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HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 401k Plan overview

Plan NameHEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO
Plan identification number 505

HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

AMERICAN POSTAL WORKERS UNION AFL-CIO has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN POSTAL WORKERS UNION AFL-CIO
Employer identification number (EIN):520913725
NAIC Classification:561430

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052022-01-01ELIZABETH CONOLLY2023-09-13 ELIZABETH POWELL2023-09-13
5052021-01-01TWEE NGUYEN2022-05-03 ELIZABETH POWELL2022-04-21
5052020-01-01TWEE NGUYEN2021-08-10 ELIZABETH POWELL2021-08-10
5052019-01-01TWEE NGUYEN2020-07-08 ELIZABETH POWELL2020-07-08
5052018-01-01TWEE NGUYEN2019-07-31 ELIZABETH POWELL2019-07-31
5052017-01-01
5052016-01-01
5052015-01-01
5052014-01-01
5052013-01-01
5052012-01-01TWEE NGUYEN
5052011-01-01HANNAH LIVELY
5052010-01-01SUE PEETOOM
5052009-01-01SUE PEETOOM

Plan Statistics for HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO

401k plan membership statisitcs for HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO

Measure Date Value
2022: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2022 401k membership
Total participants, beginning-of-year2022-01-01251
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Total of all active and inactive participants2022-01-01245
2021: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2021 401k membership
Total participants, beginning-of-year2021-01-01261
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Total of all active and inactive participants2021-01-01251
2020: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2020 401k membership
Total participants, beginning-of-year2020-01-01259
Total number of active participants reported on line 7a of the Form 55002020-01-01261
Total of all active and inactive participants2020-01-01261
2019: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2019 401k membership
Total participants, beginning-of-year2019-01-01270
Total number of active participants reported on line 7a of the Form 55002019-01-01259
Total of all active and inactive participants2019-01-01259
2018: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2018 401k membership
Total participants, beginning-of-year2018-01-01281
Total number of active participants reported on line 7a of the Form 55002018-01-01270
Total of all active and inactive participants2018-01-01270
2017: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2017 401k membership
Total participants, beginning-of-year2017-01-01294
Total number of active participants reported on line 7a of the Form 55002017-01-01281
Total of all active and inactive participants2017-01-01281
2016: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2016 401k membership
Total participants, beginning-of-year2016-01-01530
Total number of active participants reported on line 7a of the Form 55002016-01-01294
Total of all active and inactive participants2016-01-01294
2015: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2015 401k membership
Total participants, beginning-of-year2015-01-01527
Total number of active participants reported on line 7a of the Form 55002015-01-01530
Total of all active and inactive participants2015-01-01530
2014: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2014 401k membership
Total participants, beginning-of-year2014-01-01532
Total number of active participants reported on line 7a of the Form 55002014-01-01527
Total of all active and inactive participants2014-01-01527
2013: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2013 401k membership
Total participants, beginning-of-year2013-01-01560
Total number of active participants reported on line 7a of the Form 55002013-01-01532
Total of all active and inactive participants2013-01-01532
2012: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2012 401k membership
Total participants, beginning-of-year2012-01-01337
Total number of active participants reported on line 7a of the Form 55002012-01-01560
Total of all active and inactive participants2012-01-01560
2011: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2011 401k membership
Total participants, beginning-of-year2011-01-01352
Total number of active participants reported on line 7a of the Form 55002011-01-01337
Total of all active and inactive participants2011-01-01337
2010: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2010 401k membership
Total participants, beginning-of-year2010-01-01346
Total number of active participants reported on line 7a of the Form 55002010-01-01352
Total of all active and inactive participants2010-01-01352
2009: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2009 401k membership
Total participants, beginning-of-year2009-01-01346
Total number of active participants reported on line 7a of the Form 55002009-01-01346
Total of all active and inactive participants2009-01-01346

Form 5500 Responses for HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO

2022: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745-0876745
Policy instance 1
Insurance contract or identification number876745-0876745
Number of Individuals Covered245
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,055
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,172,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,055
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745-0876745
Policy instance 1
Insurance contract or identification number876745-0876745
Number of Individuals Covered251
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,659
Total amount of fees paid to insurance companyUSD $2,582
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,349,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,659
Amount paid for insurance broker fees2582
Additional information about fees paid to insurance broker2020 PINNACLE SPECIALTY RETENTION INCENTIVE RISK
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745-0876745
Policy instance 1
Insurance contract or identification number876745-0876745
Number of Individuals Covered261
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,986
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,462,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,407
Amount paid for insurance broker fees0
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745-0876745
Policy instance 1
Insurance contract or identification number876745-0876745
Number of Individuals Covered259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,017
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,479,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,017
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745
Policy instance 1
Insurance contract or identification number876745
Number of Individuals Covered281
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,193
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,963,192
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4193
Insurance broker organization code?3
Insurance broker nameWILLIS OF MARYLAND INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745
Policy instance 1
Insurance contract or identification number876745
Number of Individuals Covered530
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,110
Total amount of fees paid to insurance companyUSD $742
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,625,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,110
Amount paid for insurance broker fees742
Additional information about fees paid to insurance broker2014/2015 PPP ENGAGEMENT CREDIT
Insurance broker organization code?3
Insurance broker nameWILLIS OF MARYLAND INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745
Policy instance 1
Insurance contract or identification number876745
Number of Individuals Covered527
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,701
Total amount of fees paid to insurance companyUSD $44
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,471,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,701
Amount paid for insurance broker fees44
Additional information about fees paid to insurance broker2013/2014 MM P3 BONUS
Insurance broker organization code?3
Insurance broker nameWILLIS OF MARYLAND INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745
Policy instance 1
Insurance contract or identification number876745
Number of Individuals Covered532
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,701
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,382,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,701
Insurance broker organization code?3
Insurance broker nameWILLIS OF MARYLAND INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745
Policy instance 1
Insurance contract or identification number876745
Number of Individuals Covered560
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,677
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,076,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,734
Insurance broker organization code?3
Insurance broker nameWILLIS OF MARYLAND INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745
Policy instance 1
Insurance contract or identification number876745
Number of Individuals Covered337
Insurance policy start date2011-02-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,028
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $543,952
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number876745
Policy instance 2
Insurance contract or identification number876745
Number of Individuals Covered352
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $4,688
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $97,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,688
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker name
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number78675
Policy instance 1
Insurance contract or identification number78675
Number of Individuals Covered142
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $59,772
Total amount of fees paid to insurance companyUSD $17,224
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,952,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,622
Insurance broker organization code?3
Amount paid for insurance broker fees17224
Insurance broker nameSTEVEN L. CRAWFORD

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