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USW LOCAL 1355-01 HEALTH PLAN 401k Plan overview

Plan NameUSW LOCAL 1355-01 HEALTH PLAN
Plan identification number 501

USW LOCAL 1355-01 HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

USW LOCAL 1355-01 HEALTH FUND TRUST has sponsored the creation of one or more 401k plans.

Company Name:USW LOCAL 1355-01 HEALTH FUND TRUST
Employer identification number (EIN):816651546
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan USW LOCAL 1355-01 HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01TIMOTHY GURIEL2022-10-07
5012020-01-01TIMOTHY GURIEL2021-10-14
5012019-01-01TIMOTHY GURIEL2020-10-14
5012018-01-01TIMOTHY GURIEL2019-10-15
5012017-01-01
5012016-01-01TIMOTHY GURIEL
5012015-01-01TIMOTHY GURIEL
5012015-01-01TIMOTHY GURIEL

Plan Statistics for USW LOCAL 1355-01 HEALTH PLAN

401k plan membership statisitcs for USW LOCAL 1355-01 HEALTH PLAN

Measure Date Value
2021: USW LOCAL 1355-01 HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01133
Total number of active participants reported on line 7a of the Form 55002021-01-01103
Number of retired or separated participants receiving benefits2021-01-0138
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01141
Number of employers contributing to the scheme2021-01-011
2020: USW LOCAL 1355-01 HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-0132
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01130
Number of employers contributing to the scheme2020-01-011
2019: USW LOCAL 1355-01 HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01147
Total number of active participants reported on line 7a of the Form 55002019-01-0194
Number of retired or separated participants receiving benefits2019-01-0151
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01145
Number of employers contributing to the scheme2019-01-011
2018: USW LOCAL 1355-01 HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-0147
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01146
2017: USW LOCAL 1355-01 HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01131
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-0149
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01131
Number of employers contributing to the scheme2017-01-011
2016: USW LOCAL 1355-01 HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-0184
Number of retired or separated participants receiving benefits2016-01-0149
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01133
Number of employers contributing to the scheme2016-01-011
2015: USW LOCAL 1355-01 HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01185
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-0142
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01185

