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I.A.T.S.E. LOCAL 99 HEALTH TRUST 401k Plan overview

Plan NameI.A.T.S.E. LOCAL 99 HEALTH TRUST
Plan identification number 501

I.A.T.S.E. LOCAL 99 HEALTH TRUST Benefits

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

401k Sponsoring company profile

I.A.T.S.E. LOCAL 99 HEALTH TRUST has sponsored the creation of one or more 401k plans.

Company Name:I.A.T.S.E. LOCAL 99 HEALTH TRUST
Employer identification number (EIN):876128478
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL 99 HEALTH TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012018-01-01
5012017-01-01DAN HUTTEN
5012016-01-01DAN HUTTEN
5012016-01-01
5012015-01-01DAN HUTTEN
5012015-01-01DAN HUTTEN
5012014-01-01
5012013-01-01
5012012-01-01DAN HUTTEN TIM REYNOLDS2013-10-15
5012011-01-01DAN HUTTEN TIM REYNOLDS2012-10-15
5012010-01-01DAN HUTTEN TIM REYNOLDS2011-10-21
5012009-01-01DAN HUTTEN LARRY HOLDER2010-10-15

Plan Statistics for I.A.T.S.E. LOCAL 99 HEALTH TRUST

401k plan membership statisitcs for I.A.T.S.E. LOCAL 99 HEALTH TRUST

Measure Date Value
2022: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01809
Total number of active participants reported on line 7a of the Form 55002022-01-01969
Total of all active and inactive participants2022-01-01969
Total participants2022-01-01969
Number of employers contributing to the scheme2022-01-0126
2021: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01887
Total number of active participants reported on line 7a of the Form 55002021-01-01809
Total of all active and inactive participants2021-01-01809
Total participants2021-01-01809
Number of employers contributing to the scheme2021-01-0126
2020: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,214
Total number of active participants reported on line 7a of the Form 55002020-01-01887
Total of all active and inactive participants2020-01-01887
Total participants2020-01-01887
Number of employers contributing to the scheme2020-01-0126
2019: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,092
Total number of active participants reported on line 7a of the Form 55002019-01-011,214
Total of all active and inactive participants2019-01-011,214
Total participants2019-01-011,214
Number of employers contributing to the scheme2019-01-0126
2018: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,194
Total number of active participants reported on line 7a of the Form 55002018-01-011,092
Total of all active and inactive participants2018-01-011,092
Total participants2018-01-011,092
Number of employers contributing to the scheme2018-01-0126
2017: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,180
Total number of active participants reported on line 7a of the Form 55002017-01-011,194
Total of all active and inactive participants2017-01-011,194
Total participants2017-01-011,194
Number of employers contributing to the scheme2017-01-0126
2016: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,105
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of employers contributing to the scheme2016-01-0126
2015: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,010
Total number of active participants reported on line 7a of the Form 55002015-01-011,105
Total of all active and inactive participants2015-01-011,105
Total participants2015-01-010
Number of employers contributing to the scheme2015-01-0129
2014: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01938
Total number of active participants reported on line 7a of the Form 55002014-01-011,010
Total of all active and inactive participants2014-01-011,010
Number of employers contributing to the scheme2014-01-0129
2013: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,002
Total number of active participants reported on line 7a of the Form 55002013-01-01938
Total of all active and inactive participants2013-01-01938
Number of employers contributing to the scheme2013-01-0129
2012: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01991
Total number of active participants reported on line 7a of the Form 55002012-01-011,002
Total of all active and inactive participants2012-01-011,002
Total participants2012-01-010
Number of employers contributing to the scheme2012-01-0124
2011: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01917
Total number of active participants reported on line 7a of the Form 55002011-01-01991
Total of all active and inactive participants2011-01-01991
Total participants2011-01-01991
Number of employers contributing to the scheme2011-01-0126
2010: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01735
Total number of active participants reported on line 7a of the Form 55002010-01-01917
Total of all active and inactive participants2010-01-01917
Total participants2010-01-01917
Number of employers contributing to the scheme2010-01-0122
2009: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01743
Total number of active participants reported on line 7a of the Form 55002009-01-01735
Total of all active and inactive participants2009-01-01735
Total participants2009-01-01735
Number of employers contributing to the scheme2009-01-0113

Financial Data on I.A.T.S.E. LOCAL 99 HEALTH TRUST

Measure Date Value
2022 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,469
Total income from all sources (including contributions)2022-12-31$892,406
Total of all expenses incurred2022-12-31$663,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$486,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,219,692
Value of total assets at end of year2022-12-31$3,245,718
Value of total assets at beginning of year2022-12-31$3,006,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$176,919
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$54,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$29,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$-2,838
Participant contributions at end of year2022-12-31$7,768
Participant contributions at beginning of year2022-12-31$6,604
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,852
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,610
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$228,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$14,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,469
Administrative expenses (other) incurred2022-12-31$124,809
Total non interest bearing cash at end of year2022-12-31$203,745
Total non interest bearing cash at beginning of year2022-12-31$257,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$229,034
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,231,256
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,002,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,210
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$789,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$171,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$171,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-382,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,222,530
Employer contributions (assets) at end of year2022-12-31$84,476
Employer contributions (assets) at beginning of year2022-12-31$117,256
Income. Dividends from common stock2022-12-31$54,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$257,868
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$9,129
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,172,642
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,138,172
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,267,843
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$5,632
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$4,479
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAYNIE & COMPANY
