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BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 401k Plan overview

Plan NameBOSTON BUILDING SERVICE EMPLOYEES TRUST FUND
Plan identification number 501

BOSTON BUILDING SERVICE EMPLOYEES 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)
  • Long-term disability cover

401k Sponsoring company profile

BOSTON BUILDING SERVICE EMPLOYEES' TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOSTON BUILDING SERVICE EMPLOYEES' TRUST FUND
Employer identification number (EIN):046119050
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-01-01ROXANA RIVERA2020-09-20 VINCENT WONG2020-09-20
5012018-01-01ROXANA RIVERA2019-10-06 VINCENT WONG2019-10-06
5012017-01-01
5012016-01-01
5012015-01-01MANNY PASTREICH
5012014-01-01
5012013-01-01
5012012-01-01PETER RIDER
5012011-01-01PETER RIDER
5012009-01-01ARCELIA SAENZ

Plan Statistics for BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND

401k plan membership statisitcs for BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND

Measure Date Value
2019: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0185
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
Number of employers contributing to the scheme2019-01-012
2018: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-015,109
Total number of active participants reported on line 7a of the Form 55002018-01-0185
Total of all active and inactive participants2018-01-0185
Number of employers contributing to the scheme2018-01-019
2017: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-015,026
Total number of active participants reported on line 7a of the Form 55002017-01-015,109
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015,109
Number of employers contributing to the scheme2017-01-0142
2016: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-014,887
Total number of active participants reported on line 7a of the Form 55002016-01-015,026
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015,026
Number of employers contributing to the scheme2016-01-0190
2015: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-015,066
Total number of active participants reported on line 7a of the Form 55002015-01-014,887
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014,887
Number of employers contributing to the scheme2015-01-0198
2014: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-014,957
Total number of active participants reported on line 7a of the Form 55002014-01-015,066
Total of all active and inactive participants2014-01-015,066
Number of employers contributing to the scheme2014-01-0190
2013: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-014,944
Total number of active participants reported on line 7a of the Form 55002013-01-014,957
Total of all active and inactive participants2013-01-014,957
Number of employers contributing to the scheme2013-01-0183
2012: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-014,944
Total number of active participants reported on line 7a of the Form 55002012-01-014,944
Total of all active and inactive participants2012-01-014,944
Number of employers contributing to the scheme2012-01-0181
2011: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-014,984
Total number of active participants reported on line 7a of the Form 55002011-01-014,944
Total of all active and inactive participants2011-01-014,944
Number of employers contributing to the scheme2011-01-0177
2009: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-015,183
Total number of active participants reported on line 7a of the Form 55002009-01-014,987
Total of all active and inactive participants2009-01-014,987
Number of employers contributing to the scheme2009-01-0172

