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OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameOPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN
Plan identification number 501

OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE
Employer identification number (EIN):440663379
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01STEPHANIE MCLAUGHLIN
5012016-01-01STEPHANIE MCLAUGHLIN
5012015-01-01STEPHANIE MCLAUGHLIN
5012014-01-01STEPHANIE MCLAUGHLIN
5012013-01-01STEPHANIE MCLAUGHLIN
5012012-01-01DAVID J. BARRY
5012011-01-01DAVID J. BARRY
5012010-01-01DAVID J. BARRY
5012009-01-01DAVID BARRY

Plan Statistics for OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN

Measure Date Value
2022: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,259
Total number of active participants reported on line 7a of the Form 55002022-01-012,994
Number of retired or separated participants receiving benefits2022-01-011,132
Number of other retired or separated participants entitled to future benefits2022-01-01218
Total of all active and inactive participants2022-01-014,344
Number of employers contributing to the scheme2022-01-01391
2021: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,274
Total number of active participants reported on line 7a of the Form 55002021-01-012,882
Number of retired or separated participants receiving benefits2021-01-011,160
Number of other retired or separated participants entitled to future benefits2021-01-01217
Total of all active and inactive participants2021-01-014,259
Number of employers contributing to the scheme2021-01-01391
2020: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,243
Total number of active participants reported on line 7a of the Form 55002020-01-012,893
Number of retired or separated participants receiving benefits2020-01-011,130
Number of other retired or separated participants entitled to future benefits2020-01-01251
Total of all active and inactive participants2020-01-014,274
Number of employers contributing to the scheme2020-01-01374
2019: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,102
Total number of active participants reported on line 7a of the Form 55002019-01-012,889
Number of retired or separated participants receiving benefits2019-01-011,142
Number of other retired or separated participants entitled to future benefits2019-01-01212
Total of all active and inactive participants2019-01-014,243
Number of employers contributing to the scheme2019-01-01367
2018: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,049
Total number of active participants reported on line 7a of the Form 55002018-01-012,754
Number of retired or separated participants receiving benefits2018-01-011,122
Number of other retired or separated participants entitled to future benefits2018-01-01226
Total of all active and inactive participants2018-01-014,102
Number of employers contributing to the scheme2018-01-01363
2017: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,033
Total number of active participants reported on line 7a of the Form 55002017-01-012,721
Number of retired or separated participants receiving benefits2017-01-011,098
Number of other retired or separated participants entitled to future benefits2017-01-01230
Total of all active and inactive participants2017-01-014,049
Number of employers contributing to the scheme2017-01-01351
2016: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,872
Total number of active participants reported on line 7a of the Form 55002016-01-012,705
Number of retired or separated participants receiving benefits2016-01-011,090
Number of other retired or separated participants entitled to future benefits2016-01-01238
Total of all active and inactive participants2016-01-014,033
Number of employers contributing to the scheme2016-01-01372
2015: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,832
Total number of active participants reported on line 7a of the Form 55002015-01-012,539
Number of retired or separated participants receiving benefits2015-01-011,036
Number of other retired or separated participants entitled to future benefits2015-01-01297
Total of all active and inactive participants2015-01-013,872
Number of employers contributing to the scheme2015-01-01363
2014: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,794
Total number of active participants reported on line 7a of the Form 55002014-01-012,495
Number of retired or separated participants receiving benefits2014-01-011,103
Number of other retired or separated participants entitled to future benefits2014-01-01234
Total of all active and inactive participants2014-01-013,832
Number of employers contributing to the scheme2014-01-01388
2013: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,658
Total number of active participants reported on line 7a of the Form 55002013-01-012,508
Number of retired or separated participants receiving benefits2013-01-011,046
Number of other retired or separated participants entitled to future benefits2013-01-01240
Total of all active and inactive participants2013-01-013,794
Number of employers contributing to the scheme2013-01-01403
2012: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,757
Total number of active participants reported on line 7a of the Form 55002012-01-012,470
Number of retired or separated participants receiving benefits2012-01-011,188
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013,658
Number of employers contributing to the scheme2012-01-01393
2011: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,343
Total number of active participants reported on line 7a of the Form 55002011-01-012,466
Number of retired or separated participants receiving benefits2011-01-011,291
Total of all active and inactive participants2011-01-013,757
Number of employers contributing to the scheme2011-01-01384
2010: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,688
Total number of active participants reported on line 7a of the Form 55002010-01-013,060
Number of retired or separated participants receiving benefits2010-01-011,283
Total of all active and inactive participants2010-01-014,343
Number of employers contributing to the scheme2010-01-01407
2009: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,715
Total number of active participants reported on line 7a of the Form 55002009-01-013,430
Number of retired or separated participants receiving benefits2009-01-011,258
Total of all active and inactive participants2009-01-014,688
Total participants2009-01-014,688
Number of employers contributing to the scheme2009-01-01429

Financial Data on OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN

Measure Date Value
2022 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,678,628
Total unrealized appreciation/depreciation of assets2022-12-31$-3,678,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,097,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,631,375
Total income from all sources (including contributions)2022-12-31$51,391,262
Total loss/gain on sale of assets2022-12-31$-195,161
Total of all expenses incurred2022-12-31$55,059,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$49,129,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$56,665,941
Value of total assets at end of year2022-12-31$59,839,200
