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U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameU.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN
Plan identification number 502

U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN Benefits

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

401k Sponsoring company profile

U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN
Employer identification number (EIN):810754804
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-09-01CRAIG MADOLE2023-06-13 CHRIS DORIS2023-06-13
5022020-09-01CRAIG MADOLE2022-06-08 CHRIS DORIS2022-06-08
5022019-09-01CRAIG MADOLE2021-06-04 CRAIG MADOLE2021-06-04
5022018-09-01CRAIG MADOLE2020-07-14 CRAIG MADOLE2020-07-14
5022017-09-01CRAIG MADOLE2019-06-10
5022016-09-01
5022015-09-01
5022014-09-01

Plan Statistics for U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN

401k plan membership statisitcs for U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN

Measure Date Value
2021: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-0149
Total number of active participants reported on line 7a of the Form 55002021-09-0123
Total of all active and inactive participants2021-09-0123
2020: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-0146
Total number of active participants reported on line 7a of the Form 55002020-09-0149
Total of all active and inactive participants2020-09-0149
2019: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-0136
Total number of active participants reported on line 7a of the Form 55002019-09-0146
Total of all active and inactive participants2019-09-0146
2018: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-0125
Total number of active participants reported on line 7a of the Form 55002018-09-0136
Total of all active and inactive participants2018-09-0136
2017: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-0122
Total number of active participants reported on line 7a of the Form 55002017-09-0125
Total of all active and inactive participants2017-09-0125
2016: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-018
Total number of active participants reported on line 7a of the Form 55002016-09-0122
Total of all active and inactive participants2016-09-0122
2015: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-0118
Total number of active participants reported on line 7a of the Form 55002015-09-018
Total of all active and inactive participants2015-09-018
2014: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-010
Total number of active participants reported on line 7a of the Form 55002014-09-0118
Number of retired or separated participants receiving benefits2014-09-010
Total of all active and inactive participants2014-09-0118