Financial Data on USW LOCAL 1355-01 HEALTH PLAN

Measure Date Value
2021 : USW LOCAL 1355-01 HEALTH PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$556,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$465,731
Total income from all sources (including contributions)2021-12-31$2,916,385
Total of all expenses incurred2021-12-31$3,105,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,929,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,916,385
Value of total assets at end of year2021-12-31$1,001,983
Value of total assets at beginning of year2021-12-31$1,100,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$175,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$20,149
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$385,005
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$499,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$397,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$232,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$553,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$455,000
Administrative expenses (other) incurred2021-12-31$82,818
Liabilities. Value of operating payables at end of year2021-12-31$3,002
Liabilities. Value of operating payables at beginning of year2021-12-31$10,731
Total non interest bearing cash at end of year2021-12-31$604,067
Total non interest bearing cash at beginning of year2021-12-31$868,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-188,789
Value of net assets at end of year (total assets less liabilities)2021-12-31$445,981
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$634,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,531,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,430,107
Contract administrator fees2021-12-31$72,336
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2021-12-31251638525
2020 : USW LOCAL 1355-01 HEALTH PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$465,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$179,000
Total income from all sources (including contributions)2020-12-31$2,571,050
Total of all expenses incurred2020-12-31$2,488,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,327,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,571,050
Value of total assets at end of year2020-12-31$1,100,501
Value of total assets at beginning of year2020-12-31$730,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$160,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$19,231
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$375,050
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$474,994
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$232,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$111,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$455,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$179,000
Administrative expenses (other) incurred2020-12-31$81,924
Liabilities. Value of operating payables at end of year2020-12-31$10,731
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$868,438
Total non interest bearing cash at beginning of year2020-12-31$619,065
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$82,912
Value of net assets at end of year (total assets less liabilities)2020-12-31$634,770
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$551,858
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$2,196,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,852,979
Contract administrator fees2020-12-31$59,010
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2020-12-31251638525
2019 : USW LOCAL 1355-01 HEALTH PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$179,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$371,000
Total income from all sources (including contributions)2019-12-31$2,644,551
Total of all expenses incurred2019-12-31$2,666,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,498,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,644,551
Value of total assets at end of year2019-12-31$730,858
Value of total assets at beginning of year2019-12-31$944,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167,944
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$19,506
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$414,167
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$554,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$111,793
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$30,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$179,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$371,000
Administrative expenses (other) incurred2019-12-31$96,818
Total non interest bearing cash at end of year2019-12-31$619,065
Total non interest bearing cash at beginning of year2019-12-31$913,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-21,591
Value of net assets at end of year (total assets less liabilities)2019-12-31$551,858
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$573,449
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 leases to which the plan was party in default or uncollectible2019-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,058
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,230,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,940,148
Contract administrator fees2019-12-31$51,620
Did the plan have assets held for investment2019-12-31No
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
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
Accountancy firm name2019-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2019-12-31251638525
2018 : USW LOCAL 1355-01 HEALTH PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$371,000
Total income from all sources (including contributions)2018-12-31$2,559,895
Total of all expenses incurred2018-12-31$2,637,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,476,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,559,895
Value of total assets at end of year2018-12-31$944,449
Value of total assets at beginning of year2018-12-31$651,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$161,471
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$11,191
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$372,729
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$460,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$30,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$371,000
Administrative expenses (other) incurred2018-12-31$99,458
Total non interest bearing cash at end of year2018-12-31$913,751
Total non interest bearing cash at beginning of year2018-12-31$649,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-77,616
Value of net assets at end of year (total assets less liabilities)2018-12-31$573,449
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$651,065
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
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,058
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$2,187,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,012,437
Contract administrator fees2018-12-31$50,822
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
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 name2018-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2018-12-31251638525
2017 : USW LOCAL 1355-01 HEALTH PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,138
Total income from all sources (including contributions)2017-12-31$2,302,148
Total of all expenses incurred2017-12-31$2,228,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,154,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,302,148
Value of total assets at end of year2017-12-31$651,065
Value of total assets at beginning of year2017-12-31$592,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$74,701
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$14,388
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$263,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$592,899
Administrative expenses (other) incurred2017-12-31$60,313
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$15,138
Total non interest bearing cash at end of year2017-12-31$649,239
Total non interest bearing cash at beginning of year2017-12-31$0
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$73,304
Value of net assets at end of year (total assets less liabilities)2017-12-31$651,065
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$577,761
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
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,154,143
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$2,038,800
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
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 name2017-12-31GROSSMAN YANAK & FORD
Accountancy firm EIN2017-12-31251638525
2016 : USW LOCAL 1355-01 HEALTH PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,569,134
Total of all expenses incurred2016-12-31$2,474,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,459,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,569,134
Value of total assets at end of year2016-12-31$592,899
Value of total assets at beginning of year2016-12-31$483,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$248,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$592,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$483,597
Administrative expenses (other) incurred2016-12-31$15,138
Liabilities. Value of operating payables at end of year2016-12-31$15,138
Liabilities. Value of operating payables at beginning of year2016-12-31$0
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$94,164
Value of net assets at end of year (total assets less liabilities)2016-12-31$577,761
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$483,597
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
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,459,832
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$2,320,501
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
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 name2016-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2016-12-31251638525
2015 : USW LOCAL 1355-01 HEALTH PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,773,065
Total of all expenses incurred2015-12-31$3,289,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,289,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,773,065
Value of total assets at end of year2015-12-31$483,597
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,055,845
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$483,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$75
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$483,597
Value of net assets at end of year (total assets less liabilities)2015-12-31$483,597
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,289,393
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$2,717,220
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
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 name2015-12-31GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2015-12-31251638525

Form 5500 Responses for USW LOCAL 1355-01 HEALTH PLAN

2021: USW LOCAL 1355-01 HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: USW LOCAL 1355-01 HEALTH PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: USW LOCAL 1355-01 HEALTH PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: USW LOCAL 1355-01 HEALTH PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: USW LOCAL 1355-01 HEALTH PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: USW LOCAL 1355-01 HEALTH PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: USW LOCAL 1355-01 HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberC500001
Policy instance 1
Insurance contract or identification numberC500001
Number of Individuals Covered25
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $339
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees282
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberC500001
Policy instance 1
Insurance contract or identification numberC500001
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $339
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $282
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberC500001
Policy instance 1
Insurance contract or identification numberC500001
Number of Individuals Covered25
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $352
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $293
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberC500001
Policy instance 1
Insurance contract or identification numberC500001
Number of Individuals Covered26
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $366
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $302
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number907042
Policy instance 1
Insurance contract or identification number907042
Number of Individuals Covered310
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,730
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,872,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6730
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
Insurance broker nameJRG ADVISORS LLC
BEAZLEY INSURANCE COMPANY INC (National Association of Insurance Commissioners NAIC id number: 37540 )
Policy contract numberM944E5
Policy instance 2
Insurance contract or identification numberM944E5
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $42,027
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $280,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,018
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePETERSON FINANCIAL
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number199197
Policy instance 1
Insurance contract or identification number199197
Number of Individuals Covered380
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,186
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $606,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,186
Insurance broker organization code?3
Insurance broker nameJRG ADVISORS, LLC
KEYSTONE HEALTH PLAN WEST, INC (National Association of Insurance Commissioners NAIC id number: 95048 )
Policy contract number199197
Policy instance 2
Insurance contract or identification number199197
Number of Individuals Covered380
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $81,106
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,703,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,106
Insurance broker organization code?3
Insurance broker nameJRG ADVISORS, LLC

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