Value of total assets at beginning of year2022-12-31$63,041,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,930,594
Total interest from all sources2022-12-31$1,258,764
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$790,863
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,656,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,708,265
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,533,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$312,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$58,774
Other income not declared elsewhere2022-12-31$654,143
Administrative expenses (other) incurred2022-12-31$1,416,372
Liabilities. Value of operating payables at end of year2022-12-31$102,915
Liabilities. Value of operating payables at beginning of year2022-12-31$71,601
Total non interest bearing cash at end of year2022-12-31$10,977,933
Total non interest bearing cash at beginning of year2022-12-31$9,089,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,668,552
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,741,634
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,410,186
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$109,871
Interest earned on other investments2022-12-31$896
Income. Interest from US Government securities2022-12-31$1,250,943
Income. Interest from corporate debt instruments2022-12-31$2,099
Value of interest in common/collective trusts at end of year2022-12-31$14,638,448
Value of interest in common/collective trusts at beginning of year2022-12-31$17,180,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$80,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$149,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$149,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,826
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$2,211,868
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$2,393,114
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,265,761
Asset value of US Government securities at end of year2022-12-31$24,455,253
Asset value of US Government securities at beginning of year2022-12-31$27,087,692
Net investment gain or loss from common/collective trusts2022-12-31$-3,141,532
Net gain/loss from 103.12 investment entities2022-12-31$-172,265
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$51,009,836
Employer contributions (assets) at end of year2022-12-31$4,412,006
Employer contributions (assets) at beginning of year2022-12-31$4,254,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$46,863,459
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$354,666
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$353,552
Contract administrator fees2022-12-31$3,613,488
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,682,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,501,000
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 appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$6,650,951
Aggregate carrying amount (costs) on sale of assets2022-12-31$6,846,112
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-624,886
Total unrealized appreciation/depreciation of assets2021-12-31$-624,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,631,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,825,478
Total income from all sources (including contributions)2021-12-31$57,125,467
Total loss/gain on sale of assets2021-12-31$-298,231
Total of all expenses incurred2021-12-31$52,703,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$46,988,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$53,747,131
Value of total assets at end of year2021-12-31$63,041,561
Value of total assets at beginning of year2021-12-31$58,813,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,715,145
Total interest from all sources2021-12-31$1,100,036
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$773,501
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,699,074
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,533,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,753,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$58,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$58,774
Other income not declared elsewhere2021-12-31$36,341
Administrative expenses (other) incurred2021-12-31$1,426,945
Liabilities. Value of operating payables at end of year2021-12-31$71,601
Liabilities. Value of operating payables at beginning of year2021-12-31$406,704
Total non interest bearing cash at end of year2021-12-31$9,089,663
Total non interest bearing cash at beginning of year2021-12-31$6,851,371
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$4,421,667
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,410,186
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,988,519
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$130,751
Interest earned on other investments2021-12-31$29
Income. Interest from US Government securities2021-12-31$1,092,371
Income. Interest from corporate debt instruments2021-12-31$7,524
Value of interest in common/collective trusts at end of year2021-12-31$17,180,602
Value of interest in common/collective trusts at beginning of year2021-12-31$16,306,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$149,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,853,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,853,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$112
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$2,393,114
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$2,111,003
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,248,042
Asset value of US Government securities at end of year2021-12-31$27,087,692
Asset value of US Government securities at beginning of year2021-12-31$22,419,776
Net investment gain or loss from common/collective trusts2021-12-31$2,873,976
Net gain/loss from 103.12 investment entities2021-12-31$291,100
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$48,048,057
Employer contributions (assets) at end of year2021-12-31$4,254,361
Employer contributions (assets) at beginning of year2021-12-31$4,362,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$44,740,613
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$353,552
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$155,961
Contract administrator fees2021-12-31$3,383,948
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,501,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,360,000
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 appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$18,723,502
Aggregate carrying amount (costs) on sale of assets2021-12-31$19,021,733
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$173,766
Total unrealized appreciation/depreciation of assets2020-12-31$173,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,825,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,728,606
Total income from all sources (including contributions)2020-12-31$56,904,543
Total loss/gain on sale of assets2020-12-31$-1,421,733
Total of all expenses incurred2020-12-31$48,402,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$42,758,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$54,675,446
Value of total assets at end of year2020-12-31$58,813,997
Value of total assets at beginning of year2020-12-31$52,215,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,644,452