Accountancy firm EIN2022-12-31870325228
2021 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,178
Total income from all sources (including contributions)2021-12-31$1,177,993
Total of all expenses incurred2021-12-31$787,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$573,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$509,840
Value of total assets at end of year2021-12-31$3,006,691
Value of total assets at beginning of year2021-12-31$2,631,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,696
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$49,737
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$42,034
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$-8,766
Participant contributions at end of year2021-12-31$6,604
Participant contributions at beginning of year2021-12-31$56,326
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,610
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,725
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$382,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$19,178
Other income not declared elsewhere2021-12-31$15,900
Administrative expenses (other) incurred2021-12-31$152,724
Total non interest bearing cash at end of year2021-12-31$257,948
Total non interest bearing cash at beginning of year2021-12-31$178,474
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$390,288
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,002,222
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,611,934
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
Investment advisory and management fees2021-12-31$19,938
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$171,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$228,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$228,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$602,516
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$518,606
Employer contributions (assets) at end of year2021-12-31$117,256
Employer contributions (assets) at beginning of year2021-12-31$6,221
Income. Dividends from common stock2021-12-31$49,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$190,896
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,172,642
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$736,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,267,843
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,414,794
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$4,479
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$4,887
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31HAYNIE & COMPANY
Accountancy firm EIN2021-12-31870325228
2020 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,682
Total income from all sources (including contributions)2020-12-31$786,203
Total of all expenses incurred2020-12-31$1,162,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$931,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$546,836
Value of total assets at end of year2020-12-31$2,631,112
Value of total assets at beginning of year2020-12-31$2,991,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$231,256
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$52,356
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$32,286
Was this plan covered by a fidelity bond2020-12-31No
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$121,142
Participant contributions at end of year2020-12-31$56,326
Participant contributions at beginning of year2020-12-31$21,209
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,725
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$49,579
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$621,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$19,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,682
Administrative expenses (other) incurred2020-12-31$179,338
Total non interest bearing cash at end of year2020-12-31$178,474
Total non interest bearing cash at beginning of year2020-12-31$321,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-376,447
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,611,934
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,988,381
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$19,632
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$228,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$477,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$477,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$187,011
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$425,694
Employer contributions (assets) at end of year2020-12-31$6,221
Employer contributions (assets) at beginning of year2020-12-31$32,150
Income. Dividends from common stock2020-12-31$52,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$309,405
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$736,669
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$569,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,414,794
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,513,009
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$4,887
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$6,709
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HAYNIE & COMPANY
Accountancy firm EIN2020-12-31870325228
2019 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,559
Total income from all sources (including contributions)2019-12-31$1,958,706
Total of all expenses incurred2019-12-31$1,279,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,086,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,541,130
Value of total assets at end of year2019-12-31$2,991,063
Value of total assets at beginning of year2019-12-31$2,314,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$192,781
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$53,115
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$41,950
Was this plan covered by a fidelity bond2019-12-31No
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
Contributions received from participants2019-12-31$63,660
Participant contributions at end of year2019-12-31$21,209
Participant contributions at beginning of year2019-12-31$10,492
Assets. Other investments not covered elsewhere at end of year2019-12-31$49,579
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$52,880
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$615,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,975
Administrative expenses (other) incurred2019-12-31$132,388
Total non interest bearing cash at end of year2019-12-31$321,671
Total non interest bearing cash at beginning of year2019-12-31$219,222
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$679,561
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,988,381
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,308,820
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
Investment advisory and management fees2019-12-31$18,443
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$477,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$61,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$61,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$364,461
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$1,477,470
Employer contributions (assets) at end of year2019-12-31$32,150
Employer contributions (assets) at beginning of year2019-12-31$40,125
Income. Dividends from common stock2019-12-31$53,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$470,804
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$569,055
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$206,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,513,009
