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IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameIRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND
Plan identification number 501

IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

IRON WORKERS LOCAL UNION NO 92 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL UNION NO 92 HEALTH AND WELFARE FUND
Employer identification number (EIN):630730024
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01DOUG IRWIN
5012016-01-01DOUG IRWIN
5012015-01-01DOUG IRWIN
5012014-07-01
5012013-07-01
5012012-07-01FRED B MADDOX
5012011-07-01FRED B MADDOX
5012009-07-01LARRY O SMITH

Plan Statistics for IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND

401k plan membership statisitcs for IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND

Measure Date Value
2021: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01249
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of employers contributing to the scheme2021-01-0126
2020: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01289
Total number of active participants reported on line 7a of the Form 55002020-01-01248
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01249
Number of employers contributing to the scheme2020-01-0126
2019: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01308
Total number of active participants reported on line 7a of the Form 55002019-01-01287
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01289
Number of employers contributing to the scheme2019-01-0133
2018: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01305
Total number of active participants reported on line 7a of the Form 55002018-01-01308
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01308
Number of employers contributing to the scheme2018-01-0134
2017: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01298
Total number of active participants reported on line 7a of the Form 55002017-01-01305
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01305
Number of employers contributing to the scheme2017-01-0134
2016: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01315
Total number of active participants reported on line 7a of the Form 55002016-01-01298
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01298
Number of employers contributing to the scheme2016-01-0134
2015: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01315
Total number of active participants reported on line 7a of the Form 55002015-01-01315
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01315
Number of employers contributing to the scheme2015-01-0131
2014: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01291
Total number of active participants reported on line 7a of the Form 55002014-07-01315
Total of all active and inactive participants2014-07-01315
Total participants2014-07-01315
Number of employers contributing to the scheme2014-07-0132
2013: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01279
Total number of active participants reported on line 7a of the Form 55002013-07-01291
Total of all active and inactive participants2013-07-01291
Total participants2013-07-01291
Number of employers contributing to the scheme2013-07-0132
2012: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01311
Total number of active participants reported on line 7a of the Form 55002012-07-01279
Total of all active and inactive participants2012-07-01279
Total participants2012-07-01279
Number of employers contributing to the scheme2012-07-0132
2011: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01311
Total number of active participants reported on line 7a of the Form 55002011-07-01311
Total of all active and inactive participants2011-07-01311
Total participants2011-07-01311
Number of employers contributing to the scheme2011-07-0131
2009: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01434
Total number of active participants reported on line 7a of the Form 55002009-07-01367
Total of all active and inactive participants2009-07-01367
Total participants2009-07-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Number of employers contributing to the scheme2009-07-0142

Financial Data on IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND

Measure Date Value
2021 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$67,206
Total unrealized appreciation/depreciation of assets2021-06-30$67,206
Total transfer of assets from this plan2021-06-30$10,213,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$242,397
Total income from all sources (including contributions)2021-06-30$2,117,299
Total loss/gain on sale of assets2021-06-30$-48,586
Total of all expenses incurred2021-06-30$1,412,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,218,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,014,466
Value of total assets at end of year2021-06-30$0
Value of total assets at beginning of year2021-06-30$9,751,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$193,519
Total interest from all sources2021-06-30$51,177
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$25,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$25,916
Administrative expenses professional fees incurred2021-06-30$25,193
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$67,248
Participant contributions at beginning of year2021-06-30$23,350
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$8,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$45,749
Other income not declared elsewhere2021-06-30$460
Administrative expenses (other) incurred2021-06-30$165,826
Liabilities. Value of operating payables at beginning of year2021-06-30$74,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$704,867
Value of net assets at end of year (total assets less liabilities)2021-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,509,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$2,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,886,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$7,278,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$7,278,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$51,177
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$103,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$6,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,947,218
Employer contributions (assets) at beginning of year2021-06-30$508,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,115,892
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$168,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$329
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30Yes
Aggregate proceeds on sale of assets2021-06-30$650,000
Aggregate carrying amount (costs) on sale of assets2021-06-30$698,586
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30DANIELS, IRWIN & AYLOR
Accountancy firm EIN2021-06-30621802605
2020 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$249,844
Total unrealized appreciation/depreciation of assets2020-12-31$249,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$242,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$322,675
Total income from all sources (including contributions)2020-12-31$4,164,443
Total loss/gain on sale of assets2020-12-31$-46,579