Total interest from all sources2020-12-31$990,163
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$768,997
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,613,887
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,753,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,601,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$58,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$111,500
Other income not declared elsewhere2020-12-31$27,641
Administrative expenses (other) incurred2020-12-31$1,350,625
Liabilities. Value of operating payables at end of year2020-12-31$406,704
Liabilities. Value of operating payables at beginning of year2020-12-31$308,106
Total non interest bearing cash at end of year2020-12-31$6,851,371
Total non interest bearing cash at beginning of year2020-12-31$3,296,356
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$8,501,948
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,988,519
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,486,571
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,452,162
Investment advisory and management fees2020-12-31$107,158
Interest earned on other investments2020-12-31$3,992
Income. Interest from US Government securities2020-12-31$978,747
Income. Interest from corporate debt instruments2020-12-31$6,008
Value of interest in common/collective trusts at end of year2020-12-31$16,306,597
Value of interest in common/collective trusts at beginning of year2020-12-31$12,778,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,853,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$557,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$557,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,416
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$2,111,003
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$2,054,012
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,053,962
Asset value of US Government securities at end of year2020-12-31$22,419,776
Asset value of US Government securities at beginning of year2020-12-31$23,110,355
Net investment gain or loss from common/collective trusts2020-12-31$2,394,575
Net gain/loss from 103.12 investment entities2020-12-31$64,685
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$49,061,559
Employer contributions (assets) at end of year2020-12-31$4,362,380
Employer contributions (assets) at beginning of year2020-12-31$4,209,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$40,704,181
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$155,961
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$154,428
Contract administrator fees2020-12-31$3,417,672
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,360,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$6,309,000
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 appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$28,240,432
Aggregate carrying amount (costs) on sale of assets2020-12-31$29,662,165
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,318,807
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,318,807
Total unrealized appreciation/depreciation of assets2019-12-31$1,318,807
Total unrealized appreciation/depreciation of assets2019-12-31$1,318,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,728,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,728,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,032,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,032,942
Total income from all sources (including contributions)2019-12-31$56,318,070
Total income from all sources (including contributions)2019-12-31$56,318,070
Total loss/gain on sale of assets2019-12-31$-744,536
Total loss/gain on sale of assets2019-12-31$-744,536
Total of all expenses incurred2019-12-31$50,399,846
Total of all expenses incurred2019-12-31$50,399,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,977,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,977,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,767,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,767,377
Value of total assets at end of year2019-12-31$52,215,177
Value of total assets at end of year2019-12-31$52,215,177
Value of total assets at beginning of year2019-12-31$44,601,289
Value of total assets at beginning of year2019-12-31$44,601,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,421,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,421,868
Total interest from all sources2019-12-31$1,080,714
Total interest from all sources2019-12-31$1,080,714
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$756,583
Administrative expenses professional fees incurred2019-12-31$756,583
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
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,419,035
Contributions received from participants2019-12-31$5,419,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,601,056
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,601,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,969,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,969,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$111,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$111,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$58,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$58,873
Other income not declared elsewhere2019-12-31$37,330
Other income not declared elsewhere2019-12-31$37,330
Administrative expenses (other) incurred2019-12-31$1,267,241
Administrative expenses (other) incurred2019-12-31$1,267,241
Liabilities. Value of operating payables at end of year2019-12-31$308,106
Liabilities. Value of operating payables at beginning of year2019-12-31$238,069
Liabilities. Value of operating payables at beginning of year2019-12-31$238,069
Total non interest bearing cash at end of year2019-12-31$3,296,356
Total non interest bearing cash at end of year2019-12-31$3,296,356
Total non interest bearing cash at beginning of year2019-12-31$2,679,001
Total non interest bearing cash at beginning of year2019-12-31$2,679,001
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$5,918,224
Value of net income/loss2019-12-31$5,918,224
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,486,571
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,486,571
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,568,347
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,568,347
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
Assets. partnership/joint venture interests at end of year2019-12-31$2,452,162
Assets. partnership/joint venture interests at end of year2019-12-31$2,452,162
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,847,178
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,847,178
Investment advisory and management fees2019-12-31$102,269
Investment advisory and management fees2019-12-31$102,269
Interest earned on other investments2019-12-31$4,061
Interest earned on other investments2019-12-31$4,061
Income. Interest from US Government securities2019-12-31$1,061,320
Income. Interest from US Government securities2019-12-31$1,061,320
Income. Interest from corporate debt instruments2019-12-31$6,008
Income. Interest from corporate debt instruments2019-12-31$6,008
Value of interest in common/collective trusts at end of year2019-12-31$12,778,916
Value of interest in common/collective trusts at end of year2019-12-31$12,778,916
