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UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 401k Plan overview

Plan NameUNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN
Plan identification number 501

UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

UNION WORKERS BENEFITS TRUST has sponsored the creation of one or more 401k plans.

Company Name:UNION WORKERS BENEFITS TRUST
Employer identification number (EIN):010501407
NAIC Classification:336610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01JEFFREY RAAB2023-07-12
5012020-10-01JEFFREY RAAB2022-07-13
5012019-10-01JEFFREY RAAB2021-07-14
5012018-10-01GLENN BURROUGHS2020-07-14
5012017-10-01GLENN BURROUGHS2019-07-11 GLENN BURROUGHS2019-07-11
5012016-10-01
5012015-10-01
5012014-10-01
5012013-10-01
5012012-10-01GLENN BURROUGHS
5012011-10-01GLENN BURROUGHS
5012010-10-01GLENN BURROUGHS
5012009-10-01GLENN BURROUGHS

Plan Statistics for UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN

401k plan membership statisitcs for UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN

Measure Date Value
2021: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-014,507
Total number of active participants reported on line 7a of the Form 55002021-10-014,470
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 participants2021-10-014,470
2020: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-014,047
Total number of active participants reported on line 7a of the Form 55002020-10-014,507
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 participants2020-10-014,507
2019: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-013,901
Total number of active participants reported on line 7a of the Form 55002019-10-014,047
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 participants2019-10-014,047
2018: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-013,091
Total number of active participants reported on line 7a of the Form 55002018-10-013,901
Total of all active and inactive participants2018-10-013,901
2017: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-013,141
Total number of active participants reported on line 7a of the Form 55002017-10-013,091
Total of all active and inactive participants2017-10-013,091
2016: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-013,161
Total number of active participants reported on line 7a of the Form 55002016-10-013,141
Total of all active and inactive participants2016-10-013,141
2015: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-013,464
Total number of active participants reported on line 7a of the Form 55002015-10-013,161
Total of all active and inactive participants2015-10-013,161
2014: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-013,312
Total number of active participants reported on line 7a of the Form 55002014-10-013,464
Total of all active and inactive participants2014-10-013,464
2013: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-013,065
Total number of active participants reported on line 7a of the Form 55002013-10-013,312
Total of all active and inactive participants2013-10-013,312
2012: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-013,071
Total number of active participants reported on line 7a of the Form 55002012-10-013,065
Total of all active and inactive participants2012-10-013,065
2011: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-013,387
Total number of active participants reported on line 7a of the Form 55002011-10-013,071
Total of all active and inactive participants2011-10-013,071
2010: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-013,378
Total number of active participants reported on line 7a of the Form 55002010-10-013,387
Total of all active and inactive participants2010-10-013,387
2009: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-013,501
Total number of active participants reported on line 7a of the Form 55002009-10-013,378
Total of all active and inactive participants2009-10-013,378