Total of all expenses incurred2020-12-31$3,199,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,812,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,805,049
Value of total assets at end of year2020-12-31$9,751,469
Value of total assets at beginning of year2020-12-31$8,866,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$387,267
Total interest from all sources2020-12-31$127,857
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$23,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$23,802
Administrative expenses professional fees incurred2020-12-31$34,213
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$171,566
Participant contributions at end of year2020-12-31$23,350
Participant contributions at beginning of year2020-12-31$25,559
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,638
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$45,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$82,444
Other income not declared elsewhere2020-12-31$4,470
Administrative expenses (other) incurred2020-12-31$346,757
Liabilities. Value of operating payables at end of year2020-12-31$74,397
Liabilities. Value of operating payables at beginning of year2020-12-31$65,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$965,175
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,509,072
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,543,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,886,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,278,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,311,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,311,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$127,857
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$210,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,633,483
Employer contributions (assets) at end of year2020-12-31$508,877
Employer contributions (assets) at beginning of year2020-12-31$432,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,601,374
Liabilities. Value of benefit claims payable at end of year2020-12-31$168,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$257,500
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$329
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$6,843
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,527,594
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,574,173
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2020-12-31621802605
2019 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$422,808
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$422,808
Total unrealized appreciation/depreciation of assets2019-12-31$422,808
Total unrealized appreciation/depreciation of assets2019-12-31$422,808
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$322,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$322,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$461,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$461,747
Total income from all sources (including contributions)2019-12-31$4,655,299
Total income from all sources (including contributions)2019-12-31$4,655,299
Total loss/gain on sale of assets2019-12-31$50,360
Total loss/gain on sale of assets2019-12-31$50,360
Total of all expenses incurred2019-12-31$4,747,577
Total of all expenses incurred2019-12-31$4,747,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,376,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,376,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,020,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,020,189
Value of total assets at end of year2019-12-31$8,866,572
Value of total assets at end of year2019-12-31$8,866,572
Value of total assets at beginning of year2019-12-31$9,097,922
Value of total assets at beginning of year2019-12-31$9,097,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$371,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$371,573
Total interest from all sources2019-12-31$160,982
Total interest from all sources2019-12-31$160,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$33,422
Administrative expenses professional fees incurred2019-12-31$33,422
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$163,324
Contributions received from participants2019-12-31$163,324
Participant contributions at end of year2019-12-31$25,559
Participant contributions at end of year2019-12-31$25,559
Participant contributions at beginning of year2019-12-31$27,407
Participant contributions at beginning of year2019-12-31$27,407
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,929
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,929
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,108
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$82,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$82,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$54,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$54,600
Other income not declared elsewhere2019-12-31$960
Other income not declared elsewhere2019-12-31$960
Administrative expenses (other) incurred2019-12-31$333,151
Administrative expenses (other) incurred2019-12-31$333,151
Liabilities. Value of operating payables at end of year2019-12-31$65,175
Liabilities. Value of operating payables at end of year2019-12-31$65,175
Liabilities. Value of operating payables at beginning of year2019-12-31$172,247
Liabilities. Value of operating payables at beginning of year2019-12-31$172,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-92,278
Value of net income/loss2019-12-31$-92,278
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,543,897
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,543,897
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,636,175
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,636,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,000
Investment advisory and management fees2019-12-31$5,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,311,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,311,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,504,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,504,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,504,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,504,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$160,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$160,982
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$188,577
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$188,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,856,865
Contributions received in cash from employer2019-12-31$3,856,865
Employer contributions (assets) at end of year2019-12-31$432,146
Employer contributions (assets) at end of year2019-12-31$432,146
Employer contributions (assets) at beginning of year2019-12-31$488,941
Employer contributions (assets) at beginning of year2019-12-31$488,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,187,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,187,427
Liabilities. Value of benefit claims payable at end of year2019-12-31$257,500
Liabilities. Value of benefit claims payable at end of year2019-12-31$257,500
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$289,500
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$289,500
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$6,843
