OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND
401k plan membership statisitcs for OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND
| Measure | Date | Value |
|---|
| 2023 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-02-28 | $153 |
| Total of all expenses incurred | 2023-02-28 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-02-28 | $0 |
| Value of total assets at end of year | 2023-02-28 | $31,187 |
| Value of total assets at beginning of year | 2023-02-28 | $31,034 |
| Total interest from all sources | 2023-02-28 | $153 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-02-28 | No |
| Was this plan covered by a fidelity bond | 2023-02-28 | Yes |
| Value of fidelity bond cover | 2023-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-02-28 | No |
| Total non interest bearing cash at end of year | 2023-02-28 | $31,187 |
| Total non interest bearing cash at beginning of year | 2023-02-28 | $31,034 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-28 | No |
| Value of net income/loss | 2023-02-28 | $153 |
| Value of net assets at end of year (total assets less liabilities) | 2023-02-28 | $31,187 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-02-28 | $31,034 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-02-28 | $153 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-02-28 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-02-28 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-02-28 | No |
| Did the plan have assets held for investment | 2023-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-02-28 | Unqualified |
| Accountancy firm name | 2023-02-28 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2023-02-28 | 470900880 |
| 2022 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-02-28 | $12 |
| Total of all expenses incurred | 2022-02-28 | $2,803 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-02-28 | $2,803 |
| Value of total assets at end of year | 2022-02-28 | $31,034 |
| Value of total assets at beginning of year | 2022-02-28 | $33,825 |
| Total interest from all sources | 2022-02-28 | $12 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-02-28 | No |
| Was this plan covered by a fidelity bond | 2022-02-28 | Yes |
| Value of fidelity bond cover | 2022-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-02-28 | No |
| Total non interest bearing cash at end of year | 2022-02-28 | $31,034 |
| Total non interest bearing cash at beginning of year | 2022-02-28 | $33,825 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-02-28 | No |
| Value of net income/loss | 2022-02-28 | $-2,791 |
| Value of net assets at end of year (total assets less liabilities) | 2022-02-28 | $31,034 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-02-28 | $33,825 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-02-28 | $12 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-02-28 | $2,803 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-02-28 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-02-28 | No |
| Did the plan have assets held for investment | 2022-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-02-28 | Unqualified |
| Accountancy firm name | 2022-02-28 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2022-02-28 | 470900880 |
| 2021 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-02-28 | $193,063 |
| Total of all expenses incurred | 2021-02-28 | $197,625 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-02-28 | $197,625 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-02-28 | $193,045 |
| Value of total assets at end of year | 2021-02-28 | $33,825 |
| Value of total assets at beginning of year | 2021-02-28 | $38,387 |
| Total interest from all sources | 2021-02-28 | $18 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-02-28 | No |
| Was this plan covered by a fidelity bond | 2021-02-28 | Yes |
| Value of fidelity bond cover | 2021-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-02-28 | No |
| Total non interest bearing cash at end of year | 2021-02-28 | $33,825 |
| Total non interest bearing cash at beginning of year | 2021-02-28 | $38,387 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
| Value of net income/loss | 2021-02-28 | $-4,562 |
| Value of net assets at end of year (total assets less liabilities) | 2021-02-28 | $33,825 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-02-28 | $38,387 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-02-28 | $18 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-02-28 | $197,625 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-02-28 | No |
| Contributions received in cash from employer | 2021-02-28 | $193,045 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-02-28 | No |
| Did the plan have assets held for investment | 2021-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-02-28 | Unqualified |
| Accountancy firm name | 2021-02-28 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2021-02-28 | 470900880 |
| 2020 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-02-29 | $256,712 |
| Total of all expenses incurred | 2020-02-29 | $255,682 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $255,682 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-02-29 | $256,697 |
| Value of total assets at end of year | 2020-02-29 | $38,387 |
| Value of total assets at beginning of year | 2020-02-29 | $37,357 |
| Total interest from all sources | 2020-02-29 | $15 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-02-29 | No |
| Was this plan covered by a fidelity bond | 2020-02-29 | Yes |
| Value of fidelity bond cover | 2020-02-29 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-02-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
| Total non interest bearing cash at end of year | 2020-02-29 | $38,387 |
