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UA LOCAL 716 HEALTH & WELFARE TRUST FUND 401k Plan overview

Plan NameUA LOCAL 716 HEALTH & WELFARE TRUST FUND
Plan identification number 501

UA LOCAL 716 HEALTH & WELFARE TRUST FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF UA LOCAL 716 HEALTH & WELFARE has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF UA LOCAL 716 HEALTH & WELFARE
Employer identification number (EIN):016010506
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UA LOCAL 716 HEALTH & WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ANTHONY SIROIS2023-10-11 PARRIE WILLETTE2023-10-11
5012021-01-01ANTHONY SIROIS2022-10-14 PARRIE WILLETTE2022-10-14
5012020-01-01ANTHONY SIROIS2021-10-04 PARRIE WILLETTE2021-10-04
5012019-01-01JOHN J. NAPOLITANO2020-09-23 PARRIE WILLETTE2020-09-23
5012018-01-01JOHN J. NAPOLITANO2019-10-11 PARRIE WILLETTE2019-10-11
5012017-01-01
5012016-01-01
5012016-01-01JOHN J. NAPOLITANO2017-10-31
5012015-01-01
5012014-01-01GERARD J. FRAME
5012013-01-01GERARD J. FRAME
5012012-01-01GERARD J. FRAME

Plan Statistics for UA LOCAL 716 HEALTH & WELFARE TRUST FUND

401k plan membership statisitcs for UA LOCAL 716 HEALTH & WELFARE TRUST FUND

Measure Date Value
2022: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01404
Total number of active participants reported on line 7a of the Form 55002022-01-01244
Number of retired or separated participants receiving benefits2022-01-01139
Total of all active and inactive participants2022-01-01383
Number of employers contributing to the scheme2022-01-0125
2021: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01329
Total number of active participants reported on line 7a of the Form 55002021-01-01269
Number of retired or separated participants receiving benefits2021-01-01135
Total of all active and inactive participants2021-01-01404
Number of employers contributing to the scheme2021-01-0124
2020: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01413
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-0144
Total of all active and inactive participants2020-01-01329
Number of employers contributing to the scheme2020-01-0127
2019: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01411
Total number of active participants reported on line 7a of the Form 55002019-01-01296
Number of retired or separated participants receiving benefits2019-01-01117
Total of all active and inactive participants2019-01-01413
Number of employers contributing to the scheme2019-01-0126
2018: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01410
Total number of active participants reported on line 7a of the Form 55002018-01-01291
Number of retired or separated participants receiving benefits2018-01-01120
Total of all active and inactive participants2018-01-01411
Number of employers contributing to the scheme2018-01-0128
2017: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01391
Total number of active participants reported on line 7a of the Form 55002017-01-01271
Number of retired or separated participants receiving benefits2017-01-01139
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01410
Number of employers contributing to the scheme2017-01-0121
2016: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01352
Total number of active participants reported on line 7a of the Form 55002016-01-01258
Number of retired or separated participants receiving benefits2016-01-01133
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01391
Number of employers contributing to the scheme2016-01-0124
2015: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01346
Total number of active participants reported on line 7a of the Form 55002015-01-01227
Number of retired or separated participants receiving benefits2015-01-01125
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01352
Number of employers contributing to the scheme2015-01-0123
2014: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01291
Total number of active participants reported on line 7a of the Form 55002014-01-01212
Number of retired or separated participants receiving benefits2014-01-01134
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01346
Number of employers contributing to the scheme2014-01-0122
2013: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01307
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of retired or separated participants receiving benefits2013-01-0180
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01291
Number of employers contributing to the scheme2013-01-0119
2012: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01394
Total number of active participants reported on line 7a of the Form 55002012-01-01232
Number of retired or separated participants receiving benefits2012-01-0175
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01307
Number of employers contributing to the scheme2012-01-0118

Financial Data on UA LOCAL 716 HEALTH & WELFARE TRUST FUND

Measure Date Value
2022 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-741,883
Total unrealized appreciation/depreciation of assets2022-12-31$-741,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$288,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$367,651
Total income from all sources (including contributions)2022-12-31$3,692,505
Total loss/gain on sale of assets2022-12-31$-137,689
Total of all expenses incurred2022-12-31$5,286,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,753,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,868,489
Value of total assets at end of year2022-12-31$5,008,801
Value of total assets at beginning of year2022-12-31$6,682,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$533,411
Total interest from all sources2022-12-31$54,695
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$30,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,488
Administrative expenses professional fees incurred2022-12-31$69,622
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$354,287
Participant contributions at end of year2022-12-31$958
Participant contributions at beginning of year2022-12-31$958
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$606,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$510,822
Other income not declared elsewhere2022-12-31$618,143
Administrative expenses (other) incurred2022-12-31$181,417
Liabilities. Value of operating payables at end of year2022-12-31$21,094
Liabilities. Value of operating payables at beginning of year2022-12-31$19,230
Total non interest bearing cash at end of year2022-12-31$100,281
Total non interest bearing cash at beginning of year2022-12-31$224,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,594,004
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,720,496
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,314,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$23,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,696
Income. Interest from US Government securities2022-12-31$23,851
Income. Interest from corporate debt instruments2022-12-31$30,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$376,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$40,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$40,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$105
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$586,322
Asset value of US Government securities at end of year2022-12-31$1,631,266
Asset value of US Government securities at beginning of year2022-12-31$1,896,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,514,202