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,722,206
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,584
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$6,709
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$1,050
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
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 name2019-12-31HAYNIE & COMPANY
Accountancy firm EIN2019-12-31870325228
2018 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,146
Total income from all sources (including contributions)2018-12-31$1,261,051
Total of all expenses incurred2018-12-31$1,147,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$973,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,350,593
Value of total assets at end of year2018-12-31$2,314,379
Value of total assets at beginning of year2018-12-31$2,196,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$173,918
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$49,851
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$29,669
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
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$58,506
Participant contributions at end of year2018-12-31$10,492
Participant contributions at beginning of year2018-12-31$2,744
Assets. Other investments not covered elsewhere at end of year2018-12-31$52,880
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$44,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$548,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,975
Administrative expenses (other) incurred2018-12-31$128,058
Total non interest bearing cash at end of year2018-12-31$219,222
Total non interest bearing cash at beginning of year2018-12-31$333,198
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$113,574
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,308,820
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,195,246
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$16,191
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$61,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$271,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$271,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-139,393
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$1,292,087
Employer contributions (assets) at end of year2018-12-31$40,125
Employer contributions (assets) at beginning of year2018-12-31$46,537
Income. Dividends from common stock2018-12-31$49,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$425,472
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$206,824
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$325,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,722,206
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,168,887
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,584
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,146
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$1,050
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$1,500
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
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 name2018-12-31HAYNIE & COMPANY
Accountancy firm EIN2018-12-31870325228
2017 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,144
Total income from all sources (including contributions)2017-12-31$1,610,909
Total of all expenses incurred2017-12-31$1,031,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$888,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,399,801
Value of total assets at end of year2017-12-31$2,196,392
Value of total assets at beginning of year2017-12-31$1,625,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$142,780
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$30,196
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$31,707
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
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$58,477
Participant contributions at end of year2017-12-31$2,744
Participant contributions at beginning of year2017-12-31$5,140
Assets. Other investments not covered elsewhere at end of year2017-12-31$44,623
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$37,540
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$919
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$490,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,010
Administrative expenses (other) incurred2017-12-31$98,708
Total non interest bearing cash at end of year2017-12-31$333,198
Total non interest bearing cash at beginning of year2017-12-31$410,502
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$579,292
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,195,246
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,615,954
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$12,365
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$271,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$227,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$227,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$180,912
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$1,340,405
Employer contributions (assets) at end of year2017-12-31$46,537
Employer contributions (assets) at beginning of year2017-12-31$44,912
Income. Dividends from common stock2017-12-31$30,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$398,623
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$325,579
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$136,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,168,887
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$753,935
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,146
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,134
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$1,500
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,699
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
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 name2017-12-31HAYNIE & COMPANY
Accountancy firm EIN2017-12-31870325228
2016 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,966
Total income from all sources (including contributions)2016-12-31$1,408,273
Total of all expenses incurred2016-12-31$1,089,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$920,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,296,668
Value of total assets at end of year2016-12-31$1,625,098
Value of total assets at beginning of year2016-12-31$1,303,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$168,810
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$27,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$289
Administrative expenses professional fees incurred2016-12-31$41,489
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
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$63,253
Participant contributions at end of year2016-12-31$5,140
Participant contributions at beginning of year2016-12-31$4,938
Assets. Other investments not covered elsewhere at end of year2016-12-31$37,540
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,627
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$512,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,591
Administrative expenses (other) incurred2016-12-31$118,550
Total non interest bearing cash at end of year2016-12-31$410,502
Total non interest bearing cash at beginning of year2016-12-31$243,933
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$318,952
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,615,954
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,297,002
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
Investment advisory and management fees2016-12-31$8,771