| Total non interest bearing cash at beginning of year | 2020-02-29 | $37,357 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Value of net income/loss | 2020-02-29 | $1,030 |
| Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $38,387 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $37,357 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-02-29 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-02-29 | $15 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-02-29 | $255,682 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-02-29 | No |
| Contributions received in cash from employer | 2020-02-29 | $256,697 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-02-29 | No |
| Did the plan have assets held for investment | 2020-02-29 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-02-29 | Unqualified |
| Accountancy firm name | 2020-02-29 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2020-02-29 | 470900880 |
| 2018 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-02-28 | $287,398 |
| Total of all expenses incurred | 2018-02-28 | $272,006 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-02-28 | $272,006 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-02-28 | $287,383 |
| Value of total assets at end of year | 2018-02-28 | $34,772 |
| Value of total assets at beginning of year | 2018-02-28 | $19,380 |
| Total interest from all sources | 2018-02-28 | $15 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-02-28 | No |
| Was this plan covered by a fidelity bond | 2018-02-28 | Yes |
| Value of fidelity bond cover | 2018-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-02-28 | No |
| Total non interest bearing cash at end of year | 2018-02-28 | $34,772 |
| Total non interest bearing cash at beginning of year | 2018-02-28 | $19,380 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Value of net income/loss | 2018-02-28 | $15,392 |
| Value of net assets at end of year (total assets less liabilities) | 2018-02-28 | $34,772 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-02-28 | $19,380 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-02-28 | $15 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-02-28 | $272,006 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-02-28 | No |
| Contributions received in cash from employer | 2018-02-28 | $287,383 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-02-28 | No |
| Did the plan have assets held for investment | 2018-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-02-28 | Unqualified |
| Accountancy firm name | 2018-02-28 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2018-02-28 | 470900880 |
| 2017 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-02-28 | $254,906 |
| Total of all expenses incurred | 2017-02-28 | $268,572 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-02-28 | $268,481 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-02-28 | $254,890 |
| Value of total assets at end of year | 2017-02-28 | $19,380 |
| Value of total assets at beginning of year | 2017-02-28 | $33,046 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-02-28 | $91 |
| Total interest from all sources | 2017-02-28 | $16 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-02-28 | No |
| Was this plan covered by a fidelity bond | 2017-02-28 | Yes |
| Value of fidelity bond cover | 2017-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-02-28 | No |
| Administrative expenses (other) incurred | 2017-02-28 | $91 |
| Total non interest bearing cash at end of year | 2017-02-28 | $19,380 |
| Total non interest bearing cash at beginning of year | 2017-02-28 | $33,046 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Value of net income/loss | 2017-02-28 | $-13,666 |
| Value of net assets at end of year (total assets less liabilities) | 2017-02-28 | $19,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-02-28 | $33,046 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-02-28 | $16 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-02-28 | $268,481 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-02-28 | No |
| Contributions received in cash from employer | 2017-02-28 | $254,890 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-02-28 | No |
| Did the plan have assets held for investment | 2017-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-02-28 | Unqualified |
| Accountancy firm name | 2017-02-28 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2017-02-28 | 470900880 |
| 2016 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-02-28 | $231,009 |
| Total of all expenses incurred | 2016-02-28 | $231,259 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-02-28 | $231,259 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-02-28 | $230,991 |
| Value of total assets at end of year | 2016-02-28 | $33,046 |
| Value of total assets at beginning of year | 2016-02-28 | $33,296 |
| Total interest from all sources | 2016-02-28 | $18 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-02-28 | No |
| Was this plan covered by a fidelity bond | 2016-02-28 | Yes |
| Value of fidelity bond cover | 2016-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-02-28 | No |
| Total non interest bearing cash at end of year | 2016-02-28 | $33,046 |
| Total non interest bearing cash at beginning of year | 2016-02-28 | $33,296 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-28 | No |
| Value of net income/loss | 2016-02-28 | $-250 |
| Value of net assets at end of year (total assets less liabilities) | 2016-02-28 | $33,046 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-02-28 | $33,296 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-02-28 | $18 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-02-28 | $231,259 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-02-28 | No |