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$6,843
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$14,390
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$14,390
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,155,317
Aggregate proceeds on sale of assets2019-12-31$2,155,317
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,104,957
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,104,957
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2019-12-31621802605
Accountancy firm EIN2019-12-31621802605
2018 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-215,486
Total unrealized appreciation/depreciation of assets2018-12-31$-215,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$461,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$254,598
Total income from all sources (including contributions)2018-12-31$4,240,947
Total loss/gain on sale of assets2018-12-31$3,766
Total of all expenses incurred2018-12-31$4,027,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,611,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,311,357
Value of total assets at end of year2018-12-31$9,097,922
Value of total assets at beginning of year2018-12-31$8,676,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$415,227
Total interest from all sources2018-12-31$138,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$25,382
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$117,540
Participant contributions at end of year2018-12-31$27,407
Participant contributions at beginning of year2018-12-31$24,676
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,108
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$54,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$51,933
Other income not declared elsewhere2018-12-31$2,500
Administrative expenses (other) incurred2018-12-31$384,845
Liabilities. Value of operating payables at end of year2018-12-31$172,247
Liabilities. Value of operating payables at beginning of year2018-12-31$92,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$213,818
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,636,175
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,422,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,504,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,204,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,204,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$138,810
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$181,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,193,817
Employer contributions (assets) at end of year2018-12-31$488,941
Employer contributions (assets) at beginning of year2018-12-31$366,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,430,156
Liabilities. Value of benefit claims payable at end of year2018-12-31$289,500
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$162,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$14,390
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$21,665
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,050,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,046,234
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2018-12-31621802605
2017 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$18,573
Total unrealized appreciation/depreciation of assets2017-12-31$18,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$254,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$241,408
Total income from all sources (including contributions)2017-12-31$4,048,439
Total loss/gain on sale of assets2017-12-31$5,293
Total of all expenses incurred2017-12-31$3,442,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,990,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,912,308
Value of total assets at end of year2017-12-31$8,676,955
Value of total assets at beginning of year2017-12-31$8,058,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$452,579
Total interest from all sources2017-12-31$109,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$26,825
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$116,740
Participant contributions at end of year2017-12-31$24,676
Participant contributions at beginning of year2017-12-31$35,287
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,240
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$51,933
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$120,233
Other income not declared elsewhere2017-12-31$3,200
Administrative expenses (other) incurred2017-12-31$420,754
Liabilities. Value of operating payables at end of year2017-12-31$92,598
Liabilities. Value of operating payables at beginning of year2017-12-31$65,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$605,624
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,422,357
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,816,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,204,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,530,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,530,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$109,065
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$226,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,795,568
Employer contributions (assets) at end of year2017-12-31$366,821
Employer contributions (assets) at beginning of year2017-12-31$361,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,763,784
Liabilities. Value of benefit claims payable at end of year2017-12-31$162,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$176,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$21,665
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,304
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$601,351
Aggregate carrying amount (costs) on sale of assets2017-12-31$596,058
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2017-12-31621802605
2016 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-4,939
Total unrealized appreciation/depreciation of assets2016-12-31$-4,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$241,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$391,486
Total income from all sources (including contributions)2016-12-31$4,400,385
Total loss/gain on sale of assets2016-12-31$10,483
Total of all expenses incurred2016-12-31$4,209,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,819,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,693,923
Value of total assets at end of year2016-12-31$8,058,141
Value of total assets at beginning of year2016-12-31$8,017,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$390,533
Total interest from all sources2016-12-31$101,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$28,048
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$114,526
Participant contributions at end of year2016-12-31$35,287
Participant contributions at beginning of year2016-12-31$23,748
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,341
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$120,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$77,030
Other income not declared elsewhere2016-12-31$599,670
Administrative expenses (other) incurred2016-12-31$362,485
Liabilities. Value of operating payables at end of year2016-12-31$65,408
Liabilities. Value of operating payables at beginning of year2016-12-31$96,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$190,724