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$227,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$172,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$172,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$84,098
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$1,233,390
Employer contributions (assets) at end of year2016-12-31$44,912
Employer contributions (assets) at beginning of year2016-12-31$31,965
Income. Dividends from common stock2016-12-31$27,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$408,327
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$136,328
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$76,308
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$753,935
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$766,396
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,134
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,375
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,699
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$2,737
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
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 name2016-12-31HAYNIE & COMPANY
Accountancy firm EIN2016-12-31870325228
2015 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,135
Total income from all sources (including contributions)2015-12-31$1,115,146
Total loss/gain on sale of assets2015-12-31$-452
Total of all expenses incurred2015-12-31$1,040,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$865,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,169,280
Value of total assets at end of year2015-12-31$1,303,968
Value of total assets at beginning of year2015-12-31$1,238,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$175,116
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,918
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$29,665
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
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$63,440
Participant contributions at end of year2015-12-31$4,938
Participant contributions at beginning of year2015-12-31$35,211
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,627
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,419
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$499,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,107
Administrative expenses (other) incurred2015-12-31$136,888
Total non interest bearing cash at end of year2015-12-31$243,933
Total non interest bearing cash at beginning of year2015-12-31$147,150
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$74,966
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,297,002
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,222,036
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
Investment advisory and management fees2015-12-31$8,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$41,108
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$172,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$293,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$293,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-77,600
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$1,105,840
Employer contributions (assets) at end of year2015-12-31$31,965
Employer contributions (assets) at beginning of year2015-12-31$42,089
Income. Dividends from common stock2015-12-31$23,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$365,691
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$76,308
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$20,450
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$766,396
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$647,377
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,375
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$11,028
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,737
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$4,290
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-452
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 name2015-12-31HAYNIE & COMPANY
Accountancy firm EIN2015-12-31870325228
2014 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$16,693
Total unrealized appreciation/depreciation of assets2014-12-31$16,693
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,350
Total income from all sources (including contributions)2014-12-31$1,098,779
Total of all expenses incurred2014-12-31$964,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$769,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,065,837
Value of total assets at end of year2014-12-31$1,238,171
Value of total assets at beginning of year2014-12-31$1,094,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$194,513
Total interest from all sources2014-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,244
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$33,189
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
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$56,175
Participant contributions at end of year2014-12-31$35,211
Participant contributions at beginning of year2014-12-31$46,102
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,419
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$30,131
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$438,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,441
Administrative expenses (other) incurred2014-12-31$154,824
Liabilities. Value of operating payables at end of year2014-12-31$11,028
Liabilities. Value of operating payables at beginning of year2014-12-31$3,909
Total non interest bearing cash at end of year2014-12-31$147,150
Total non interest bearing cash at beginning of year2014-12-31$271,975
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$134,374
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,222,036
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,087,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
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
Investment advisory and management fees2014-12-31$6,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$41,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,938
Interest earned on other investments2014-12-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$293,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$161,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$161,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$1,009,662
Employer contributions (assets) at end of year2014-12-31$42,089
Employer contributions (assets) at beginning of year2014-12-31$14,647
Income. Dividends from common stock2014-12-31$16,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$331,617
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$20,450
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$21,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$647,377
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$505,915
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$4,290
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$5,581
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 name2014-12-31HJ & ASSOCIATES
Accountancy firm EIN2014-12-31870651618
2013 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$113,510
Total unrealized appreciation/depreciation of assets2013-12-31$113,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,407
Total income from all sources (including contributions)2013-12-31$1,027,655
Total of all expenses incurred2013-12-31$808,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$629,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$904,415
Value of total assets at end of year2013-12-31$1,094,012