| Contributions received in cash from employer | 2016-02-28 | $230,991 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-02-28 | No |
| Did the plan have assets held for investment | 2016-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-02-28 | Unqualified |
| Accountancy firm name | 2016-02-28 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2016-02-28 | 470900880 |
| 2015 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2015 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-02-28 | $15,000 |
| Total income from all sources (including contributions) | 2015-02-28 | $240,197 |
| Total of all expenses incurred | 2015-02-28 | $221,160 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-02-28 | $221,106 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-02-28 | $225,180 |
| Value of total assets at end of year | 2015-02-28 | $33,296 |
| Value of total assets at beginning of year | 2015-02-28 | $29,259 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-02-28 | $54 |
| Total interest from all sources | 2015-02-28 | $17 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-02-28 | No |
| Was this plan covered by a fidelity bond | 2015-02-28 | Yes |
| Value of fidelity bond cover | 2015-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-02-28 | No |
| Other income not declared elsewhere | 2015-02-28 | $15,000 |
| Administrative expenses (other) incurred | 2015-02-28 | $54 |
| Liabilities. Value of operating payables at beginning of year | 2015-02-28 | $15,000 |
| Total non interest bearing cash at end of year | 2015-02-28 | $33,296 |
| Total non interest bearing cash at beginning of year | 2015-02-28 | $29,259 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
| Value of net income/loss | 2015-02-28 | $19,037 |
| Value of net assets at end of year (total assets less liabilities) | 2015-02-28 | $33,296 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-02-28 | $14,259 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-02-28 | $17 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-02-28 | $221,106 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-02-28 | No |
| Contributions received in cash from employer | 2015-02-28 | $225,180 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-02-28 | No |
| Did the plan have assets held for investment | 2015-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-02-28 | Unqualified |
| Accountancy firm name | 2015-02-28 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2015-02-28 | 470900880 |
| 2014 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $15,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $15,000 |
| Total income from all sources (including contributions) | 2014-02-28 | $222,070 |
| Total of all expenses incurred | 2014-02-28 | $221,296 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-02-28 | $221,296 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-02-28 | $222,055 |
| Value of total assets at end of year | 2014-02-28 | $29,259 |
| Value of total assets at beginning of year | 2014-02-28 | $28,485 |
| Total interest from all sources | 2014-02-28 | $15 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-02-28 | No |
| Was this plan covered by a fidelity bond | 2014-02-28 | Yes |
| Value of fidelity bond cover | 2014-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-02-28 | No |
| Liabilities. Value of operating payables at end of year | 2014-02-28 | $15,000 |
| Liabilities. Value of operating payables at beginning of year | 2014-02-28 | $15,000 |
| Total non interest bearing cash at end of year | 2014-02-28 | $29,259 |
| Total non interest bearing cash at beginning of year | 2014-02-28 | $28,485 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
| Value of net income/loss | 2014-02-28 | $774 |
| Value of net assets at end of year (total assets less liabilities) | 2014-02-28 | $14,259 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-02-28 | $13,485 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-02-28 | $15 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-02-28 | $221,296 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-02-28 | No |
| Contributions received in cash from employer | 2014-02-28 | $222,055 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-02-28 | No |
| Did the plan have assets held for investment | 2014-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-02-28 | Unqualified |
| Accountancy firm name | 2014-02-28 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2014-02-28 | 470900880 |
| 2013 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-02-28 | $15,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-02-28 | $15,000 |
| Total income from all sources (including contributions) | 2013-02-28 | $230,714 |
| Total of all expenses incurred | 2013-02-28 | $235,133 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-02-28 | $235,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-02-28 | $230,699 |
| Value of total assets at end of year | 2013-02-28 | $28,485 |
| Value of total assets at beginning of year | 2013-02-28 | $32,904 |
| Total interest from all sources | 2013-02-28 | $15 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-02-28 | No |
| Was this plan covered by a fidelity bond | 2013-02-28 | Yes |
| Value of fidelity bond cover | 2013-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-02-28 | No |
| Liabilities. Value of operating payables at end of year | 2013-02-28 | $15,000 |
| Liabilities. Value of operating payables at beginning of year | 2013-02-28 | $15,000 |
| Total non interest bearing cash at end of year | 2013-02-28 | $28,485 |
| Total non interest bearing cash at beginning of year | 2013-02-28 | $32,904 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
| Value of net income/loss | 2013-02-28 | $-4,419 |
