31$53,723
Total non interest bearing cash at beginning of year2013-12-31$462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,080,003
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,796,293
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,876,296
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$26,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,577,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,098,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$261,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$505,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$505,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$137
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$241,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$613,045
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$3,474,904
Employer contributions (assets) at end of year2013-12-31$475,655
Employer contributions (assets) at beginning of year2013-12-31$464,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,841,661
Contract administrator fees2013-12-31$202,379
Liabilities. Value of benefit claims payable at end of year2013-12-31$907,241
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$824,713
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2013-12-31362152389
2012 : STAGEHANDS LOCAL TWO H&W PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,319,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,092,925
Total income from all sources (including contributions)2012-12-31$4,537,599
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,376,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,959,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,523,580
Value of total assets at end of year2012-12-31$11,195,372
Value of total assets at beginning of year2012-12-31$10,808,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$417,026
Total interest from all sources2012-12-31$148
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$61,683
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$215,535
Participant contributions at end of year2012-12-31$110,792
Participant contributions at beginning of year2012-12-31$125,772
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$79,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$16,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$27,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,313,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,092,882
Other income not declared elsewhere2012-12-31$59,620
Administrative expenses (other) incurred2012-12-31$135,618
Liabilities. Value of operating payables at end of year2012-12-31$180,481
Liabilities. Value of operating payables at beginning of year2012-12-31$151,965
Total non interest bearing cash at end of year2012-12-31$462
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$160,919
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,876,296
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,715,377
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$25,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,098,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,833,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$505,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$435,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$435,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$148
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$210,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$954,251
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$3,308,045
Employer contributions (assets) at end of year2012-12-31$464,335
Employer contributions (assets) at beginning of year2012-12-31$386,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,669,752
Contract administrator fees2012-12-31$194,408
Liabilities. Value of benefit claims payable at end of year2012-12-31$824,713
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$848,078
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2012-12-31362152389
2011 : STAGEHANDS LOCAL TWO H&W PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,092,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,918,723
Total income from all sources (including contributions)2011-12-31$3,922,316
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,882,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,461,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,434,978
Value of total assets at end of year2011-12-31$10,808,302
Value of total assets at beginning of year2011-12-31$10,593,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$420,856
Total interest from all sources2011-12-31$233
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$79,365
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$173,528
Participant contributions at end of year2011-12-31$125,772
Participant contributions at beginning of year2011-12-31$137,536
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$60,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$27,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$30,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,092,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,119,882
Other income not declared elsewhere2011-12-31$40,276
Administrative expenses (other) incurred2011-12-31$124,269
Liabilities. Value of operating payables at end of year2011-12-31$151,965
Liabilities. Value of operating payables at beginning of year2011-12-31$181,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,959,797
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,715,377
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,675,174
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$26,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,833,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,663,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$435,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$446,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$446,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$222,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$446,829
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$3,261,450
Employer contributions (assets) at end of year2011-12-31$386,182
Employer contributions (assets) at beginning of year2011-12-31$315,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,178,168
Contract administrator fees2011-12-31$190,627
Liabilities. Value of benefit claims payable at end of year2011-12-31$848,078
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$617,817
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2011-12-31362152389
2010 : STAGEHANDS LOCAL TWO H&W PLAN 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$3,918,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,868,320
Total income from all sources (including contributions)2010-12-31$2,477,863
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,943,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,655,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,794,865
Value of total assets at end of year2010-12-31$10,593,897
Value of total assets at beginning of year2010-12-31$10,008,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$287,484
Total interest from all sources2010-12-31$86
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$121,881
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$125,746
Participant contributions at end of year2010-12-31$137,536
Participant contributions at beginning of year2010-12-31$139,364
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,535
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$33,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$30,707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,119,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,913,556
Administrative expenses (other) incurred2010-12-31$63,122
Liabilities. Value of operating payables at end of year2010-12-31$181,024
Liabilities. Value of operating payables at beginning of year2010-12-31$219,880
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$534,627
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,675,174
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,140,547
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$14,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,663,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,980,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$446,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$676,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$676,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$86
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$116,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$682,912
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$1,644,584
Employer contributions (assets) at end of year2010-12-31$315,320
Employer contributions (assets) at beginning of year2010-12-31$201,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,506,316
Contract administrator fees2010-12-31$87,862
Liabilities. Value of benefit claims payable at end of year2010-12-31$617,817
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$734,884
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$10,186
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2010-12-31362152389