Value of total assets at beginning of year2013-12-31$876,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$178,915
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$37,450
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$34,917
Participant contributions at end of year2013-12-31$46,102
Participant contributions at beginning of year2013-12-31$74,838
Assets. Other investments not covered elsewhere at end of year2013-12-31$30,131
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,902
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$344,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,481
Administrative expenses (other) incurred2013-12-31$133,686
Liabilities. Value of operating payables at end of year2013-12-31$3,909
Liabilities. Value of operating payables at beginning of year2013-12-31$1,926
Total non interest bearing cash at end of year2013-12-31$271,975
Total non interest bearing cash at beginning of year2013-12-31$157,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$219,225
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,087,662
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$868,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$36,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$161,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$356,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$356,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$869,498
Employer contributions (assets) at end of year2013-12-31$14,647
Employer contributions (assets) at beginning of year2013-12-31$22,837
Income. Dividends from common stock2013-12-31$9,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$284,714
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$21,129
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$20,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$505,915
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$233,256
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$5,581
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$7,120
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HJ & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31870651618
2012 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$17,612
Total unrealized appreciation/depreciation of assets2012-12-31$17,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,543
Total income from all sources (including contributions)2012-12-31$1,047,273
Total of all expenses incurred2012-12-31$764,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$512,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$909,255
Value of total assets at end of year2012-12-31$876,844
Value of total assets at beginning of year2012-12-31$603,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$252,327
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$25,677
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$78,358
Participant contributions at end of year2012-12-31$74,838
Participant contributions at beginning of year2012-12-31$76,984
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,902
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,869
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$360,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,657
Other income not declared elsewhere2012-12-31$113,230
Administrative expenses (other) incurred2012-12-31$206,313
Liabilities. Value of operating payables at end of year2012-12-31$1,926
Liabilities. Value of operating payables at beginning of year2012-12-31$1,886
Total non interest bearing cash at end of year2012-12-31$157,034
Total non interest bearing cash at beginning of year2012-12-31$75,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$282,492
Value of net assets at end of year (total assets less liabilities)2012-12-31$868,437
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$585,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,786
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$356,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$179,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$179,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$830,897
Employer contributions (assets) at end of year2012-12-31$22,837
Employer contributions (assets) at beginning of year2012-12-31$30,307
Income. Dividends from common stock2012-12-31$7,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$151,780
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$20,313
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$20,221
Contract administrator fees2012-12-31$18,551
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$233,256
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$207,481
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$7,120
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$9,405
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SORENSEN, VANCE & COMPANY, P.C.
Accountancy firm EIN2012-12-31870439430
2011 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-5,317
Total unrealized appreciation/depreciation of assets2011-12-31$-5,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,302
Total income from all sources (including contributions)2011-12-31$861,164
Total loss/gain on sale of assets2011-12-31$2,498
Total of all expenses incurred2011-12-31$704,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$450,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$759,010
Value of total assets at end of year2011-12-31$603,488
Value of total assets at beginning of year2011-12-31$442,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$253,854
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$30,942
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$76,853
Participant contributions at end of year2011-12-31$76,984
Participant contributions at beginning of year2011-12-31$74,762
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,869
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$318,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$12,581
Other income not declared elsewhere2011-12-31$99,167
Administrative expenses (other) incurred2011-12-31$205,826
Liabilities. Value of operating payables at end of year2011-12-31$1,886
Liabilities. Value of operating payables at beginning of year2011-12-31$721
Total non interest bearing cash at end of year2011-12-31$75,810
Total non interest bearing cash at beginning of year2011-12-31$32,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$156,851
Value of net assets at end of year (total assets less liabilities)2011-12-31$585,945
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$429,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$179,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$81,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$81,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$682,157
Employer contributions (assets) at end of year2011-12-31$30,307
Employer contributions (assets) at beginning of year2011-12-31$20,529
Income. Dividends from common stock2011-12-31$5,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$131,706
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$20,221
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$19,442
Contract administrator fees2011-12-31$14,400
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$207,481
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$205,721
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$9,405
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$3,428
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$21,914
Aggregate carrying amount (costs) on sale of assets2011-12-31$19,416
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SORENSEN, VANCE & COMPANY, P.C.