Value of interest in common/collective trusts at beginning of year2019-12-31$10,178,515
Value of interest in common/collective trusts at beginning of year2019-12-31$10,178,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$557,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$557,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$315,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$315,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$315,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$315,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,325
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$2,054,012
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$2,054,012
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$1,799,263
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$1,799,263
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,713,572
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,713,572
Asset value of US Government securities at end of year2019-12-31$23,110,355
Asset value of US Government securities at end of year2019-12-31$23,110,355
Asset value of US Government securities at beginning of year2019-12-31$21,344,820
Asset value of US Government securities at beginning of year2019-12-31$21,344,820
Net investment gain or loss from common/collective trusts2019-12-31$2,597,939
Net investment gain or loss from common/collective trusts2019-12-31$2,597,939
Net gain/loss from 103.12 investment entities2019-12-31$260,439
Net gain/loss from 103.12 investment entities2019-12-31$260,439
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$46,348,342
Contributions received in cash from employer2019-12-31$46,348,342
Employer contributions (assets) at end of year2019-12-31$4,209,993
Employer contributions (assets) at end of year2019-12-31$4,209,993
Employer contributions (assets) at beginning of year2019-12-31$4,314,755
Employer contributions (assets) at beginning of year2019-12-31$4,314,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,264,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,264,406
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$154,428
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$154,428
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$152,648
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$152,648
Contract administrator fees2019-12-31$3,295,775
Contract administrator fees2019-12-31$3,295,775
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,309,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,309,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,736,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,736,000
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 appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$16,596,888
Aggregate proceeds on sale of assets2019-12-31$16,596,888
Aggregate carrying amount (costs) on sale of assets2019-12-31$17,341,424
Aggregate carrying amount (costs) on sale of assets2019-12-31$17,341,424
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-413,764
Total unrealized appreciation/depreciation of assets2018-12-31$-413,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,032,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,977,098
Total income from all sources (including contributions)2018-12-31$47,534,700
Total loss/gain on sale of assets2018-12-31$-383,289
Total of all expenses incurred2018-12-31$46,819,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$41,694,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$48,310,115
Value of total assets at end of year2018-12-31$44,601,289
Value of total assets at beginning of year2018-12-31$43,830,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,125,078
Total interest from all sources2018-12-31$1,007,053
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$725,570
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,397,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,969,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,398,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$58,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$73,893
Other income not declared elsewhere2018-12-31$19,140
Administrative expenses (other) incurred2018-12-31$1,143,233
Liabilities. Value of operating payables at end of year2018-12-31$238,069
Liabilities. Value of operating payables at beginning of year2018-12-31$341,205
Total non interest bearing cash at end of year2018-12-31$2,679,001
Total non interest bearing cash at beginning of year2018-12-31$2,356,080
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$715,108
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,568,347
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,853,239
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
Assets. partnership/joint venture interests at end of year2018-12-31$1,847,178
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,055,972
Investment advisory and management fees2018-12-31$114,047
Interest earned on other investments2018-12-31$6,824
Income. Interest from US Government securities2018-12-31$989,786
Income. Interest from corporate debt instruments2018-12-31$6,008
Value of interest in common/collective trusts at end of year2018-12-31$10,178,515
Value of interest in common/collective trusts at beginning of year2018-12-31$11,367,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$315,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$458,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$458,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,435
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$1,799,263
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$1,881,835
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,369,405
Asset value of US Government securities at end of year2018-12-31$21,344,820
Asset value of US Government securities at beginning of year2018-12-31$19,534,994
Net investment gain or loss from common/collective trusts2018-12-31$-930,462
Net gain/loss from 103.12 investment entities2018-12-31$-74,093
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$42,913,090
Employer contributions (assets) at end of year2018-12-31$4,314,755
Employer contributions (assets) at beginning of year2018-12-31$3,620,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$40,325,109
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$152,648
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$156,539
Contract administrator fees2018-12-31$3,142,228
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,736,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,562,000
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 appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$4,844,879
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,228,168
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$219,856
Total unrealized appreciation/depreciation of assets2017-12-31$219,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,977,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,861,690
Total income from all sources (including contributions)2017-12-31$47,146,141
Total loss/gain on sale of assets2017-12-31$-505,112
Total of all expenses incurred2017-12-31$48,062,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$43,187,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$43,720,550