Financial Data on UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN

Measure Date Value
2022 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-188,397
Total unrealized appreciation/depreciation of assets2022-09-30$-188,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$857,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$880,775
Total income from all sources (including contributions)2022-09-30$5,404,958
Total loss/gain on sale of assets2022-09-30$4,319
Total of all expenses incurred2022-09-30$5,597,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$5,461,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$5,552,651
Value of total assets at end of year2022-09-30$2,127,206
Value of total assets at beginning of year2022-09-30$2,342,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$135,623
Total interest from all sources2022-09-30$10,961
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$25,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$25,424
Administrative expenses professional fees incurred2022-09-30$19,475
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$5,552,651
Participant contributions at end of year2022-09-30$81,956
Participant contributions at beginning of year2022-09-30$165,828
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$249
Administrative expenses (other) incurred2022-09-30$7,978
Total non interest bearing cash at end of year2022-09-30$1,161,860
Total non interest bearing cash at beginning of year2022-09-30$1,138,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-192,599
Value of net assets at end of year (total assets less liabilities)2022-09-30$1,269,381
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$1,461,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$7,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$824,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$992,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$58,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$45,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$45,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$10,961
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$5,461,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contract administrator fees2022-09-30$100,364
Liabilities. Value of benefit claims payable at end of year2022-09-30$857,825
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$880,775
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$45,070
Aggregate carrying amount (costs) on sale of assets2022-09-30$40,751
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2022-09-30010440155
2021 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$59,620
Total unrealized appreciation/depreciation of assets2021-09-30$59,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$880,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$511,561
Total income from all sources (including contributions)2021-09-30$5,197,337
Total loss/gain on sale of assets2021-09-30$9,873
Total of all expenses incurred2021-09-30$4,981,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$4,852,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$5,101,841
Value of total assets at end of year2021-09-30$2,342,755
Value of total assets at beginning of year2021-09-30$1,757,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$128,602
Total interest from all sources2021-09-30$10,693
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$15,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$15,310
Administrative expenses professional fees incurred2021-09-30$13,915
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$5,101,841
Participant contributions at end of year2021-09-30$165,828
Participant contributions at beginning of year2021-09-30$156,987
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$1
Administrative expenses (other) incurred2021-09-30$11,897
Total non interest bearing cash at end of year2021-09-30$1,138,039
Total non interest bearing cash at beginning of year2021-09-30$649,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$215,922
Value of net assets at end of year (total assets less liabilities)2021-09-30$1,461,980
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$1,246,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$7,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$992,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$912,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$45,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$38,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$38,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$10,693
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$4,852,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contract administrator fees2021-09-30$95,201
Liabilities. Value of benefit claims payable at end of year2021-09-30$880,775
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$511,561
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$90,854
Aggregate carrying amount (costs) on sale of assets2021-09-30$80,981
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2021-09-30010440155
2020 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$31,142
Total unrealized appreciation/depreciation of assets2020-09-30$31,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$511,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$729,624
Total income from all sources (including contributions)2020-09-30$4,336,863
Total loss/gain on sale of assets2020-09-30$14,537
Total of all expenses incurred2020-09-30$4,055,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$3,927,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$4,265,011
Value of total assets at end of year2020-09-30$1,757,619
Value of total assets at beginning of year2020-09-30$1,694,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$128,240
Total interest from all sources2020-09-30$12,931
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$13,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$13,242
Administrative expenses professional fees incurred2020-09-30$15,494
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$4,265,011
Participant contributions at end of year2020-09-30$156,987
Participant contributions at beginning of year2020-09-30$107,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$57
Administrative expenses (other) incurred2020-09-30$9,055
Total non interest bearing cash at end of year2020-09-30$649,652
Total non interest bearing cash at beginning of year2020-09-30$700,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$281,619
Value of net assets at end of year (total assets less liabilities)2020-09-30$1,246,058
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$964,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$6,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$912,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$850,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$38,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$35,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$35,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$12,931
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$3,927,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contract administrator fees2020-09-30$96,838
Liabilities. Value of benefit claims payable at end of year2020-09-30$511,561
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$729,624
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$51,822
Aggregate carrying amount (costs) on sale of assets2020-09-30$37,285
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2020-09-30010440155
2019 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$-19,459
Total unrealized appreciation/depreciation of assets2019-09-30$-19,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$729,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$677,016
Total income from all sources (including contributions)2019-09-30$4,378,614
Total loss/gain on sale of assets2019-09-30$20,429
Total of all expenses incurred2019-09-30$4,305,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$4,173,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$4,352,127