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,816,733
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,626,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,530,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,548,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,548,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$101,248
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$279,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,579,397
Employer contributions (assets) at end of year2016-12-31$361,495
Employer contributions (assets) at beginning of year2016-12-31$362,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,540,045
Liabilities. Value of benefit claims payable at end of year2016-12-31$176,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$295,400
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,304
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,301,004
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,290,521
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2016-12-31621802605
2015 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-34,214
Total unrealized appreciation/depreciation of assets2015-12-31$-34,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$391,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$460,768
Total income from all sources (including contributions)2015-12-31$4,131,453
Total loss/gain on sale of assets2015-12-31$-4,923
Total of all expenses incurred2015-12-31$3,800,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,433,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,696,075
Value of total assets at end of year2015-12-31$8,017,495
Value of total assets at beginning of year2015-12-31$7,755,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$367,138
Total interest from all sources2015-12-31$99,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$52,492
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$133,148
Participant contributions at end of year2015-12-31$23,748
Participant contributions at beginning of year2015-12-31$37,594
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$77,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$38,474
Other income not declared elsewhere2015-12-31$374,736
Administrative expenses (other) incurred2015-12-31$314,646
Liabilities. Value of operating payables at end of year2015-12-31$96,086
Liabilities. Value of operating payables at beginning of year2015-12-31$94,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$331,313
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,626,009
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,294,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,548,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,264,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,264,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$99,779
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$341,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,562,927
Employer contributions (assets) at end of year2015-12-31$362,314
Employer contributions (assets) at beginning of year2015-12-31$414,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,091,130
Liabilities. Value of benefit claims payable at end of year2015-12-31$295,400
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$366,331
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,286,650
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,291,573
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2015-12-31621802605
2014 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$94,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$48,584
Total income from all sources (including contributions)2014-12-31$2,090,754
Total of all expenses incurred2014-12-31$1,552,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,516,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,075,719
Value of total assets at end of year2014-12-31$7,755,464
Value of total assets at beginning of year2014-12-31$7,171,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,851
Total interest from all sources2014-12-31$15,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,651
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$66,581
Participant contributions at end of year2014-12-31$37,594
Participant contributions at beginning of year2014-12-31$29,773
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$42,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$38,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$33,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$89,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$44,747
Administrative expenses (other) incurred2014-12-31$31,200
Liabilities. Value of operating payables at end of year2014-12-31$4,671
Liabilities. Value of operating payables at beginning of year2014-12-31$3,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$537,996
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,661,027
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,123,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,264,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,394,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,394,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15,035
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,516,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,966,442
Employer contributions (assets) at end of year2014-12-31$414,536
Employer contributions (assets) at beginning of year2014-12-31$714,268
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ALFORD MCKENZIE & BREEDEN PC
Accountancy firm EIN2014-12-31630928863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$48,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$30,861
Total income from all sources (including contributions)2014-06-30$3,576,070
Total of all expenses incurred2014-06-30$2,721,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,631,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,502,149
Value of total assets at end of year2014-06-30$7,171,615
Value of total assets at beginning of year2014-06-30$6,299,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$90,570
Total interest from all sources2014-06-30$73,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$26,890
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$118,164
Participant contributions at end of year2014-06-30$29,773
Participant contributions at beginning of year2014-06-30$28,322
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$23,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$33,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$34,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$44,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$27,133
Administrative expenses (other) incurred2014-06-30$63,680
Liabilities. Value of operating payables at end of year2014-06-30$3,837
Liabilities. Value of operating payables at beginning of year2014-06-30$3,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$854,254
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,123,031
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,268,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$6,394,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$5,884,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$5,884,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$73,921