Value of total assets at end of year2017-12-31$43,830,337
Value of total assets at beginning of year2017-12-31$43,631,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,874,752
Total interest from all sources2017-12-31$1,015,689
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$725,315
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,314,646
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,398,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,687,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$73,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$253,538
Other income not declared elsewhere2017-12-31$21,324
Administrative expenses (other) incurred2017-12-31$1,054,480
Liabilities. Value of operating payables at end of year2017-12-31$341,205
Liabilities. Value of operating payables at beginning of year2017-12-31$330,152
Total non interest bearing cash at end of year2017-12-31$2,356,080
Total non interest bearing cash at beginning of year2017-12-31$2,819,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-916,459
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,853,239
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,769,698
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
Assets. partnership/joint venture interests at end of year2017-12-31$2,055,972
Assets. partnership/joint venture interests at beginning of year2017-12-31$2,246,370
Investment advisory and management fees2017-12-31$78,222
Income. Interest from US Government securities2017-12-31$1,007,855
Income. Interest from corporate debt instruments2017-12-31$4,707
Value of interest in common/collective trusts at end of year2017-12-31$11,367,763
Value of interest in common/collective trusts at beginning of year2017-12-31$10,950,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$458,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$552,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$552,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,127
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$1,881,835
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$723,078
Asset value of US Government securities at end of year2017-12-31$19,534,994
Asset value of US Government securities at beginning of year2017-12-31$21,910,286
Net investment gain or loss from common/collective trusts2017-12-31$2,432,967
Net gain/loss from 103.12 investment entities2017-12-31$240,867
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$38,405,904
Employer contributions (assets) at end of year2017-12-31$3,620,375
Employer contributions (assets) at beginning of year2017-12-31$3,179,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$42,464,770
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$156,539
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$285,188
Contract administrator fees2017-12-31$3,016,735
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,562,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,278,000
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 appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$9,143,881
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,648,993
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$282,471
Total unrealized appreciation/depreciation of assets2016-12-31$282,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,861,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,638,641
Total income from all sources (including contributions)2016-12-31$42,918,432
Total loss/gain on sale of assets2016-12-31$-686,343
Total of all expenses incurred2016-12-31$42,835,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$38,880,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$41,300,064
Value of total assets at end of year2016-12-31$43,631,388
Value of total assets at beginning of year2016-12-31$43,324,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,954,906
Total interest from all sources2016-12-31$1,076,299
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$652,650
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,340,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,687,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$985,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$253,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$240,956
Other income not declared elsewhere2016-12-31$25,064
Administrative expenses (other) incurred2016-12-31$1,112,028
Liabilities. Value of operating payables at end of year2016-12-31$330,152
Liabilities. Value of operating payables at beginning of year2016-12-31$496,685
Total non interest bearing cash at end of year2016-12-31$2,819,757
Total non interest bearing cash at beginning of year2016-12-31$3,838,878
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$83,418
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,769,698
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,686,280
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
Assets. partnership/joint venture interests at end of year2016-12-31$2,246,370
Assets. partnership/joint venture interests at beginning of year2016-12-31$2,076,851
Investment advisory and management fees2016-12-31$89,575
Income. Interest from US Government securities2016-12-31$1,042,315
Income. Interest from corporate debt instruments2016-12-31$31,919
Value of interest in common/collective trusts at end of year2016-12-31$10,950,357
Value of interest in common/collective trusts at beginning of year2016-12-31$10,178,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$552,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$82,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$82,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,065
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$536,204
Asset value of US Government securities at end of year2016-12-31$21,910,286
Asset value of US Government securities at beginning of year2016-12-31$22,576,181
Net investment gain or loss from common/collective trusts2016-12-31$920,877
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$35,959,530
Employer contributions (assets) at end of year2016-12-31$3,179,315
Employer contributions (assets) at beginning of year2016-12-31$2,861,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$38,343,904
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$285,188
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$724,832
Contract administrator fees2016-12-31$2,100,653
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,278,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,901,000
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$12,223,554
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,909,897
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-120,601
Total unrealized appreciation/depreciation of assets2015-12-31$-120,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,638,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,926,374
Total income from all sources (including contributions)2015-12-31$37,949,577
Total loss/gain on sale of assets2015-12-31$-450,209
Total of all expenses incurred2015-12-31$39,088,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,222,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$37,550,584
Value of total assets at end of year2015-12-31$43,324,921