Value of total assets at end of year2019-09-30$1,694,063
Value of total assets at beginning of year2019-09-30$1,568,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$132,269
Total interest from all sources2019-09-30$1,833
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$23,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$23,684
Administrative expenses professional fees incurred2019-09-30$19,702
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$4,352,127
Participant contributions at end of year2019-09-30$107,959
Participant contributions at beginning of year2019-09-30$87,098
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$57
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$1,027
Administrative expenses (other) incurred2019-09-30$22,230
Liabilities. Value of operating payables at end of year2019-09-30$729,624
Liabilities. Value of operating payables at beginning of year2019-09-30$677,016
Total non interest bearing cash at end of year2019-09-30$700,121
Total non interest bearing cash at beginning of year2019-09-30$865,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$73,093
Value of net assets at end of year (total assets less liabilities)2019-09-30$964,439
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$891,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$850,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$543,039
Interest earned on other investments2019-09-30$94
Income. Interest from US Government securities2019-09-30$972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$35,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$21,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$21,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$767
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$4,173,252
Asset value of US Government securities at end of year2019-09-30$0
Asset value of US Government securities at beginning of year2019-09-30$50,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contract administrator fees2019-09-30$84,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$761,325
Aggregate carrying amount (costs) on sale of assets2019-09-30$740,896
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2019-09-30010440155
2018 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$9,189
Total unrealized appreciation/depreciation of assets2018-09-30$9,189
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$677,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$589,237
Total income from all sources (including contributions)2018-09-30$4,124,773
Total of all expenses incurred2018-09-30$4,013,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$3,915,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$4,094,047
Value of total assets at end of year2018-09-30$1,568,362
Value of total assets at beginning of year2018-09-30$1,368,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$97,214
Total interest from all sources2018-09-30$4,750
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$16,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$16,787
Administrative expenses professional fees incurred2018-09-30$16,111
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30Yes
Amount of non-exempt transactions with any party-in-interest2018-09-30$50,000
Contributions received from participants2018-09-30$4,094,047
Participant contributions at end of year2018-09-30$87,098
Participant contributions at beginning of year2018-09-30$66,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$1,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$50,603
Administrative expenses (other) incurred2018-09-30$4,084
Liabilities. Value of operating payables at end of year2018-09-30$677,016
Liabilities. Value of operating payables at beginning of year2018-09-30$589,237
Total non interest bearing cash at end of year2018-09-30$865,619
Total non interest bearing cash at beginning of year2018-09-30$658,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$111,607
Value of net assets at end of year (total assets less liabilities)2018-09-30$891,346
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$779,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$543,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$524,680
Interest earned on other investments2018-09-30$2,909
Income. Interest from US Government securities2018-09-30$1,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$21,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$17,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$17,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$278
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$3,915,952
Asset value of US Government securities at end of year2018-09-30$50,191
Asset value of US Government securities at beginning of year2018-09-30$51,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contract administrator fees2018-09-30$70,869
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2018-09-30010440155
2017 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$30,568
Total unrealized appreciation/depreciation of assets2017-09-30$30,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$589,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$598,941
Total income from all sources (including contributions)2017-09-30$3,747,344
Total loss/gain on sale of assets2017-09-30$2,630
Total of all expenses incurred2017-09-30$3,627,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$3,522,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$3,700,498
Value of total assets at end of year2017-09-30$1,368,976
Value of total assets at beginning of year2017-09-30$1,259,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$105,064
Total interest from all sources2017-09-30$1,658
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$11,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$11,990
Administrative expenses professional fees incurred2017-09-30$17,192
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30Yes
Amount of non-exempt transactions with any party-in-interest2017-09-30$50,000
Contributions received from participants2017-09-30$3,700,498
Participant contributions at end of year2017-09-30$66,556
Participant contributions at beginning of year2017-09-30$58,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$50,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$595
Administrative expenses (other) incurred2017-09-30$14,175
Liabilities. Value of operating payables at end of year2017-09-30$589,237
Liabilities. Value of operating payables at beginning of year2017-09-30$598,941
Total non interest bearing cash at end of year2017-09-30$658,442
Total non interest bearing cash at beginning of year2017-09-30$647,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$119,540
Value of net assets at end of year (total assets less liabilities)2017-09-30$779,739
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$660,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$524,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$479,236
Income. Interest from US Government securities2017-09-30$1,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$17,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$20,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$20,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$95
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$3,522,740
Asset value of US Government securities at end of year2017-09-30$51,351
Asset value of US Government securities at beginning of year2017-09-30$52,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contract administrator fees2017-09-30$67,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$41,533
Aggregate carrying amount (costs) on sale of assets2017-09-30$38,903
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2017-09-30010440155
2016 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$20,340
Total unrealized appreciation/depreciation of assets2016-09-30$20,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$598,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$547,795
Total income from all sources (including contributions)2016-09-30$3,714,831
Total loss/gain on sale of assets2016-09-30$2,510