Employer contributions (assets) at end of year2022-12-31$248,211
Employer contributions (assets) at beginning of year2022-12-31$179,117
Income. Dividends from common stock2022-12-31$27,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,166,776
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$635,999
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,393,069
Contract administrator fees2022-12-31$259,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,409,966
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,393,674
Liabilities. Value of benefit claims payable at end of year2022-12-31$267,211
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$348,421
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$8,779,563
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,917,252
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-15,221
Total unrealized appreciation/depreciation of assets2021-12-31$-15,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$367,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$289,027
Total income from all sources (including contributions)2021-12-31$4,946,927
Total loss/gain on sale of assets2021-12-31$291,246
Total of all expenses incurred2021-12-31$5,112,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,581,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,130,106
Value of total assets at end of year2021-12-31$6,682,151
Value of total assets at beginning of year2021-12-31$6,768,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$531,248
Total interest from all sources2021-12-31$63,960
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$30,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,024
Administrative expenses professional fees incurred2021-12-31$83,671
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$315,233
Participant contributions at end of year2021-12-31$958
Participant contributions at beginning of year2021-12-31$958
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$510,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$331,343
Other income not declared elsewhere2021-12-31$353,684
Administrative expenses (other) incurred2021-12-31$204,733
Liabilities. Value of operating payables at end of year2021-12-31$19,230
Liabilities. Value of operating payables at beginning of year2021-12-31$13,728
Total non interest bearing cash at end of year2021-12-31$224,168
Total non interest bearing cash at beginning of year2021-12-31$13,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-165,426
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,314,500
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,479,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$261,379
Income. Interest from US Government securities2021-12-31$22,781
Income. Interest from corporate debt instruments2021-12-31$41,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$40,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$33,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$33,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$13
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$571,932
Asset value of US Government securities at end of year2021-12-31$1,896,002
Asset value of US Government securities at beginning of year2021-12-31$1,659,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$93,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,814,873
Employer contributions (assets) at end of year2021-12-31$179,117
Employer contributions (assets) at beginning of year2021-12-31$302,963
Income. Dividends from common stock2021-12-31$26,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,009,173
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,393,069
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,840,917
Contract administrator fees2021-12-31$216,392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,393,674
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,324,419
Liabilities. Value of benefit claims payable at end of year2021-12-31$348,421
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$275,299
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,774,930
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,483,684
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA,LLC
Accountancy firm EIN2021-12-31611436956
2020 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$224,458
Total unrealized appreciation/depreciation of assets2020-12-31$224,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$289,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$289,679
Total income from all sources (including contributions)2020-12-31$4,310,067
Total loss/gain on sale of assets2020-12-31$364,400
Total of all expenses incurred2020-12-31$4,794,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,236,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,271,037
Value of total assets at end of year2020-12-31$6,768,953
Value of total assets at beginning of year2020-12-31$7,254,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$558,262
Total interest from all sources2020-12-31$79,840
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$44,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,427
Administrative expenses professional fees incurred2020-12-31$118,197
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$258,603
Participant contributions at end of year2020-12-31$958
Participant contributions at beginning of year2020-12-31$958
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$331,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$350,967
Other income not declared elsewhere2020-12-31$320,582
Administrative expenses (other) incurred2020-12-31$285,636
Liabilities. Value of operating payables at end of year2020-12-31$13,728
Liabilities. Value of operating payables at beginning of year2020-12-31$11,020
Total non interest bearing cash at end of year2020-12-31$13,873
Total non interest bearing cash at beginning of year2020-12-31$647,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-484,706
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,479,926
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,964,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$26,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$261,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$276,478
Income. Interest from US Government securities2020-12-31$50,492
Income. Interest from corporate debt instruments2020-12-31$29,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$33,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$22,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$22,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$27
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$607,753
Asset value of US Government securities at end of year2020-12-31$1,659,574
Asset value of US Government securities at beginning of year2020-12-31$2,899,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,012,434
Employer contributions (assets) at end of year2020-12-31$302,963
Employer contributions (assets) at beginning of year2020-12-31$235,841
Income. Dividends from common stock2020-12-31$32,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,628,758
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,840,917
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$834,701
Contract administrator fees2020-12-31$127,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,324,419
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,986,457
Liabilities. Value of benefit claims payable at end of year2020-12-31$275,299
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$278,659
