BOARD OF TRUSTEES OF HEAT & FROST INSULATORS H&W LU 87 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEAT & FROST INSULATORS H&W LU 87
| Measure | Date | Value |
|---|
| 2021: HEAT & FROST INSULATORS H&W LU 87 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of employers contributing to the scheme | 2021-01-01 | 0 |
| 2020: HEAT & FROST INSULATORS H&W LU 87 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 54 |
| Total of all active and inactive participants | 2020-01-01 | 54 |
| Total participants | 2020-01-01 | 54 |
| Number of employers contributing to the scheme | 2020-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2021 : HEAT & FROST INSULATORS H&W LU 87 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-2,529,068 |
| Total income from all sources | 2021-12-31 | $3,203,654 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,071,810 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,007,225 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $397,224 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Other income received | 2021-12-31 | $6 |
| Net income (gross income less expenses) | 2021-12-31 | $2,131,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $397,224 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $3,203,648 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $64,585 |
| 2020 : HEAT & FROST INSULATORS H&W LU 87 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $980,109 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $819,178 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $773,283 |
| Total plan assets at end of year | 2020-12-31 | $397,224 |
| Total plan assets at beginning of year | 2020-12-31 | $236,293 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $35,743 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $219,371 |
| Other income received | 2020-12-31 | $119 |
| Net income (gross income less expenses) | 2020-12-31 | $160,931 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $397,224 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $236,293 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $760,619 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,152 |
| 2021: HEAT & FROST INSULATORS H&W LU 87 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Multi-employer plan |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HEAT & FROST INSULATORS H&W LU 87 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Multi-employer plan |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| HUMANA HEALTH PLAN OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95024 ) |
| Policy contract number | 552667 |
| Policy instance | 1 |
| Insurance contract or identification number | 552667 | | Insurance policy start date | 2021-01-31 | | Insurance policy end date | 2021-12-31 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 ) |
| Policy contract number | 552667 |
| Policy instance | 1 |
| Insurance contract or identification number | 552667 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
| Policy contract number | 552667 |
| Policy instance | 2 |
| Insurance contract or identification number | 552667 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $43 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40 | | Additional information about fees paid to insurance broker | INSURANCE BROKER AGENT | | Insurance broker organization code? | 3 |
|
| HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
| Policy contract number | 552667 |
| Policy instance | 3 |
| Insurance contract or identification number | 552667 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $352 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $324 | | Additional information about fees paid to insurance broker | INSURANCE BROKER AGENT | | Insurance broker organization code? | 3 |
|
| HUMANA HEALTH PLAN OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95024 ) |
| Policy contract number | 552667 |
| Policy instance | 4 |
| Insurance contract or identification number | 552667 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $18,795 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,339 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 |
|
| HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
| Policy contract number | 552667 |
| Policy instance | 5 |
| Insurance contract or identification number | 552667 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $715 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $660 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 |
|
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