Total of all expenses incurred2016-09-30$3,633,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$3,530,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$3,677,154
Value of total assets at end of year2016-09-30$1,259,140
Value of total assets at beginning of year2016-09-30$1,126,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$103,274
Total interest from all sources2016-09-30$2,184
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$12,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$12,543
Administrative expenses professional fees incurred2016-09-30$16,836
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$100,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$3,677,154
Participant contributions at end of year2016-09-30$58,221
Participant contributions at beginning of year2016-09-30$99,693
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$999
Administrative expenses (other) incurred2016-09-30$11,111
Liabilities. Value of operating payables at end of year2016-09-30$598,941
Liabilities. Value of operating payables at beginning of year2016-09-30$547,795
Total non interest bearing cash at end of year2016-09-30$647,637
Total non interest bearing cash at beginning of year2016-09-30$505,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$81,181
Value of net assets at end of year (total assets less liabilities)2016-09-30$660,199
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$579,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$479,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$458,912
Income. Interest from US Government securities2016-09-30$2,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$20,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$11,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$11,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$42
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$3,530,376
Asset value of US Government securities at end of year2016-09-30$52,939
Asset value of US Government securities at beginning of year2016-09-30$50,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Income. Dividends from common stock2016-09-30$100
Contract administrator fees2016-09-30$69,177
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$180,155
Aggregate carrying amount (costs) on sale of assets2016-09-30$177,645
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30RUNYON KERSTEEN OUELETTE
Accountancy firm EIN2016-09-30010440155
2015 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-13,690
Total unrealized appreciation/depreciation of assets2015-09-30$-13,690
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$547,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$543,403
Total income from all sources (including contributions)2015-09-30$3,378,516
Total loss/gain on sale of assets2015-09-30$3,176
Total of all expenses incurred2015-09-30$3,341,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$3,249,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$3,373,717
Value of total assets at end of year2015-09-30$1,126,813
Value of total assets at beginning of year2015-09-30$1,085,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$92,277
Total interest from all sources2015-09-30$2,575
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$12,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$12,691
Administrative expenses professional fees incurred2015-09-30$15,862
Was this plan covered by a fidelity bond2015-09-30No
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$3,373,717
Participant contributions at end of year2015-09-30$99,693
Participant contributions at beginning of year2015-09-30$85,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$4,984
Administrative expenses (other) incurred2015-09-30$14,540
Liabilities. Value of operating payables at end of year2015-09-30$547,795
Liabilities. Value of operating payables at beginning of year2015-09-30$538,419
Total non interest bearing cash at end of year2015-09-30$505,364
Total non interest bearing cash at beginning of year2015-09-30$42,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$36,779
Value of net assets at end of year (total assets less liabilities)2015-09-30$579,018
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$542,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$458,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$352,723
Income. Interest from US Government securities2015-09-30$2,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$11,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$474,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$474,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$7
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$3,249,460
Asset value of US Government securities at end of year2015-09-30$50,000
Asset value of US Government securities at beginning of year2015-09-30$129,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Income. Dividends from common stock2015-09-30$47
Contract administrator fees2015-09-30$55,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$335,653
Aggregate carrying amount (costs) on sale of assets2015-09-30$332,477
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2015-09-30010440155
2014 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$10,805
Total unrealized appreciation/depreciation of assets2014-09-30$10,805
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$543,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$518,447
Total income from all sources (including contributions)2014-09-30$3,169,909
Total loss/gain on sale of assets2014-09-30$349
Total of all expenses incurred2014-09-30$3,195,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$3,104,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$3,146,955
Value of total assets at end of year2014-09-30$1,085,642
Value of total assets at beginning of year2014-09-30$1,086,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$90,419
Total interest from all sources2014-09-30$2,653
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$9,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$9,147
Administrative expenses professional fees incurred2014-09-30$13,631
Was this plan covered by a fidelity bond2014-09-30No
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$3,146,955
Participant contributions at end of year2014-09-30$85,231
Participant contributions at beginning of year2014-09-30$74,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$4,984
Administrative expenses (other) incurred2014-09-30$15,300
Liabilities. Value of operating payables at end of year2014-09-30$538,419
Liabilities. Value of operating payables at beginning of year2014-09-30$518,447
Total non interest bearing cash at end of year2014-09-30$42,261
Total non interest bearing cash at beginning of year2014-09-30$42,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-25,341
Value of net assets at end of year (total assets less liabilities)2014-09-30$542,239
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$567,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$352,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$297,060
Income. Interest from US Government securities2014-09-30$2,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$474,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$489,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$489,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$9
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$3,104,831
Asset value of US Government securities at end of year2014-09-30$129,756
Asset value of US Government securities at beginning of year2014-09-30$181,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contract administrator fees2014-09-30$55,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$162,586
Aggregate carrying amount (costs) on sale of assets2014-09-30$162,237
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2014-09-30010440155
2013 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$-25,972
Total unrealized appreciation/depreciation of assets2013-09-30$-25,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$518,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$475,608