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$7,535,086
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,170,686
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$535,929
Total unrealized appreciation/depreciation of assets2019-12-31$535,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$289,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$341,815
Total income from all sources (including contributions)2019-12-31$5,666,075
Total loss/gain on sale of assets2019-12-31$111,677
Total of all expenses incurred2019-12-31$4,892,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,379,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,365,286
Value of total assets at end of year2019-12-31$7,254,311
Value of total assets at beginning of year2019-12-31$6,532,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$513,113
Total interest from all sources2019-12-31$83,600
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$35,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,372
Administrative expenses professional fees incurred2019-12-31$70,785
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$243,397
Participant contributions at end of year2019-12-31$958
Participant contributions at beginning of year2019-12-31$958
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$350,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$487,360
Other income not declared elsewhere2019-12-31$488,893
Administrative expenses (other) incurred2019-12-31$282,787
Liabilities. Value of operating payables at end of year2019-12-31$11,020
Liabilities. Value of operating payables at beginning of year2019-12-31$10,033
Total non interest bearing cash at end of year2019-12-31$647,014
Total non interest bearing cash at beginning of year2019-12-31$460,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$773,595
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,964,632
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,191,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$276,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$600,138
Income. Interest from US Government securities2019-12-31$54,242
Income. Interest from corporate debt instruments2019-12-31$28,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$22,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$141,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$141,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$711
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$583,707
Asset value of US Government securities at end of year2019-12-31$2,899,828
Asset value of US Government securities at beginning of year2019-12-31$2,595,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$44,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,121,889
Employer contributions (assets) at end of year2019-12-31$235,841
Employer contributions (assets) at beginning of year2019-12-31$145,746
Income. Dividends from common stock2019-12-31$27,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,795,660
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$834,701
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$430,180
Contract administrator fees2019-12-31$122,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,986,457
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,671,149
Liabilities. Value of benefit claims payable at end of year2019-12-31$278,659
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$331,782
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,908,206
Aggregate carrying amount (costs) on sale of assets2019-12-31$8,796,529
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436956
2018 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-52,835
Total unrealized appreciation/depreciation of assets2018-12-31$-52,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$341,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$148,179
Total income from all sources (including contributions)2018-12-31$3,945,813
Total loss/gain on sale of assets2018-12-31$-21,634
Total of all expenses incurred2018-12-31$4,492,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,963,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,910,369
Value of total assets at end of year2018-12-31$6,532,852
Value of total assets at beginning of year2018-12-31$6,886,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$529,345
Total interest from all sources2018-12-31$13,150
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,546
Administrative expenses professional fees incurred2018-12-31$64,017
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$274,292
Participant contributions at end of year2018-12-31$958
Participant contributions at beginning of year2018-12-31$958
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$487,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$273,269
Other income not declared elsewhere2018-12-31$178,199
Administrative expenses (other) incurred2018-12-31$303,909
Liabilities. Value of operating payables at end of year2018-12-31$10,033
Liabilities. Value of operating payables at beginning of year2018-12-31$9,679
Total non interest bearing cash at end of year2018-12-31$460,014
Total non interest bearing cash at beginning of year2018-12-31$722,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-546,868
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,191,037
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,737,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$38,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$600,138
Income. Interest from US Government securities2018-12-31$8,046
Income. Interest from corporate debt instruments2018-12-31$5,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$141,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$197,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$197,961
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$596,555
Asset value of US Government securities at end of year2018-12-31$2,595,720
Asset value of US Government securities at beginning of year2018-12-31$837,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-89,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,636,077
Employer contributions (assets) at end of year2018-12-31$145,746
Employer contributions (assets) at beginning of year2018-12-31$253,608
Income. Dividends from common stock2018-12-31$633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,366,781
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$430,180
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,411,781
Contract administrator fees2018-12-31$122,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,671,149
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,188,374
Liabilities. Value of benefit claims payable at end of year2018-12-31$331,782
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$138,500
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$343,820
Aggregate carrying amount (costs) on sale of assets2018-12-31$365,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-12-31611436956
2017 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$305,961
Total unrealized appreciation/depreciation of assets2017-12-31$305,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$148,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$184,432
Total income from all sources (including contributions)2017-12-31$4,564,912
Total loss/gain on sale of assets2017-12-31$-9,772
Total of all expenses incurred2017-12-31$3,605,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,136,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,931,377