| Value of net assets at end of year (total assets less liabilities) | 2013-02-28 | $13,485 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-02-28 | $17,904 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-02-28 | $15 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-02-28 | $235,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-02-28 | No |
| Contributions received in cash from employer | 2013-02-28 | $230,699 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-02-28 | No |
| Did the plan have assets held for investment | 2013-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-02-28 | Unqualified |
| Accountancy firm name | 2013-02-28 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2013-02-28 | 470900880 |
| 2012 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-02-29 | $15,000 |
| Total income from all sources | 2012-02-29 | $140,006 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $136,885 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $136,814 |
| Total plan assets at end of year | 2012-02-29 | $32,904 |
| Total plan assets at beginning of year | 2012-02-29 | $14,783 |
| Value of fidelity bond covering the plan | 2012-02-29 | $500,000 |
| Other income received | 2012-02-29 | $28 |
| Net income (gross income less expenses) | 2012-02-29 | $3,121 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $17,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $14,783 |
| Total contributions received or receivable from employer(s) | 2012-02-29 | $139,978 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-02-29 | $71 |
| 2011 : OFFICE & PROFESSIONAL EMPLOYEES IU - WELFARE FUND 2011 401k financial data |
|---|
| Total income from all sources | 2011-02-28 | $222,437 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $218,666 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $218,666 |
| Total plan assets at end of year | 2011-02-28 | $14,783 |
| Total plan assets at beginning of year | 2011-02-28 | $11,012 |
| Value of fidelity bond covering the plan | 2011-02-28 | $500,000 |
| Total contributions received or receivable from participants | 2011-02-28 | $1,765 |
| Other income received | 2011-02-28 | $49 |
| Net income (gross income less expenses) | 2011-02-28 | $3,771 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $14,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $11,012 |
| Total contributions received or receivable from employer(s) | 2011-02-28 | $220,623 |
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $2,803 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $149,293 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 2 |
| Insurance contract or identification number | CL-2650 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $48,330 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $188,873 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 2 |
| Insurance contract or identification number | CL-2650 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,809 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 2 |
| Insurance contract or identification number | CL-2650 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $64,845 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $185,869 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $200,428 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 2 |
| Insurance contract or identification number | CL-2650 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $71,578 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 2 |
| Insurance contract or identification number | CL-2650 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $72,887 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $158,371 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $150,825 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 2 |
| Insurance contract or identification number | CL-2650 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $70,281 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $154,535 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 2 |
| Insurance contract or identification number | CL-2650 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,761 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $163,165 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 2 |
| Insurance contract or identification number | CL-2650 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $71,968 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 3 |
| Insurance contract or identification number | CL-2650 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2012-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,911 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Number of Individuals Covered | 134 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $150,068 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2656 |
| Policy instance | 2 |
| Insurance contract or identification number | G-2656 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2011-03-01 | | Insurance policy end date | 2012-02-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,749 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | CL-2650 |
| Policy instance | 3 |
| Insurance contract or identification number | CL-2650 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $57,883 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2656 |
| Policy instance | 2 |
| Insurance contract or identification number | G-2656 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,010 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | G-2988, C-4278 |
| Policy instance | 1 |
| Insurance contract or identification number | G-2988, C-4278 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | POOLED AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $159,717 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