Total income from all sources (including contributions)2013-09-30$3,075,056
Total loss/gain on sale of assets2013-09-30$29,996
Total of all expenses incurred2013-09-30$3,056,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$2,960,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$3,060,237
Value of total assets at end of year2013-09-30$1,086,027
Value of total assets at beginning of year2013-09-30$1,025,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$96,970
Total interest from all sources2013-09-30$10,795
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$14,499
Was this plan covered by a fidelity bond2013-09-30No
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$3,060,237
Participant contributions at end of year2013-09-30$74,983
Participant contributions at beginning of year2013-09-30$63,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$1,556
Administrative expenses (other) incurred2013-09-30$22,220
Liabilities. Value of operating payables at end of year2013-09-30$518,447
Liabilities. Value of operating payables at beginning of year2013-09-30$475,608
Total non interest bearing cash at end of year2013-09-30$42,126
Total non interest bearing cash at beginning of year2013-09-30$43,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$18,076
Value of net assets at end of year (total assets less liabilities)2013-09-30$567,580
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$549,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$297,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$227,430
Income. Interest from US Government securities2013-09-30$10,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$489,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$453,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$453,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$128
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$2,960,010
Asset value of US Government securities at end of year2013-09-30$181,420
Asset value of US Government securities at beginning of year2013-09-30$188,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Income. Dividends from common stock2013-09-30$0
Contract administrator fees2013-09-30$54,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$47,490
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$631,157
Aggregate carrying amount (costs) on sale of assets2013-09-30$601,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2013-09-30010440155
2012 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$21,730
Total unrealized appreciation/depreciation of assets2012-09-30$21,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$475,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$506,808
Total income from all sources (including contributions)2012-09-30$3,192,208
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$3,094,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$3,011,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$3,158,178
Value of total assets at end of year2012-09-30$1,025,112
Value of total assets at beginning of year2012-09-30$958,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$83,424
Total interest from all sources2012-09-30$11,487
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$14,393
Was this plan covered by a fidelity bond2012-09-30No
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$3,158,178
Participant contributions at end of year2012-09-30$63,492
Participant contributions at beginning of year2012-09-30$47,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$1,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$1,505
Administrative expenses (other) incurred2012-09-30$7,551
Liabilities. Value of operating payables at end of year2012-09-30$475,608
Liabilities. Value of operating payables at beginning of year2012-09-30$506,808
Total non interest bearing cash at end of year2012-09-30$43,744
Total non interest bearing cash at beginning of year2012-09-30$43,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$97,443
Value of net assets at end of year (total assets less liabilities)2012-09-30$549,504
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$452,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$227,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$212,709
Income. Interest from US Government securities2012-09-30$11,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$453,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$425,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$425,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$440
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$3,011,341
Asset value of US Government securities at end of year2012-09-30$188,148
Asset value of US Government securities at beginning of year2012-09-30$189,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Income. Dividends from common stock2012-09-30$813
Contract administrator fees2012-09-30$55,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$47,490
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$39,117
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$36,079
Aggregate carrying amount (costs) on sale of assets2012-09-30$36,079
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30RUNYON KERSTEEN OUELLETTE
Accountancy firm EIN2012-09-30010440155
2011 : UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-9,544
Total unrealized appreciation/depreciation of assets2011-09-30$-9,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$506,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$437,393
Total income from all sources (including contributions)2011-09-30$3,018,523
Total loss/gain on sale of assets2011-09-30$869
Total of all expenses incurred2011-09-30$3,027,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$2,922,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$3,013,903
Value of total assets at end of year2011-09-30$958,869
Value of total assets at beginning of year2011-09-30$898,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$105,689
Total interest from all sources2011-09-30$12,602
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$16,870
Was this plan covered by a fidelity bond2011-09-30No
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$3,013,903
Participant contributions at end of year2011-09-30$47,515
Participant contributions at beginning of year2011-09-30$83,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$1,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$2,160
Administrative expenses (other) incurred2011-09-30$12,687
Liabilities. Value of operating payables at end of year2011-09-30$506,808
Liabilities. Value of operating payables at beginning of year2011-09-30$437,393
Total non interest bearing cash at end of year2011-09-30$43,572
Total non interest bearing cash at beginning of year2011-09-30$47,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-9,370
Value of net assets at end of year (total assets less liabilities)2011-09-30$452,061
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$461,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$6,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$212,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$48,275
Income. Interest from US Government securities2011-09-30$11,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$425,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$313,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$313,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$608
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$2,922,204
Asset value of US Government securities at end of year2011-09-30$189,207
Asset value of US Government securities at beginning of year2011-09-30$364,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Income. Dividends from common stock2011-09-30$693
Contract administrator fees2011-09-30$69,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$39,117
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$39,945
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$368,914
Aggregate carrying amount (costs) on sale of assets2011-09-30$368,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30RUNYON KERSTEEN OUELLETE
Accountancy firm EIN2011-09-30010440155