Value of total assets at end of year2017-12-31$6,886,084
Value of total assets at beginning of year2017-12-31$5,962,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$468,460
Total interest from all sources2017-12-31$107,873
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$49,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$84,099
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$266,234
Participant contributions at end of year2017-12-31$958
Participant contributions at beginning of year2017-12-31$958
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$273,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$350,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$138,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$163,506
Other income not declared elsewhere2017-12-31$179,916
Administrative expenses (other) incurred2017-12-31$39,411
Liabilities. Value of operating payables at end of year2017-12-31$9,679
Liabilities. Value of operating payables at beginning of year2017-12-31$20,926
Total non interest bearing cash at end of year2017-12-31$722,309
Total non interest bearing cash at beginning of year2017-12-31$282,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$959,560
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,737,905
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,778,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$38,566
Income. Interest from US Government securities2017-12-31$12,063
Income. Interest from corporate debt instruments2017-12-31$95,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$197,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$301,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$301,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$59
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$491,023
Asset value of US Government securities at end of year2017-12-31$837,824
Asset value of US Government securities at beginning of year2017-12-31$718,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,665,143
Employer contributions (assets) at end of year2017-12-31$253,608
Employer contributions (assets) at beginning of year2017-12-31$113,493
Income. Dividends from common stock2017-12-31$49,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,645,869
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,411,781
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,442,861
Contract administrator fees2017-12-31$306,384
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,188,374
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,751,643
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,199,804
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,209,576
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2017-12-31611436956
2016 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$71,376
Total unrealized appreciation/depreciation of assets2016-12-31$71,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$184,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,308,316
Total income from all sources (including contributions)2016-12-31$9,198,352
Total loss/gain on sale of assets2016-12-31$77,425
Total of all expenses incurred2016-12-31$3,938,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,463,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,460,594
Value of total assets at end of year2016-12-31$5,962,777
Value of total assets at beginning of year2016-12-31$6,826,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$474,577
Total interest from all sources2016-12-31$128,911
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$54,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$81,149
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$215,289
Participant contributions at end of year2016-12-31$958
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$350,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$162,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$163,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,282,366
Other income not declared elsewhere2016-12-31$6,405,285
Administrative expenses (other) incurred2016-12-31$40,559
Liabilities. Value of operating payables at end of year2016-12-31$20,926
Liabilities. Value of operating payables at beginning of year2016-12-31$25,950
Total non interest bearing cash at end of year2016-12-31$282,958
Total non interest bearing cash at beginning of year2016-12-31$140,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,260,346
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,778,345
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$517,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$40,630
Income. Interest from US Government securities2016-12-31$20,392
Income. Interest from corporate debt instruments2016-12-31$108,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$301,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$242,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$242,380
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$464,712
Asset value of US Government securities at end of year2016-12-31$718,807
Asset value of US Government securities at beginning of year2016-12-31$1,114,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,245,305
Employer contributions (assets) at end of year2016-12-31$113,493
Employer contributions (assets) at beginning of year2016-12-31$126,604
Income. Dividends from common stock2016-12-31$54,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,998,717
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,442,861
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,632,906
Contract administrator fees2016-12-31$312,239
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,751,643
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,407,804
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,967,978
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,890,553
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2016-12-31060931761
2015 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-272,509
Total unrealized appreciation/depreciation of assets2015-12-31$-272,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,308,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,615,640
Total income from all sources (including contributions)2015-12-31$2,866,290
Total loss/gain on sale of assets2015-12-31$110,727
Total of all expenses incurred2015-12-31$3,779,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,324,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,750,120
Value of total assets at end of year2015-12-31$6,826,315
Value of total assets at beginning of year2015-12-31$7,046,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$454,888
Total interest from all sources2015-12-31$129,718
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$61,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$55,258
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$223,380
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$633,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$162,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$268,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,282,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,614,096
Other income not declared elsewhere2015-12-31$86,278
Administrative expenses (other) incurred2015-12-31$61,982
Liabilities. Value of operating payables at end of year2015-12-31$25,950
Liabilities. Value of operating payables at beginning of year2015-12-31$1,544
Total non interest bearing cash at end of year2015-12-31$140,301