Accountancy firm EIN2011-12-31870439430
2010 : I.A.T.S.E. LOCAL 99 HEALTH TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,170
Total income from all sources (including contributions)2010-12-31$713,313
Total loss/gain on sale of assets2010-12-31$2,657
Total of all expenses incurred2010-12-31$685,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$482,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$623,831
Value of total assets at end of year2010-12-31$442,396
Value of total assets at beginning of year2010-12-31$422,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$202,593
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$18,766
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$162,170
Participant contributions at end of year2010-12-31$74,762
Participant contributions at beginning of year2010-12-31$114,815
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,192
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,539
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$382,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$12,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$9,804
Other income not declared elsewhere2010-12-31$60,860
Administrative expenses (other) incurred2010-12-31$169,471
Liabilities. Value of operating payables at end of year2010-12-31$721
Liabilities. Value of operating payables at beginning of year2010-12-31$12,366
Total non interest bearing cash at end of year2010-12-31$32,673
Total non interest bearing cash at beginning of year2010-12-31$30,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$28,292
Value of net assets at end of year (total assets less liabilities)2010-12-31$429,094
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$400,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$81,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$34,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$34,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$461,661
Employer contributions (assets) at end of year2010-12-31$20,529
Employer contributions (assets) at beginning of year2010-12-31$10,060
Income. Dividends from common stock2010-12-31$5,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$100,173
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$19,442
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$14,140
Contract administrator fees2010-12-31$12,500
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$205,721
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$210,213
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$3,428
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$5,072
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$37,693
Aggregate carrying amount (costs) on sale of assets2010-12-31$35,036
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SORENSEN, VANCE & COMPANY, P.C.
Accountancy firm EIN2010-12-31870439430

Form 5500 Responses for I.A.T.S.E. LOCAL 99 HEALTH TRUST

2022: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.A.T.S.E. LOCAL 99 HEALTH TRUST 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.A.T.S.E. LOCAL 99 HEALTH TRUST 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 - TrustYes
2019: I.A.T.S.E. LOCAL 99 HEALTH TRUST 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 - TrustYes
2018: I.A.T.S.E. LOCAL 99 HEALTH TRUST 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 - TrustYes
2017: I.A.T.S.E. LOCAL 99 HEALTH TRUST 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 - TrustYes
2016: I.A.T.S.E. LOCAL 99 HEALTH TRUST 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 - TrustYes
2015: I.A.T.S.E. LOCAL 99 HEALTH TRUST 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 - TrustYes
2014: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.A.T.S.E. LOCAL 99 HEALTH TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TOTAL DENTAL ADMINISTRATORS OF UTAH,, INC. (National Association of Insurance Commissioners NAIC id number: 11560 )
Policy contract number
Policy instance 7
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $191
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $191
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 )
Policy contract numberG1014622 1001
Policy instance 1
Insurance contract or identification numberG1014622 1001
Number of Individuals Covered13
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,430
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,430
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 2
Insurance contract or identification number26UT01-0001
Number of Individuals Covered84
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $612
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $612
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12123-1
Policy instance 3
Insurance contract or identification number12123-1
Number of Individuals Covered74
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $648
Total amount of fees paid to insurance companyUSD $1,195
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $648
Amount paid for insurance broker fees1195
Additional information about fees paid to insurance brokerADMINISTRATIVE
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract numberHNMD00140
Policy instance 4
Insurance contract or identification numberHNMD00140
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $483
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $483
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberFXH UTH39560
Policy instance 5
Insurance contract or identification numberFXH UTH39560
Number of Individuals Covered84
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,479
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,479
INTERMOUNTAIN EAP (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 6
Number of Individuals Covered123
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 )
Policy contract numberG1014622 1001
Policy instance 1
Insurance contract or identification numberG1014622 1001
Number of Individuals Covered23
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,321
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,321
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 2
Insurance contract or identification number26UT01-0001
Number of Individuals Covered70
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $873
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $873
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12123-1
Policy instance 3
Insurance contract or identification number12123-1
Number of Individuals Covered73
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $870
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $870
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract numberHNMD00140
Policy instance 4
Insurance contract or identification numberHNMD00140
Number of Individuals Covered65
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $599
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $599
INTERMOUNTAIN EAP (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 6
Number of Individuals Covered124
Insurance policy start date2021-04-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TOTAL DENTAL ADMINISTRATORS OF UTAH,, INC. (National Association of Insurance Commissioners NAIC id number: 11560 )
Policy contract number
Policy instance 7
Number of Individuals Covered22
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $304
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $304
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberFXH UTH39560
Policy instance 5
Insurance contract or identification numberFXH UTH39560
Number of Individuals Covered97
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,258
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,258
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 2
Insurance contract or identification number26UT01-0001
Number of Individuals Covered111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,001
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,001
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 )
Policy contract numberG1014622 1001
Policy instance 1
Insurance contract or identification numberG1014622 1001
Number of Individuals Covered47
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,399
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,399
TOTAL DENTAL ADMINISTRATORS OF UTAH,, INC. (National Association of Insurance Commissioners NAIC id number: 11560 )
Policy contract number
Policy instance 7
Number of Individuals Covered33
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $382