Form 5500 Responses for UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN

2021: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: UNION WORKERS' BENEFITS TRUST DENTAL PLAN AND SUPPLEMENTAL A&S PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GRH
Policy instance 3
Insurance contract or identification number675386-GRH
Number of Individuals Covered3213
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $32,558
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,085,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,558
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GLT
Policy instance 2
Insurance contract or identification number675386-GLT
Number of Individuals Covered2030
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $23,340
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $777,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,340
Insurance broker organization code?3
DELTA DENTAL PLAN OF MAINE (National Association of Insurance Commissioners NAIC id number: 14369 )
Policy contract number6606
Policy instance 1
Insurance contract or identification number6606
Number of Individuals Covered7009
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $51,001
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,839,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,001
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GRH
Policy instance 3
Insurance contract or identification number675386-GRH
Number of Individuals Covered3488
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $28,098
Total amount of fees paid to insurance companyUSD $2,135
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $936,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,098
Amount paid for insurance broker fees2135
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GLT
Policy instance 2
Insurance contract or identification number675386-GLT
Number of Individuals Covered2176
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $18,524
Total amount of fees paid to insurance companyUSD $1,331
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $617,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,524
Amount paid for insurance broker fees1331
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
DELTA DENTAL PLAN OF MAINE (National Association of Insurance Commissioners NAIC id number: 14369 )
Policy contract number6606
Policy instance 1
Insurance contract or identification number6606
Number of Individuals Covered7465
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $47,045
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,792,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,045
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GRH
Policy instance 3
Insurance contract or identification number675386-GRH
Number of Individuals Covered2936
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $27,734
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $924,462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,734
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GLT
Policy instance 2
Insurance contract or identification number675386-GLT
Number of Individuals Covered1614
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $17,161
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $572,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,161
Insurance broker organization code?3
DELTA DENTAL PLAN OF MAINE (National Association of Insurance Commissioners NAIC id number: 14369 )
Policy contract number6606
Policy instance 1
Insurance contract or identification number6606
Number of Individuals Covered6539
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $40,796
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,257,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,796
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GRH
Policy instance 3
Insurance contract or identification number675386-GRH
Number of Individuals Covered2852
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $26,668
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $888,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,668
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GLT
Policy instance 2
Insurance contract or identification number675386-GLT
Number of Individuals Covered1538
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $16,217
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $540,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,217
Insurance broker organization code?3
DELTA DENTAL PLAN OF MAINE (National Association of Insurance Commissioners NAIC id number: 14369 )
Policy contract number6606
Policy instance 1
Insurance contract or identification number6606
Number of Individuals Covered6719
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $40,434
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,267,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,434
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GRH
Policy instance 3
Insurance contract or identification number675386-GRH
Number of Individuals Covered2689
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $25,522
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $850,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675386-GLT
Policy instance 2
Insurance contract or identification number675386-GLT
Number of Individuals Covered1444
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $15,654
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $521,813
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF MAINE (National Association of Insurance Commissioners NAIC id number: 14369 )
Policy contract number6606
Policy instance 1
Insurance contract or identification number6606
Number of Individuals Covered6236
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $36,884
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,095,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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