Financial Data on U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN

Measure Date Value
2022 : U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2022 401k financial data
Total income from all sources2022-08-31$77,277
Expenses. Total of all expenses incurred2022-08-31$103,193
Benefits paid (including direct rollovers)2022-08-31$98,798
Total plan assets at end of year2022-08-31$967,205
Total plan assets at beginning of year2022-08-31$993,121
Value of fidelity bond covering the plan2022-08-31$4,000,000
Total contributions received or receivable from participants2022-08-31$16,350
Expenses. Other expenses not covered elsewhere2022-08-31$970
Other income received2022-08-31$-75,265
Net income (gross income less expenses)2022-08-31$-25,916
Net plan assets at end of year (total assets less liabilities)2022-08-31$967,205
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$993,121
Total contributions received or receivable from employer(s)2022-08-31$136,192
Expenses. Administrative service providers (salaries,fees and commissions)2022-08-31$3,425
2021 : U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2021 401k financial data
Total income from all sources2021-08-31$214,301
Expenses. Total of all expenses incurred2021-08-31$130,650
Benefits paid (including direct rollovers)2021-08-31$127,823
Total plan assets at end of year2021-08-31$993,121
Total plan assets at beginning of year2021-08-31$909,470
Value of fidelity bond covering the plan2021-08-31$4,000,000
Total contributions received or receivable from participants2021-08-31$21,450
Expenses. Other expenses not covered elsewhere2021-08-31$719
Other income received2021-08-31$62,741
Net income (gross income less expenses)2021-08-31$83,651
Net plan assets at end of year (total assets less liabilities)2021-08-31$993,121
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$909,470
Total contributions received or receivable from employer(s)2021-08-31$130,110
Expenses. Administrative service providers (salaries,fees and commissions)2021-08-31$2,108
2020 : U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2020 401k financial data
Total income from all sources2020-08-31$219,722
Expenses. Total of all expenses incurred2020-08-31$95,887
Benefits paid (including direct rollovers)2020-08-31$91,934
Total plan assets at end of year2020-08-31$909,470
Total plan assets at beginning of year2020-08-31$785,635
Value of fidelity bond covering the plan2020-08-31$3,500,000
Total contributions received or receivable from participants2020-08-31$15,900
Expenses. Other expenses not covered elsewhere2020-08-31$738
Other income received2020-08-31$57,785
Net income (gross income less expenses)2020-08-31$123,835
Net plan assets at end of year (total assets less liabilities)2020-08-31$909,470
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$785,635
Total contributions received or receivable from employer(s)2020-08-31$146,037
Expenses. Administrative service providers (salaries,fees and commissions)2020-08-31$3,215
2019 : U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2019 401k financial data
Total income from all sources2019-08-31$189,855
Expenses. Total of all expenses incurred2019-08-31$85,561
Benefits paid (including direct rollovers)2019-08-31$82,257
Total plan assets at end of year2019-08-31$785,635
Total plan assets at beginning of year2019-08-31$681,341
Value of fidelity bond covering the plan2019-08-31$2,000,000
Total contributions received or receivable from participants2019-08-31$13,650
Expenses. Other expenses not covered elsewhere2019-08-31$619
Other income received2019-08-31$32,889
Net income (gross income less expenses)2019-08-31$104,294
Net plan assets at end of year (total assets less liabilities)2019-08-31$785,635
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$681,341
Total contributions received or receivable from employer(s)2019-08-31$143,316
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$2,685
2017 : U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2017 401k financial data
Total income from all sources2017-08-31$309,711
Expenses. Total of all expenses incurred2017-08-31$71,626
Benefits paid (including direct rollovers)2017-08-31$70,045
Total plan assets at end of year2017-08-31$544,890
Total plan assets at beginning of year2017-08-31$306,805
Value of fidelity bond covering the plan2017-08-31$1,100,000
Expenses. Other expenses not covered elsewhere2017-08-31$187
Other income received2017-08-31$7,821
Net income (gross income less expenses)2017-08-31$238,085
Net plan assets at end of year (total assets less liabilities)2017-08-31$544,890
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$306,805
Total contributions received or receivable from employer(s)2017-08-31$301,890
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$1,394
2016 : U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2016 401k financial data
Total income from all sources2016-08-31$89,992
Expenses. Total of all expenses incurred2016-08-31$78,419
Benefits paid (including direct rollovers)2016-08-31$71,232
Total plan assets at end of year2016-08-31$306,805
Total plan assets at beginning of year2016-08-31$295,232
Value of fidelity bond covering the plan2016-08-31$1,100,000
Expenses. Other expenses not covered elsewhere2016-08-31$12
Other income received2016-08-31$10,029
Net income (gross income less expenses)2016-08-31$11,573
Net plan assets at end of year (total assets less liabilities)2016-08-31$306,805
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$295,232
Total contributions received or receivable from employer(s)2016-08-31$79,963
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$7,175
2015 : U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2015 401k financial data
Transfers to/from the plan2015-08-31$318,821
Total income from all sources2015-08-31$57,723
Expenses. Total of all expenses incurred2015-08-31$81,312
Benefits paid (including direct rollovers)2015-08-31$81,312
Total plan assets at end of year2015-08-31$295,232
Value of fidelity bond covering the plan2015-08-31$1,100,000
Other income received2015-08-31$1,295
Net income (gross income less expenses)2015-08-31$-23,589
Net plan assets at end of year (total assets less liabilities)2015-08-31$295,232
Total contributions received or receivable from employer(s)2015-08-31$56,428

Form 5500 Responses for U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN

2021: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-09-01Type of plan entityMulti-employer plan
2021-09-01Plan is a collectively bargained planYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-09-01Type of plan entityMulti-employer plan
2020-09-01Plan is a collectively bargained planYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-09-01Type of plan entityMulti-employer plan
2019-09-01Plan is a collectively bargained planYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-09-01Type of plan entityMulti-employer plan
2018-09-01Plan is a collectively bargained planYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-09-01Type of plan entityMulti-employer plan
2017-09-01Plan is a collectively bargained planYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-09-01Type of plan entityMulti-employer plan
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-09-01Type of plan entityMulti-employer plan
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: U.A. LOCAL 350 RETIREE HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-09-01Type of plan entityMulti-employer plan
2014-09-01First time form 5500 has been submittedYes
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes

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