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$2,630,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$3,360,470
Employer contributions (assets) at end of year2014-06-30$714,268
Employer contributions (assets) at beginning of year2014-06-30$351,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$300
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30ALFORD MCKENZIE & BREEDEN PC
Accountancy firm EIN2014-06-30630928863
2013 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$30,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$63,963
Total income from all sources (including contributions)2013-06-30$3,388,345
Total of all expenses incurred2013-06-30$2,790,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,709,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,320,924
Value of total assets at end of year2013-06-30$6,299,638
Value of total assets at beginning of year2013-06-30$5,735,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$81,585
Total interest from all sources2013-06-30$67,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$19,150
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$179,655
Participant contributions at end of year2013-06-30$28,322
Participant contributions at beginning of year2013-06-30$26,148
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$80,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$34,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$72,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$27,133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$61,313
Administrative expenses (other) incurred2013-06-30$62,435
Liabilities. Value of operating payables at end of year2013-06-30$3,728
Liabilities. Value of operating payables at beginning of year2013-06-30$2,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$597,621
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,268,777
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,671,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$5,884,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$5,148,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$5,148,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$67,421
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$2,708,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,060,887
Employer contributions (assets) at end of year2013-06-30$351,894
Employer contributions (assets) at beginning of year2013-06-30$487,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$350
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30ALFORD MCKENZIE & BREEDEN PC
Accountancy firm EIN2013-06-30630928863
2012 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$63,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$28,112
Total income from all sources (including contributions)2012-06-30$3,853,152
Total of all expenses incurred2012-06-30$3,337,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,250,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,797,721
Value of total assets at end of year2012-06-30$5,735,120
Value of total assets at beginning of year2012-06-30$5,184,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$86,620
Total interest from all sources2012-06-30$55,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$21,135
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$200,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$189,875
Participant contributions at end of year2012-06-30$26,148
Participant contributions at beginning of year2012-06-30$25,589
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$271,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$72,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$3,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$61,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$23,494
Administrative expenses (other) incurred2012-06-30$65,485
Liabilities. Value of operating payables at end of year2012-06-30$2,650
Liabilities. Value of operating payables at beginning of year2012-06-30$4,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$515,949
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,671,157
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,156,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$5,148,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$4,886,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$4,886,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$55,431
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$3,249,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,336,831
Employer contributions (assets) at end of year2012-06-30$487,909
Employer contributions (assets) at beginning of year2012-06-30$268,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$228
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30ALFORD MCKENZIE & BREEDEN PC
Accountancy firm EIN2012-06-30630928863
2011 : IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$28,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$21,863
Total income from all sources (including contributions)2011-06-30$4,189,755
Total of all expenses incurred2011-06-30$3,593,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,480,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,127,202
Value of total assets at end of year2011-06-30$5,184,333
Value of total assets at beginning of year2011-06-30$4,582,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$113,911
Total interest from all sources2011-06-30$62,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$44,956
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$175,908
Participant contributions at end of year2011-06-30$25,589
Participant contributions at beginning of year2011-06-30$32,671
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$249,909
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$3,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$331,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$23,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$16,581
Administrative expenses (other) incurred2011-06-30$68,955
Liabilities. Value of operating payables at end of year2011-06-30$4,618
Liabilities. Value of operating payables at beginning of year2011-06-30$5,282
Total non interest bearing cash at beginning of year2011-06-30$120,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$595,842
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,156,221
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,560,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$4,886,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$3,733,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$3,733,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$62,553
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$3,477,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,701,385
Employer contributions (assets) at end of year2011-06-30$268,317
Employer contributions (assets) at beginning of year2011-06-30$364,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,900
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$228
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$488