Total non interest bearing cash at beginning of year2015-12-31$518,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-913,205
Value of net assets at end of year (total assets less liabilities)2015-12-31$517,999
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,431,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$41,915
Income. Interest from US Government securities2015-12-31$21,256
Income. Interest from corporate debt instruments2015-12-31$108,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$242,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$124,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$124,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$406,865
Asset value of US Government securities at end of year2015-12-31$1,114,203
Asset value of US Government securities at beginning of year2015-12-31$1,130,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,526,740
Employer contributions (assets) at end of year2015-12-31$126,604
Employer contributions (assets) at beginning of year2015-12-31$105,801
Income. Dividends from common stock2015-12-31$61,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,284,344
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,632,906
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,659,987
Contract administrator fees2015-12-31$295,733
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,407,804
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,239,290
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$537,123
Aggregate carrying amount (costs) on sale of assets2015-12-31$426,396
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2015-12-31060931761
2014 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$204,675
Total unrealized appreciation/depreciation of assets2014-12-31$204,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,615,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,924,402
Total income from all sources (including contributions)2014-12-31$3,217,653
Total loss/gain on sale of assets2014-12-31$9,842
Total of all expenses incurred2014-12-31$3,057,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,636,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,783,009
Value of total assets at end of year2014-12-31$7,046,844
Value of total assets at beginning of year2014-12-31$6,195,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$421,676
Total interest from all sources2014-12-31$139,700
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$53,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$94,297
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$248,919
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,162
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$627,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$268,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$246,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,614,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,901,464
Other income not declared elsewhere2014-12-31$26,965
Administrative expenses (other) incurred2014-12-31$29,761
Liabilities. Value of operating payables at end of year2014-12-31$1,544
Liabilities. Value of operating payables at beginning of year2014-12-31$22,938
Total non interest bearing cash at end of year2014-12-31$518,546
Total non interest bearing cash at beginning of year2014-12-31$67,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$159,951
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,431,204
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,271,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$40,274
Income. Interest from US Government securities2014-12-31$25,319
Income. Interest from corporate debt instruments2014-12-31$114,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$124,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$97,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$97,160
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$569,814
Asset value of US Government securities at end of year2014-12-31$1,130,485
Asset value of US Government securities at beginning of year2014-12-31$1,292,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,534,090
Employer contributions (assets) at end of year2014-12-31$105,801
Employer contributions (assets) at beginning of year2014-12-31$97,672
Income. Dividends from common stock2014-12-31$53,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,439,098
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,659,987
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,412,064
Contract administrator fees2014-12-31$257,344
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,239,290
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,980,069
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,161,281
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,151,439
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2014-12-31060931761
2013 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$191,466
Total unrealized appreciation/depreciation of assets2013-12-31$191,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,924,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,083,972
Total income from all sources (including contributions)2013-12-31$2,903,552
Total loss/gain on sale of assets2013-12-31$75,764
Total of all expenses incurred2013-12-31$2,717,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,447,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,482,165
Value of total assets at end of year2013-12-31$6,195,655
Value of total assets at beginning of year2013-12-31$6,169,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$270,318
Total interest from all sources2013-12-31$105,158
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$48,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$87,802
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$279,237
Participant contributions at end of year2013-12-31$2,162
Participant contributions at beginning of year2013-12-31$4,103
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$41,320
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$-152,940
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$246,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$170,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,901,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,054,404
Other income not declared elsewhere2013-12-31$80
Administrative expenses (other) incurred2013-12-31$27,543
Liabilities. Value of operating payables at end of year2013-12-31$22,938
Liabilities. Value of operating payables at beginning of year2013-12-31$29,568
Total non interest bearing cash at end of year2013-12-31$67,336
Total non interest bearing cash at beginning of year2013-12-31$305,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$185,650
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,271,253
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,085,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$38,969
Income. Interest from US Government securities2013-12-31$34,830
Income. Interest from corporate debt instruments2013-12-31$70,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$97,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$268,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$268,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,815,362
Asset value of US Government securities at end of year2013-12-31$1,292,619
Asset value of US Government securities at beginning of year2013-12-31$1,463,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,202,928