Value of total assets at beginning of year2015-12-31$44,751,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,866,050
Total interest from all sources2015-12-31$1,120,446
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$485,448
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,245,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$985,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,891,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$240,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$279,157
Other income not declared elsewhere2015-12-31$16,096
Administrative expenses (other) incurred2015-12-31$505,186
Liabilities. Value of operating payables at end of year2015-12-31$496,685
Liabilities. Value of operating payables at beginning of year2015-12-31$666,217
Total non interest bearing cash at end of year2015-12-31$3,838,878
Total non interest bearing cash at beginning of year2015-12-31$96,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,138,865
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,686,280
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,825,145
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
Assets. partnership/joint venture interests at end of year2015-12-31$2,076,851
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$91,914
Income. Interest from US Government securities2015-12-31$1,068,345
Income. Interest from corporate debt instruments2015-12-31$50,574
Value of interest in common/collective trusts at end of year2015-12-31$10,178,523
Value of interest in common/collective trusts at beginning of year2015-12-31$11,693,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$82,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,156,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,156,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,527
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$339,884
Asset value of US Government securities at end of year2015-12-31$22,576,181
Asset value of US Government securities at beginning of year2015-12-31$23,576,072
Net investment gain or loss from common/collective trusts2015-12-31$-166,739
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$32,305,549
Employer contributions (assets) at end of year2015-12-31$2,861,348
Employer contributions (assets) at beginning of year2015-12-31$2,624,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,882,508
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$724,832
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$683,509
Contract administrator fees2015-12-31$2,783,502
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,901,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,981,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$30,313
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,548,678
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,998,887
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-38,807
Total unrealized appreciation/depreciation of assets2014-12-31$-38,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,926,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,236,188
Total income from all sources (including contributions)2014-12-31$37,781,065
Total loss/gain on sale of assets2014-12-31$-413,418
Total of all expenses incurred2014-12-31$34,895,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$30,934,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$36,498,760
Value of total assets at end of year2014-12-31$44,751,519
Value of total assets at beginning of year2014-12-31$42,176,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,961,471
Total interest from all sources2014-12-31$1,205,767
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$220,271
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,082,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,891,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,241,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$279,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$219,294
Other income not declared elsewhere2014-12-31$23,068
Administrative expenses (other) incurred2014-12-31$1,029,244
Liabilities. Value of operating payables at end of year2014-12-31$666,217
Liabilities. Value of operating payables at beginning of year2014-12-31$341,894
Total non interest bearing cash at end of year2014-12-31$96,248
Total non interest bearing cash at beginning of year2014-12-31$2,008,794
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$2,885,098
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,825,145
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,940,047
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$98,299
Income. Interest from US Government securities2014-12-31$1,154,116
Income. Interest from corporate debt instruments2014-12-31$51,278
Value of interest in common/collective trusts at end of year2014-12-31$11,693,295
Value of interest in common/collective trusts at beginning of year2014-12-31$10,738,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,156,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,111,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,111,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$373
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$198,494
Asset value of US Government securities at end of year2014-12-31$23,576,072
Asset value of US Government securities at beginning of year2014-12-31$21,081,546
Net investment gain or loss from common/collective trusts2014-12-31$505,695
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$31,416,011
Employer contributions (assets) at end of year2014-12-31$2,624,659
Employer contributions (assets) at beginning of year2014-12-31$2,774,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$30,736,002
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$683,509
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,191,288
Contract administrator fees2014-12-31$2,613,657
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,981,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,675,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$30,313
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$28,979
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$14,384,664
Aggregate carrying amount (costs) on sale of assets2014-12-31$14,798,082
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,409,987
Total unrealized appreciation/depreciation of assets2013-12-31$-1,409,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,236,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,348,975
Total income from all sources (including contributions)2013-12-31$36,302,001
Total loss/gain on sale of assets2013-12-31$-117,676
Total of all expenses incurred2013-12-31$34,896,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$31,450,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$34,723,057
Value of total assets at end of year2013-12-31$42,176,235
Value of total assets at beginning of year2013-12-31$40,883,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,445,622
Total interest from all sources2013-12-31$1,207,889
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$186,191
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,145,381
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,241,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,511,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$219,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$592,344