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30ALFORD MCKENZIE & BREEDEN PC
Accountancy firm EIN2011-06-30630928863

Form 5500 Responses for IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND

2021: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL UNION NO. 92 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064000
Policy instance 1
Insurance contract or identification number000010123064000
Insurance policy start date2021-01-01
Insurance policy end date2021-06-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064000
Policy instance 1
Insurance contract or identification number000010123064000
Number of Individuals Covered249
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064000
Policy instance 1
Insurance contract or identification number000010123064000
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064000
Policy instance 1
Insurance contract or identification number000010123064000
Number of Individuals Covered308
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064000
Policy instance 1
Insurance contract or identification number000010123064000
Number of Individuals Covered305
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064000
Policy instance 1
Insurance contract or identification number000010123064000
Number of Individuals Covered315
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN BEHAVIORAL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number300
Policy instance 4
Insurance contract or identification number300
Number of Individuals Covered820
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Other welfare benefits providedMENTAL HEALTH AND SUBSTANCE ABUSE
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number16309
Policy instance 1
Insurance contract or identification number16309
Number of Individuals Covered820
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $232,473
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Amount paid for insurance broker fees216759
Additional information about fees paid to insurance brokerADMIN FEE
Insurance broker organization code?5
Insurance broker nameBLUE CROSS AND BLUE SHIELD OF AL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064 00
Policy instance 2
Insurance contract or identification number000010123064 00
Number of Individuals Covered308
Insurance policy start date2014-01-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $1,611
Total amount of fees paid to insurance companyUSD $195
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $967
Amount paid for insurance broker fees195
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameMATTHEW P MORRIS
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-201207
Policy instance 3
Insurance contract or identification numberUNI-201207
Number of Individuals Covered313
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064 00
Policy instance 2
Insurance contract or identification number000010123064 00
Number of Individuals Covered308
Insurance policy start date2014-01-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $1,611
Total amount of fees paid to insurance companyUSD $195
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $967
Amount paid for insurance broker fees195
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameMATTEHW P MORRIS
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-201207
Policy instance 3
Insurance contract or identification numberUNI-201207
Number of Individuals Covered290
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
AMERICAN BEHAVIORAL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number300
Policy instance 4
Insurance contract or identification number300
Number of Individuals Covered742
Insurance policy start date2013-06-01
Insurance policy end date2014-06-01
Other welfare benefits providedMENTAL HEALTH AND SUBSTANCE ABUSE
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number16309
Policy instance 1
Insurance contract or identification number16309
Number of Individuals Covered742
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $195,343
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Amount paid for insurance broker fees195343
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?5
Insurance broker nameBLUE CROSS AND BLUE SHIELD OF AL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064 00
Policy instance 2
Insurance contract or identification number000010123064 00
Number of Individuals Covered277
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,640
Total amount of fees paid to insurance companyUSD $189
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $827
Amount paid for insurance broker fees189
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameMATTHEW P MORRIS
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-201207
Policy instance 3
Insurance contract or identification numberUNI-201207
Number of Individuals Covered277
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
AMERICAN BEHAVIORAL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number300
Policy instance 4
Insurance contract or identification number300
Number of Individuals Covered279
Insurance policy start date2012-06-01
Insurance policy end date2013-06-01
Other welfare benefits providedMENTAL HEALTH AND SUBSTANCE ABUSE
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number16309
Policy instance 1
Insurance contract or identification number16309
Number of Individuals Covered718
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064 00
Policy instance 2
Insurance contract or identification number000010123064 00
Number of Individuals Covered308
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,349
Total amount of fees paid to insurance companyUSD $171
Life Insurance Welfare BenefitYes
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-201207
Policy instance 3
Insurance contract or identification numberUNI-201207
Number of Individuals Covered277
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $279,786
AMERICAN BEHAVIORAL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number300
Policy instance 4
Insurance contract or identification number300
Number of Individuals Covered311
Insurance policy start date2011-06-01
Insurance policy end date2012-06-01
Other welfare benefits providedMENTAL HEALTH AND SUBSTANCE ABUSE
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number16309
Policy instance 1
Insurance contract or identification number16309
Number of Individuals Covered800
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010123064 00
Policy instance 2
Insurance contract or identification number000010123064 00
Number of Individuals Covered343
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,333
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,886
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number16309
Policy instance 1
Insurance contract or identification number16309
Number of Individuals Covered800
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
AMERICAN BEHAVIORAL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number300
Policy instance 4
Insurance contract or identification number300
Number of Individuals Covered311
Insurance policy start date2010-06-01
Insurance policy end date2011-06-30
Other welfare benefits providedMENTAL HEALTH AND SUBSTANCE ABUSE

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