Form 5500 Responses for STAGEHANDS LOCAL TWO H&W PLAN

2022: STAGEHANDS LOCAL TWO H&W PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STAGEHANDS LOCAL TWO H&W PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STAGEHANDS LOCAL TWO H&W PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STAGEHANDS LOCAL TWO H&W PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STAGEHANDS LOCAL TWO H&W PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STAGEHANDS LOCAL TWO H&W PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STAGEHANDS LOCAL TWO H&W PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STAGEHANDS LOCAL TWO H&W PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STAGEHANDS LOCAL TWO H&W PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STAGEHANDS LOCAL TWO H&W PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STAGEHANDS LOCAL TWO H&W PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STAGEHANDS LOCAL TWO H&W PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STAGEHANDS LOCAL TWO H&W PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: STAGEHANDS LOCAL TWO H&W PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10437
Policy instance 2
Insurance contract or identification numberSL10437
Number of Individuals Covered467
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,903
Total amount of fees paid to insurance companyUSD $0
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 $295,145
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,903
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF014809
Policy instance 1
Insurance contract or identification numberF014809
Number of Individuals Covered240
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $3,759
Total amount of fees paid to insurance companyUSD $6,014
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $77,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,759
Amount paid for insurance broker fees6014
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10437
Policy instance 3
Insurance contract or identification numberSL10437
Number of Individuals Covered230
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,869
Total amount of fees paid to insurance companyUSD $0
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 $193,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,869
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00379668
Policy instance 2
Insurance contract or identification number00379668
Number of Individuals Covered540
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $38,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF014809
Policy instance 1
Insurance contract or identification numberF014809
Number of Individuals Covered240
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,759
Total amount of fees paid to insurance companyUSD $3,247
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 providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $77,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,759
Amount paid for insurance broker fees3247
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF014809
Policy instance 1
Insurance contract or identification numberF014809
Number of Individuals Covered519
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,743
Total amount of fees paid to insurance companyUSD $3,247
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 providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $139,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,743
Amount paid for insurance broker fees3247
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00379668
Policy instance 2
Insurance contract or identification number00379668
Number of Individuals Covered544
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $37,855
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10437
Policy instance 3
Insurance contract or identification numberSL10437
Number of Individuals Covered518
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,508
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $325,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,508
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00379668
Policy instance 3
Insurance contract or identification number00379668
Number of Individuals Covered593
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $32,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50013
Policy instance 2
Insurance contract or identification numberSE3E50013
Number of Individuals Covered557
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,586
Total amount of fees paid to insurance companyUSD $0
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 $329,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,586
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF014809
Policy instance 1
Insurance contract or identification numberF014809
Number of Individuals Covered571
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,148
Total amount of fees paid to insurance companyUSD $2,766
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $136,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,148
Amount paid for insurance broker fees2766
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00379668
Policy instance 3
Insurance contract or identification number00379668
Number of Individuals Covered609
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $32,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF014809
Policy instance 1
Insurance contract or identification numberF014809
Number of Individuals Covered571
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,148
Total amount of fees paid to insurance companyUSD $2,766
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $99,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,148
Amount paid for insurance broker fees2766
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50013
Policy instance 2
Insurance contract or identification numberSE3E50013
Number of Individuals Covered588
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,321
Total amount of fees paid to insurance companyUSD $0
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 $316,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,321
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00379668
Policy instance 3
Insurance contract or identification number00379668
Number of Individuals Covered558
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50013
Policy instance 2
Insurance contract or identification numberSE3E50013
Number of Individuals Covered550
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,280
Total amount of fees paid to insurance companyUSD $0
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 $313,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,280
Insurance broker organization code?3
Insurance broker nameALLIANT EMPLOYEE BENEFITS
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF014809
Policy instance 1
Insurance contract or identification numberF014809
Number of Individuals Covered535
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $3,716
Total amount of fees paid to insurance companyUSD $4,839
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $75,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,716
Amount paid for insurance broker fees4839
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?3
Insurance broker nameMESIROW INSURANCE SERVICES INC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E-50013
Policy instance 1
Insurance contract or identification numberSE3E-50013
Number of Individuals Covered475
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
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 $237,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AI7N
Policy instance 2
Insurance contract or identification numberG000AI7N
Number of Individuals Covered475
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,995
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $82,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2995
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameMESIROW INSURANCE SERVICES INC.
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberGOOOA17N
Policy instance 2
Insurance contract or identification numberGOOOA17N
Number of Individuals Covered430
Insurance policy start date2014-01-01
Insurance policy end date2014-02-28
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?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E-50013
Policy instance 1
Insurance contract or identification numberSE3E-50013
Number of Individuals Covered430
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 $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
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 $207,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract number71412
Policy instance 3
Insurance contract or identification number71412
Number of Individuals Covered430
Insurance policy start date2014-03-01
Insurance policy end date2014-12-31
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?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $66,906
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E-50013
Policy instance 1
Insurance contract or identification numberSE3E-50013
Number of Individuals Covered400
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
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 $171,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberGOOOA17N
Policy instance 2
Insurance contract or identification numberGOOOA17N
Number of Individuals Covered400
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $70,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E-50013
Policy instance 1
Insurance contract or identification numberSE3E-50013
Number of Individuals Covered400
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
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 $144,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberGOOOA17N
Policy instance 2
Insurance contract or identification numberGOOOA17N
Number of Individuals Covered400
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $66,192
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberGOOOA17N
Policy instance 2
Insurance contract or identification numberGOOOA17N
Number of Individuals Covered397
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
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 $70,616
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E-50013
Policy instance 1
Insurance contract or identification numberSE3E-50013
Number of Individuals Covered397
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
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 $152,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E-50013
Policy instance 1
Insurance contract or identification numberSE3E-50013
Number of Individuals Covered386
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
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 $71,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF004503
Policy instance 2
Insurance contract or identification numberF004503
Number of Individuals Covered383
Insurance policy start date2010-07-01
Insurance policy end date2010-09-30
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?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $30,534
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberGOOOA17N
Policy instance 3
Insurance contract or identification numberGOOOA17N
Number of Individuals Covered383
Insurance policy start date2010-10-01
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?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,128

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