Employer contributions (assets) at end of year2013-12-31$97,672
Employer contributions (assets) at beginning of year2013-12-31$100,475
Income. Dividends from common stock2013-12-31$48,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$785,162
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,412,064
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,135,500
Contract administrator fees2013-12-31$116,004
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,980,069
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,679,959
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$682,748
Aggregate carrying amount (costs) on sale of assets2013-12-31$606,984
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2013-12-31060931761
2012 : UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$58,023
Total unrealized appreciation/depreciation of assets2012-12-31$58,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,083,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,223,553
Total income from all sources (including contributions)2012-12-31$2,860,444
Total loss/gain on sale of assets2012-12-31$60,041
Total of all expenses incurred2012-12-31$2,878,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,373,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,545,328
Value of total assets at end of year2012-12-31$6,169,575
Value of total assets at beginning of year2012-12-31$6,327,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$505,849
Total interest from all sources2012-12-31$147,419
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$49,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$149,979
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$286,329
Participant contributions at end of year2012-12-31$4,103
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$41,320
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$338,730
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$24,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$170,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$327,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,054,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,178,658
Other income not declared elsewhere2012-12-31$129
Administrative expenses (other) incurred2012-12-31$197,161
Liabilities. Value of operating payables at end of year2012-12-31$29,568
Liabilities. Value of operating payables at beginning of year2012-12-31$44,895
Total non interest bearing cash at end of year2012-12-31$305,170
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-18,476
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,085,603
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,104,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$35,673
Income. Interest from US Government securities2012-12-31$44,619
Income. Interest from corporate debt instruments2012-12-31$102,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$268,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$578,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$578,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$43
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,774,954
Asset value of US Government securities at end of year2012-12-31$1,463,882
Asset value of US Government securities at beginning of year2012-12-31$1,449,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,258,999
Employer contributions (assets) at end of year2012-12-31$100,475
Employer contributions (assets) at beginning of year2012-12-31$135,993
Income. Dividends from common stock2012-12-31$49,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$573,261
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,135,500
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,940,146
Contract administrator fees2012-12-31$123,036
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,679,959
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,556,641
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$970,558
Aggregate carrying amount (costs) on sale of assets2012-12-31$910,517
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2012-12-31060931761

Form 5500 Responses for UA LOCAL 716 HEALTH & WELFARE TRUST FUND

2022: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UA LOCAL 716 HEALTH & WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10529
Policy instance 3
Insurance contract or identification numberSL10529
Number of Individuals Covered242
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $278,693
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00006783
Policy instance 2
Insurance contract or identification numberAL00006783
Number of Individuals Covered383
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $132,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ANTHEM HEALTH PLANS OF MAINE (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number264929
Policy instance 1
Insurance contract or identification number264929
Number of Individuals Covered295
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $173,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10529
Policy instance 3
Insurance contract or identification numberSL10529
Number of Individuals Covered272
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $243,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00006783
Policy instance 2
Insurance contract or identification numberAL00006783
Number of Individuals Covered376
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $133,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number264929
Policy instance 1
Insurance contract or identification number264929
Number of Individuals Covered324
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $184,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number264929
Policy instance 1
Insurance contract or identification number264929
Number of Individuals Covered333
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $188,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1116
Policy instance 2
Insurance contract or identification numberSL1116
Number of Individuals Covered292
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $260,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00006783
Policy instance 3
Insurance contract or identification numberAL00006783
Number of Individuals Covered387
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $148,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC4502
Policy instance 4
Insurance contract or identification numberC4502
Number of Individuals Covered277
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1116
Policy instance 3
Insurance contract or identification numberSL1116
Number of Individuals Covered318
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $237,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3235
Policy instance 2
Insurance contract or identification numberG3235
Number of Individuals Covered390
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $153,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number264929
Policy instance 1
Insurance contract or identification number264929
Number of Individuals Covered359
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $187,582
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC4502
Policy instance 4
Insurance contract or identification numberC4502
Number of Individuals Covered295
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $4,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1116
Policy instance 3
Insurance contract or identification numberSL1116