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12123-1
Policy instance 3
Insurance contract or identification number12123-1
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $849
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $849
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract numberHNMD00140
Policy instance 4
Insurance contract or identification numberHNMD00140
Number of Individuals Covered85
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $752
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $752
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberFXH UTH39560
Policy instance 5
Insurance contract or identification numberFXH UTH39560
Number of Individuals Covered126
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,586
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,586
INTERMOUNTAIN EAP (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 6
Number of Individuals Covered135
Insurance policy start date2020-01-01
Insurance policy end date2020-01-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12123-1
Policy instance 3
Insurance contract or identification number12123-1
Number of Individuals Covered80
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,168
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,168
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract numberHNMD00140
Policy instance 4
Insurance contract or identification numberHNMD00140
Number of Individuals Covered75
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $717
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $717
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberFXH UTH39560
Policy instance 5
Insurance contract or identification numberFXH UTH39560
Number of Individuals Covered91
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $688
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $688
INTERMOUNTAIN EAP (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 6
Number of Individuals Covered141
Insurance policy start date2010-01-01
Insurance policy end date2019-01-01
Welfare Benefit Premiums Paid to CarrierUSD $2,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 )
Policy contract numberG1014622 1001
Policy instance 1
Insurance contract or identification numberG1014622 1001
Number of Individuals Covered62
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $24,275
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $485,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,275
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 2
Insurance contract or identification number26UT01-0001
Number of Individuals Covered85
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $851
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $851
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 )
Policy contract numberG1014622 1001
Policy instance 1
Insurance contract or identification numberG1014622 1001
Number of Individuals Covered148
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,538
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $490,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,538
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12123-1
Policy instance 3
Insurance contract or identification number12123-1
Number of Individuals Covered65
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $606
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $606
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract numberHNMD00140
Policy instance 4
Insurance contract or identification numberHNMD00140
Number of Individuals Covered80
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $701
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $701
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberFXH UTH39560
Policy instance 5
Insurance contract or identification numberFXH UTH39560
Number of Individuals Covered117
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,287
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,287
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 2
Insurance contract or identification number26UT01-0001
Number of Individuals Covered85
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $770
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $770
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberFXH UTH39560
Policy instance 5
Insurance contract or identification numberFXH UTH39560
Number of Individuals Covered86
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,872
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,872
Insurance broker nameWORKMAN INSURANCE GROUP
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract numberHNMD00140
Policy instance 4
Insurance contract or identification numberHNMD00140
Number of Individuals Covered65
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $569
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $569
Insurance broker nameWORKMAN INSURANCE GROUP
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12123-1
Policy instance 3
Insurance contract or identification number12123-1
Number of Individuals Covered53
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $419
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $419
Insurance broker nameWORKMAN INSURANCE GROUP
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 2
Insurance contract or identification number26UT01-0001
Number of Individuals Covered78
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $406
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $406
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 )
Policy contract numberG1014622 1001
Policy instance 1
Insurance contract or identification numberG1014622 1001
Number of Individuals Covered65
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,216
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $449,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,340
Insurance broker nameSTONE HILL & ASSOC INS BRK INC
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 2
Insurance contract or identification number26UT01-0001
Number of Individuals Covered96
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $480
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $480
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12123-1
Policy instance 3
Insurance contract or identification number12123-1
Number of Individuals Covered62
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $580
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $580
Insurance broker nameWORKMAN INSURANCE GROUP
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract numberHNMD00140
Policy instance 4
Insurance contract or identification numberHNMD00140
Number of Individuals Covered77
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,730
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,730
Insurance broker nameWORKMAN INSURANCE GROUP
DENTIST DIRECT, LLC (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberACL51
Policy instance 5
Insurance contract or identification numberACL51
Number of Individuals Covered69
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,708
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,708
Insurance broker nameWORKMAN INSURANCE GROUP
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 )
Policy contract numberG1014622 1001
Policy instance 1
Insurance contract or identification numberG1014622 1001
Number of Individuals Covered90
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,043
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $448,107
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,043
Insurance broker nameWORKMAN INSURANCE GROUP
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberEKP UTH37783
Policy instance 5
Insurance contract or identification numberEKP UTH37783
Number of Individuals Covered72
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,611
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,611
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 2
Insurance contract or identification number26UT01-0001
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $432
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $432
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 )
Policy contract number1001
Policy instance 1
Insurance contract or identification number1001
Number of Individuals Covered87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,893
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $383,014
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 fees4893
Insurance broker nameSTONE HILL & ASSOC INS BRK INC.
