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INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN 401k Plan overview

Plan NameINTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN
Plan identification number 501

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

INTL UNION OF OPERATING ENGINEERS has sponsored the creation of one or more 401k plans.

Company Name:INTL UNION OF OPERATING ENGINEERS
Employer identification number (EIN):910268531
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-10-01KEVIN TEDRICK
5012022-10-01
5012022-10-01KEVIN TEDRICK
5012021-10-01
5012021-10-01KEVIN TEDRICK
5012020-10-01
5012020-10-01KEVIN TEDRICK
5012019-10-01
5012019-10-01KEVIN TEDRICK

Plan Statistics for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN

401k plan membership statisitcs for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN

Measure Date Value
2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-012,541
Total number of active participants reported on line 7a of the Form 55002022-10-012,541
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-012,541
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-012,544
Total number of active participants reported on line 7a of the Form 55002021-10-012,541
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-012,541
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-012,443
Total number of active participants reported on line 7a of the Form 55002020-10-012,544
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-012,544
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-012,369
Total number of active participants reported on line 7a of the Form 55002019-10-012,443
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-012,443

Form 5500 Responses for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN

2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – InsuranceYes
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 612 HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01First time form 5500 has been submittedYes
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 210415
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 166187
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0116474
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0116474
Policy instance 1
Insurance contract or identification number0116474
Number of Individuals Covered2544
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $113,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0116474
Policy instance 1
Insurance contract or identification number0116474
Number of Individuals Covered2443
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $111,291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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