Number of Individuals Covered317
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $244,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3235
Policy instance 2
Insurance contract or identification numberG3235
Number of Individuals Covered412
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $139,499
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number264929
Policy instance 1
Insurance contract or identification number264929
Number of Individuals Covered340
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $192,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3235/C4502
Policy instance 3
Insurance contract or identification numberG3235/C4502
Number of Individuals Covered360
Insurance policy start date2016-08-01
Insurance policy end date2017-07-31
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 providedAD&D
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 $107,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10300
Policy instance 2
Insurance contract or identification numberSL10300
Number of Individuals Covered279
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $199,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE, INC. (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number264929
Policy instance 1
Insurance contract or identification number264929
Number of Individuals Covered312
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $161,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3235/C4502
Policy instance 3
Insurance contract or identification numberG3235/C4502
Number of Individuals Covered350
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Are there contracts with allocated funds for individual policies?No
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 providedAD&D
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 $84,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30842
Policy instance 2
Insurance contract or identification numberHCL30842
Number of Individuals Covered237
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $171,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE, INC. (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number264929
Policy instance 1
Insurance contract or identification number264929
Number of Individuals Covered272
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $136,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE, INC. (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number264929
Policy instance 1
Insurance contract or identification number264929
Number of Individuals Covered247
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $130,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE, INC. (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number200076M002
Policy instance 2
Insurance contract or identification number200076M002
Number of Individuals Covered47
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMEDICARE SUPPLEMENTAL
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 $208,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30842
Policy instance 3
Insurance contract or identification numberHCL30842
Number of Individuals Covered224
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $153,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3235/C4502
Policy instance 4
Insurance contract or identification numberG3235/C4502
Number of Individuals Covered288
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Are there contracts with allocated funds for individual policies?No
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 providedAD&D
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 $63,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract numberMS3757
Policy instance 1
Insurance contract or identification numberMS3757
Number of Individuals Covered125
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,096
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $80,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,096
Insurance broker organization code?3
Insurance broker nameCRONIN GERVINO & WARLICK INC
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberNONE
Policy instance 2
Insurance contract or identification numberNONE
Number of Individuals Covered303
Insurance policy start date2013-01-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $2,509
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 providedAD&D, DEPENDENT LIFE
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 $16,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,509
Insurance broker organization code?3
Insurance broker nameCRONIN GERVINO & WARLICK INC
ANTHEM HEALTH PLANS OF MAINE, INC. (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract numberG1850
Policy instance 3
Insurance contract or identification numberG1850
Number of Individuals Covered208
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $79,938
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $1,478,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,938
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBONUS, OVERRIDE AND NON MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameCRONIN & GERVINO INSURANCE 171
ANTHEM HEALTH PLANS OF MAINE, INC. (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number200076M002
Policy instance 4
Insurance contract or identification number200076M002
Number of Individuals Covered57
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMEDICARE SUPPLMENTAL
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 $210,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE, INC. (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract number200076M001
Policy instance 4
Insurance contract or identification number200076M001
Number of Individuals Covered57
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMEDICARE SUPPLMENTAL
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 $206,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF MAINE, INC. (National Association of Insurance Commissioners NAIC id number: 52618 )
Policy contract numberG1850
Policy instance 3
Insurance contract or identification numberG1850
Number of Individuals Covered269
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $49,919
Total amount of fees paid to insurance companyUSD $3,615
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $1,447,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,919
Amount paid for insurance broker fees3615
Additional information about fees paid to insurance brokerBONUS, OVERRIDE AND NON MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameCRONIN & GERVINO INSURANCE 171
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberNONE
Policy instance 2
Insurance contract or identification numberNONE
Number of Individuals Covered304
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,480
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 providedAD&D, DEPENDENT LIFE
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 $28,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,480
Insurance broker organization code?3
Insurance broker nameCRONIN GERVINO & WARLICK INC
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract numberMS3757
Policy instance 1
Insurance contract or identification numberMS3757
Number of Individuals Covered113
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,270
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $91,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,270
Insurance broker organization code?3
Insurance broker nameCRONIN GERVINO & WARLICK INC

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