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12123-1
Policy instance 3
Insurance contract or identification number12123-1
Number of Individuals Covered62
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $585
Total amount of fees paid to insurance companyUSD $1,089
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $585
Amount paid for insurance broker fees1089
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
TOTAL DENTAL ADMINISTRATORS OF UTAH,, INC. (National Association of Insurance Commissioners NAIC id number: 11560 )
Policy contract number424140
Policy instance 6
Insurance contract or identification number424140
Number of Individuals Covered30
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $164
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $164
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract number787/69573
Policy instance 4
Insurance contract or identification number787/69573
Number of Individuals Covered73
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,227
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,227
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number2471
Policy instance 1
Insurance contract or identification number2471
Number of Individuals Covered53
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,953
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $298,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,953
Insurance broker nameHOLLY MARIE STEINMETZ
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 2
Insurance contract or identification number26UT01-0001
Number of Individuals Covered86
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $386
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $386
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12123-1
Policy instance 3
Insurance contract or identification number12123-1
Number of Individuals Covered52
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $488
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,192
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $488
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract number787/69573
Policy instance 4
Insurance contract or identification number787/69573
Number of Individuals Covered64
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,886
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,886
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberEKP UTH37783
Policy instance 5
Insurance contract or identification numberEKP UTH37783
Number of Individuals Covered61
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,179
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,179
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
TOTAL DENTAL ADMINISTRATORS OF UTAH,, INC. (National Association of Insurance Commissioners NAIC id number: 11560 )
Policy contract number424140
Policy instance 6
Insurance contract or identification number424140
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $188
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $188
Insurance broker nameWORKMAN INSURANCE GROUP, LLC
HEALTHNOW MD (National Association of Insurance Commissioners NAIC id number: 71394 )
Policy contract number787
Policy instance 2
Insurance contract or identification number787
Number of Individuals Covered53
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,758
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,758
Insurance broker nameHOLLY CHANCELLOR
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 3
Insurance contract or identification number26UT01-0001
Number of Individuals Covered74
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $294
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $294
Insurance broker organization code?3
Insurance broker nameHOLLY CHANCELLOR
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number300231580001
Policy instance 4
Insurance contract or identification number300231580001
Number of Individuals Covered19
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $280
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $280
Insurance broker organization code?3
Insurance broker nameHOLLY CHANCELLOR
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number2471
Policy instance 5
Insurance contract or identification number2471
Number of Individuals Covered53
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,559
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $320,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,559
Insurance broker organization code?3
Insurance broker nameHOLLY CHANCELLOR
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number2471
Policy instance 1
Insurance contract or identification number2471
Number of Individuals Covered50
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,563
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,563
Insurance broker nameHOLLY CHANCELLOR
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26UT01-0001
Policy instance 1
Insurance contract or identification number26UT01-0001
Number of Individuals Covered72
Total amount of commissions paid to insurance brokerUSD $356
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number300231580001
Policy instance 2
Insurance contract or identification number300231580001
Number of Individuals Covered21
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $320
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number2471
Policy instance 3
Insurance contract or identification number2471
Number of Individuals Covered62
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,162
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $311,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number2471
Policy instance 1
Insurance contract or identification number2471
Number of Individuals Covered68
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,217
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $384,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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