Other income not declared elsewhere2013-12-31$44,115
Administrative expenses (other) incurred2013-12-31$610,677
Liabilities. Value of operating payables at end of year2013-12-31$341,894
Liabilities. Value of operating payables at beginning of year2013-12-31$141,631
Total non interest bearing cash at end of year2013-12-31$2,008,794
Total non interest bearing cash at beginning of year2013-12-31$42,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,405,453
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,940,047
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,534,594
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$93,257
Income. Interest from US Government securities2013-12-31$1,143,056
Income. Interest from corporate debt instruments2013-12-31$64,454
Value of interest in common/collective trusts at end of year2013-12-31$10,738,155
Value of interest in common/collective trusts at beginning of year2013-12-31$7,408,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,111,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$653,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$653,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$379
Asset value of US Government securities at end of year2013-12-31$21,081,546
Asset value of US Government securities at beginning of year2013-12-31$26,613,137
Net investment gain or loss from common/collective trusts2013-12-31$1,854,603
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$29,577,676
Employer contributions (assets) at end of year2013-12-31$2,774,170
Employer contributions (assets) at beginning of year2013-12-31$2,480,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$31,450,926
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,191,288
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,131,086
Contract administrator fees2013-12-31$2,555,497
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,675,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,615,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$28,979
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$42,407
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 PBGC2013-12-31Yes
Aggregate proceeds on sale of assets2013-12-31$13,937,022
Aggregate carrying amount (costs) on sale of assets2013-12-31$14,054,698
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-173,815
Total unrealized appreciation/depreciation of assets2012-12-31$-173,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,348,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,736,728
Total income from all sources (including contributions)2012-12-31$35,023,968
Total loss/gain on sale of assets2012-12-31$-214,931
Total of all expenses incurred2012-12-31$36,696,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,857,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,974,293
Value of total assets at end of year2012-12-31$40,883,569
Value of total assets at beginning of year2012-12-31$42,944,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,839,058
Total interest from all sources2012-12-31$1,338,967
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$262,248
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,115,963
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,720,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,511,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,120,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$592,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$30,522
Administrative expenses (other) incurred2012-12-31$656,387
Liabilities. Value of operating payables at end of year2012-12-31$141,631
Liabilities. Value of operating payables at beginning of year2012-12-31$932,728
Total non interest bearing cash at end of year2012-12-31$42,825
Total non interest bearing cash at beginning of year2012-12-31$53,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,672,683
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,534,594
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,207,277
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$89,099
Income. Interest from US Government securities2012-12-31$1,285,704
Income. Interest from corporate debt instruments2012-12-31$52,944
Value of interest in common/collective trusts at end of year2012-12-31$7,408,553
Value of interest in common/collective trusts at beginning of year2012-12-31$6,339,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$653,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$489,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$489,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$319
Asset value of US Government securities at end of year2012-12-31$26,613,137
Asset value of US Government securities at beginning of year2012-12-31$27,554,888
Net investment gain or loss from common/collective trusts2012-12-31$1,068,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$27,858,330
Employer contributions (assets) at end of year2012-12-31$2,480,741
Employer contributions (assets) at beginning of year2012-12-31$3,795,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$34,857,593
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,131,086
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$807,363
Contract administrator fees2012-12-31$831,324
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,615,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,804,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$42,407
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$61,947
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$14,191,741
Aggregate carrying amount (costs) on sale of assets2012-12-31$14,406,672
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$17,243
Total unrealized appreciation/depreciation of assets2011-12-31$17,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,736,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,716,965
Total income from all sources (including contributions)2011-12-31$32,625,256
Total loss/gain on sale of assets2011-12-31$435,780
Total of all expenses incurred2011-12-31$36,338,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$34,739,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,124,311
Value of total assets at end of year2011-12-31$42,944,005
Value of total assets at beginning of year2011-12-31$45,637,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,599,009
Total interest from all sources2011-12-31$1,418,946
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$225,976
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,221,205
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,720,754
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,413,359
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,120,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$993,702
Other income not declared elsewhere2011-12-31$19,454
Administrative expenses (other) incurred2011-12-31$617,096
Liabilities. Value of operating payables at end of year2011-12-31$932,728
Liabilities. Value of operating payables at beginning of year2011-12-31$329,965
Total non interest bearing cash at end of year2011-12-31$53,809
Total non interest bearing cash at beginning of year2011-12-31$50,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,713,096
