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U.A. LOCAL 782 HEALTH PLAN 401k Plan overview

Plan NameU.A. LOCAL 782 HEALTH PLAN
Plan identification number 501

U.A. LOCAL 782 HEALTH PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF UA LOC 782 HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF UA LOC 782 HEALTH PLAN
Employer identification number (EIN):516017388
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL 782 HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-01-01KENNETH SELLERS
5012014-01-01KENNETH SELLERS
5012013-01-01KENNETH SELLERS
5012012-01-01KENNETH SELLERS
5012011-01-01KENNETH SELLERS
5012010-01-01KENNETH SELLERS
5012009-01-01KENNETH SELLERS

Plan Statistics for U.A. LOCAL 782 HEALTH PLAN

401k plan membership statisitcs for U.A. LOCAL 782 HEALTH PLAN

Measure Date Value
2015: U.A. LOCAL 782 HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: U.A. LOCAL 782 HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: U.A. LOCAL 782 HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: U.A. LOCAL 782 HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0192
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
Number of employers contributing to the scheme2012-01-0124
2011: U.A. LOCAL 782 HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0150
Total number of active participants reported on line 7a of the Form 55002011-01-0192
Total of all active and inactive participants2011-01-0192
Total participants2011-01-0192
Number of employers contributing to the scheme2011-01-0125
2010: U.A. LOCAL 782 HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0165
Total number of active participants reported on line 7a of the Form 55002010-01-0150
Total of all active and inactive participants2010-01-0150
Total participants2010-01-0150
Number of employers contributing to the scheme2010-01-0124
2009: U.A. LOCAL 782 HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0182
Total number of active participants reported on line 7a of the Form 55002009-01-0165
Total of all active and inactive participants2009-01-0165
Total participants2009-01-0165
Number of employers contributing to the scheme2009-01-0127

Financial Data on U.A. LOCAL 782 HEALTH PLAN

Measure Date Value
2015 : U.A. LOCAL 782 HEALTH PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$32
Total income from all sources2015-12-31$160
Expenses. Total of all expenses incurred2015-12-31$16,872
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$16,744
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$16,872
Other income received2015-12-31$160
Net income (gross income less expenses)2015-12-31$-16,712
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$16,712
2014 : U.A. LOCAL 782 HEALTH PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$32
Total plan liabilities at beginning of year2014-12-31$496
Total income from all sources2014-12-31$750
Expenses. Total of all expenses incurred2014-12-31$15,880
Total plan assets at end of year2014-12-31$16,744
Total plan assets at beginning of year2014-12-31$32,338
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$15,880
Other income received2014-12-31$750
Net income (gross income less expenses)2014-12-31$-15,130
Net plan assets at end of year (total assets less liabilities)2014-12-31$16,712
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$31,842
2013 : U.A. LOCAL 782 HEALTH PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$496
Total plan liabilities at beginning of year2013-12-31$7,995
Expenses. Total of all expenses incurred2013-12-31$48,424
Total plan assets at end of year2013-12-31$32,338
Total plan assets at beginning of year2013-12-31$88,261
Value of fidelity bond covering the plan2013-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$48,424
Net income (gross income less expenses)2013-12-31$-48,424
Net plan assets at end of year (total assets less liabilities)2013-12-31$31,842
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$80,266
2012 : U.A. LOCAL 782 HEALTH PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$7,995
Total plan liabilities at beginning of year2012-12-31$238,445
Total income from all sources2012-12-31$282,476
Expenses. Total of all expenses incurred2012-12-31$616,319
Benefits paid (including direct rollovers)2012-12-31$442,665
Total plan assets at end of year2012-12-31$88,261
Total plan assets at beginning of year2012-12-31$652,554
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$10,978
Expenses. Other expenses not covered elsewhere2012-12-31$173,654
Other income received2012-12-31$451
Net income (gross income less expenses)2012-12-31$-333,843
Net plan assets at end of year (total assets less liabilities)2012-12-31$80,266
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$414,109
Total contributions received or receivable from employer(s)2012-12-31$271,047
2011 : U.A. LOCAL 782 HEALTH PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$238,445
Total plan liabilities at beginning of year2011-12-31$26,246
Total income from all sources2011-12-31$1,074,547
Expenses. Total of all expenses incurred2011-12-31$1,109,076
Benefits paid (including direct rollovers)2011-12-31$909,298
Total plan assets at end of year2011-12-31$652,554
Total plan assets at beginning of year2011-12-31$474,884
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$9,892
Expenses. Other expenses not covered elsewhere2011-12-31$199,778
Other income received2011-12-31$1,311
Net income (gross income less expenses)2011-12-31$-34,529
Net plan assets at end of year (total assets less liabilities)2011-12-31$414,109
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$448,638
Total contributions received or receivable from employer(s)2011-12-31$1,063,344
2010 : U.A. LOCAL 782 HEALTH PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$26,246
Total plan liabilities at beginning of year2010-12-31$132,378
Total income from all sources2010-12-31$681,945
Expenses. Total of all expenses incurred2010-12-31$870,427
Benefits paid (including direct rollovers)2010-12-31$608,598
Total plan assets at end of year2010-12-31$474,884
Total plan assets at beginning of year2010-12-31$769,498
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$36,181
Expenses. Other expenses not covered elsewhere2010-12-31$261,829
Contributions received from other sources (not participants or employers)2010-12-31$101,534
Other income received2010-12-31$1,660
Net income (gross income less expenses)2010-12-31$-188,482
Net plan assets at end of year (total assets less liabilities)2010-12-31$448,638
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$637,120
Total contributions received or receivable from employer(s)2010-12-31$542,570

Form 5500 Responses for U.A. LOCAL 782 HEALTH PLAN

2015: U.A. LOCAL 782 HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.A. LOCAL 782 HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.A. LOCAL 782 HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.A. LOCAL 782 HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.A. LOCAL 782 HEALTH 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U.A. LOCAL 782 HEALTH 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U.A. LOCAL 782 HEALTH 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number146805
Policy instance 1
Insurance contract or identification number146805
Number of Individuals Covered118
Total amount of commissions paid to insurance brokerUSD $1,811
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,811
Additional information about fees paid to insurance brokerFULFILLMENT OF COMMISSION
Insurance broker nameVINCENT GRETO
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50005
Policy instance 2
Insurance contract or identification numberSE3E50005
Number of Individuals Covered92
Total amount of commissions paid to insurance brokerUSD $22,893
Other welfare benefits providedAGGREGATE AND SPECIFIC STOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $152,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,893
Additional information about fees paid to insurance brokerFULFILLMENT OF COMMISSION
Insurance broker nameVINCENT GRETO
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number146805
Policy instance 1
Insurance contract or identification number146805
Number of Individuals Covered115
Total amount of commissions paid to insurance brokerUSD $4,078
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50005
Policy instance 2
Insurance contract or identification numberSE3E50005
Number of Individuals Covered92
Total amount of commissions paid to insurance brokerUSD $26,912
Other welfare benefits providedAGGREGATE AND SPECIFIC STOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $179,414
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number146805
Policy instance 1
Insurance contract or identification number146805
Number of Individuals Covered96
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50005
Policy instance 2
Insurance contract or identification numberSE3E50005
Number of Individuals Covered88
Total amount of commissions paid to insurance brokerUSD $17,470
Other welfare benefits providedAGGREGATE AND SPECIFIC STOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $116,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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