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,207,277
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,920,373
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$91,035
Interest earned on other investments2011-12-31$237,272
Income. Interest from US Government securities2011-12-31$1,166,829
Income. Interest from corporate debt instruments2011-12-31$13,888
Value of interest in common/collective trusts at end of year2011-12-31$6,339,622
Value of interest in common/collective trusts at beginning of year2011-12-31$8,730,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$489,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,144,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,144,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$957
Asset value of US Government securities at end of year2011-12-31$27,554,888
Asset value of US Government securities at beginning of year2011-12-31$24,592,631
Net investment gain or loss from common/collective trusts2011-12-31$-390,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$25,903,106
Employer contributions (assets) at end of year2011-12-31$3,795,075
Employer contributions (assets) at beginning of year2011-12-31$5,859,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$34,739,343
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$807,363
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$783,803
Contract administrator fees2011-12-31$664,902
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,804,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,387,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$61,947
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$68,623
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$30,780,429
Aggregate carrying amount (costs) on sale of assets2011-12-31$30,344,649
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 name2011-12-31COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2011-12-31481028532
2010 : OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$994,608
Total unrealized appreciation/depreciation of assets2010-12-31$994,608
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,716,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,670,875
Total income from all sources (including contributions)2010-12-31$35,970,072
Total loss/gain on sale of assets2010-12-31$-51,354
Total of all expenses incurred2010-12-31$36,670,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$34,867,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$33,619,099
Value of total assets at end of year2010-12-31$45,637,338
Value of total assets at beginning of year2010-12-31$45,291,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,803,195
Total interest from all sources2010-12-31$1,382,459
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$190,825
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,500,464
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,413,359
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,871,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$993,702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$846,427
Other income not declared elsewhere2010-12-31$25,260
Administrative expenses (other) incurred2010-12-31$628,792
Liabilities. Value of operating payables at end of year2010-12-31$329,965
Liabilities. Value of operating payables at beginning of year2010-12-31$157,875
Total non interest bearing cash at end of year2010-12-31$50,846
Total non interest bearing cash at beginning of year2010-12-31$39,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-700,514
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,920,373
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,620,887
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$106,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,730,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,755,101
Interest earned on other investments2010-12-31$185,180
Income. Interest from US Government securities2010-12-31$1,147,886
Income. Interest from corporate debt instruments2010-12-31$48,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,144,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$198,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$198,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,060
Asset value of US Government securities at end of year2010-12-31$24,592,631
Asset value of US Government securities at beginning of year2010-12-31$24,106,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Value of employer real property at end of year2010-12-31$68,623
Assets. Value of employer real property at beginning of year2010-12-31$90,552
Contributions received in cash from employer2010-12-31$28,118,635
Employer contributions (assets) at end of year2010-12-31$5,859,696
Employer contributions (assets) at beginning of year2010-12-31$6,434,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,867,391
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$783,803
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,949,338
Contract administrator fees2010-12-31$876,584
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,387,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,513,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$15,950,185
Aggregate carrying amount (costs) on sale of assets2010-12-31$16,001,539
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 name2010-12-31COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2010-12-31481028532

Form 5500 Responses for OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN

2022: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number43-1257251
Policy instance 1
Insurance contract or identification number43-1257251
Number of Individuals Covered3519
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,265,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number43-1257251
Policy instance 1
Insurance contract or identification number43-1257251
Number of Individuals Covered2963
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,248,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number43-1257251
Policy instance 1
Insurance contract or identification number43-1257251
Number of Individuals Covered3138
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,053,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number43-1257251
Policy instance 1
Insurance contract or identification number43-1257251
Number of Individuals Covered2940
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,713,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number43-1257251
Policy instance 1
Insurance contract or identification number43-1257251
Number of Individuals Covered2936
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $723,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number43-1257251
Policy instance 1
Insurance contract or identification number43-1257251
Number of Individuals Covered2789
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $339,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number43-1257251
Policy instance 1
Insurance contract or identification number43-1257251
Number of Individuals Covered6722
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $198,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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