Financial Data on BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND

Measure Date Value
2019 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$106,432,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$962,366
Total income from all sources (including contributions)2019-12-31$9,737,234
Total loss/gain on sale of assets2019-12-31$8,159,729
Total of all expenses incurred2019-12-31$7,313,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,495,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$252,557
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$104,971,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$818,215
Total interest from all sources2019-12-31$5,493
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,319,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,319,455
Administrative expenses professional fees incurred2019-12-31$159,434
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$6,358,074
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,017,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$547,223
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$946,203
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$736,221
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$2,423,375
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$104,009,350
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$11,152,943
Investment advisory and management fees2019-12-31$111,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,293,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$122,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$122,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,493
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$13,502,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,056,881
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$137,570
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$252,557
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$80,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$16,163
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$9,152
Did the plan have assets held for investment2019-12-31No
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 PBGC2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$115,574,071
Aggregate carrying amount (costs) on sale of assets2019-12-31$107,414,342
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 name2019-12-31WITHUMSMITH+BROWN P.C.
Accountancy firm EIN2019-12-31222027092
2018 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$260,334
Total unrealized appreciation/depreciation of assets2018-12-31$260,334
Total transfer of assets from this plan2018-12-31$1,870,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$962,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,460,272
Total income from all sources (including contributions)2018-12-31$464,990
Total loss/gain on sale of assets2018-12-31$2,821,103
Total of all expenses incurred2018-12-31$7,151,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,151,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,957,430
Value of total assets at end of year2018-12-31$104,971,716
Value of total assets at beginning of year2018-12-31$116,026,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,000,244
Total interest from all sources2018-12-31$2,806
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,764,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,764,014
Administrative expenses professional fees incurred2018-12-31$177,363
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$5,787,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,017,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$437,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$648,149
Liabilities. Value of operating payables at end of year2018-12-31$946,203
Liabilities. Value of operating payables at beginning of year2018-12-31$877,399
Total non interest bearing cash at end of year2018-12-31$736,221
Total non interest bearing cash at beginning of year2018-12-31$1,937,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,686,827
Value of net assets at end of year (total assets less liabilities)2018-12-31$104,009,350
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$112,566,177
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
Assets. partnership/joint venture interests at end of year2018-12-31$11,152,943
Assets. partnership/joint venture interests at beginning of year2018-12-31$14,835,604
Investment advisory and management fees2018-12-31$174,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$55,293,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,069,206
Interest earned on other investments2018-12-31$1,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$122,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$89,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$89,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,199
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$13,502,765
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$32,110,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$23,056,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,466,062
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$363,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,226,616
Net gain/loss from 103.12 investment entities2018-12-31$-2,114,081
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$1,957,430
Employer contributions (assets) at end of year2018-12-31$80,000
Employer contributions (assets) at beginning of year2018-12-31$80,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$16,163
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,582,873
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$9,152
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$20,285,647
Aggregate carrying amount (costs) on sale of assets2018-12-31$17,464,544
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 name2018-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2018-12-31222027092
2017 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$617,649
Total unrealized appreciation/depreciation of assets2017-12-31$617,649
Total transfer of assets from this plan2017-12-31$2,374,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,460,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,230,081
Total income from all sources (including contributions)2017-12-31$30,505,719
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$28,254,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,203,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,899,921
Value of total assets at end of year2017-12-31$116,026,449
Value of total assets at beginning of year2017-12-31$118,918,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,051,155
Total interest from all sources2017-12-31$601,096
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$813,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$813,163
Administrative expenses professional fees incurred2017-12-31$156,618
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$4,284,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$437,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$498,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$236,844
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,696,460
Liabilities. Value of operating payables at end of year2017-12-31$877,399
Liabilities. Value of operating payables at beginning of year2017-12-31$215,676
Total non interest bearing cash at end of year2017-12-31$1,937,874
Total non interest bearing cash at beginning of year2017-12-31$2,749,345
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$2,251,346
Value of net assets at end of year (total assets less liabilities)2017-12-31$112,566,177
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$112,688,831
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
Assets. partnership/joint venture interests at end of year2017-12-31$14,835,604
Assets. partnership/joint venture interests at beginning of year2017-12-31$14,217,949
Investment advisory and management fees2017-12-31$198,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$37,869,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,155,562
Interest earned on other investments2017-12-31$600,256
Value of interest in common/collective trusts at end of year2017-12-31$6,199,314
Value of interest in common/collective trusts at beginning of year2017-12-31$6,015,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$89,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,138,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,138,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$840
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$32,110,560
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$33,132,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,466,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,865,806
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$333,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,551,168
Net investment gain or loss from common/collective trusts2017-12-31$211,584
Net gain/loss from 103.12 investment entities2017-12-31$811,138
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$21,899,921
Employer contributions (assets) at end of year2017-12-31$80,000
Employer contributions (assets) at beginning of year2017-12-31$146,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$21,584,557
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,582,873
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$5,777,561
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2017-12-31222027092
2016 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$338,987
Total unrealized appreciation/depreciation of assets2016-12-31$338,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,230,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,699,961
Total income from all sources (including contributions)2016-12-31$60,655,911
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$53,731,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$50,317,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$54,951,403
Value of total assets at end of year2016-12-31$118,918,912
Value of total assets at beginning of year2016-12-31$111,464,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,414,196
Total interest from all sources2016-12-31$553,155
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$842,469
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$152,089
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$498,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$303,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$236,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$376,860
Administrative expenses (other) incurred2016-12-31$3,066,183
Liabilities. Value of operating payables at end of year2016-12-31$215,676
Liabilities. Value of operating payables at beginning of year2016-12-31$217,414
Total non interest bearing cash at end of year2016-12-31$2,749,345
Total non interest bearing cash at beginning of year2016-12-31$2,996,928
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$6,924,346
Value of net assets at end of year (total assets less liabilities)2016-12-31$112,688,831
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$105,764,485
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
Assets. partnership/joint venture interests at end of year2016-12-31$14,217,949
Assets. partnership/joint venture interests at beginning of year2016-12-31$12,128,970
Investment advisory and management fees2016-12-31$195,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,155,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,912,247
Interest earned on other investments2016-12-31$552,438
Value of interest in common/collective trusts at end of year2016-12-31$6,015,112
Value of interest in common/collective trusts at beginning of year2016-12-31$5,552,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,138,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,137,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,137,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$717
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$33,132,027
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$31,883,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,865,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$21,313,370
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$704,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,651,132
Net investment gain or loss from common/collective trusts2016-12-31$487,899
Net gain/loss from 103.12 investment entities2016-12-31$830,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$54,951,403
Employer contributions (assets) at end of year2016-12-31$146,653
Employer contributions (assets) at beginning of year2016-12-31$234,897
Income. Dividends from preferred stock2016-12-31$842,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$49,613,203
Liabilities. Value of benefit claims payable at end of year2016-12-31$5,777,561
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$5,105,687
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BOND BEEBE PC
Accountancy firm EIN2016-12-31521044197
2015 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$345,468
Total unrealized appreciation/depreciation of assets2015-12-31$345,468
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,699,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,425,404
Total income from all sources (including contributions)2015-12-31$61,767,253
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$48,059,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$44,646,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$60,480,219
Value of total assets at end of year2015-12-31$111,464,446
Value of total assets at beginning of year2015-12-31$98,482,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,412,907
Total interest from all sources2015-12-31$470,773
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$697,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$697,935
Administrative expenses professional fees incurred2015-12-31$89,841
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$303,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$117,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$376,860
Administrative expenses (other) incurred2015-12-31$3,158,687
Liabilities. Value of operating payables at end of year2015-12-31$217,414
Liabilities. Value of operating payables at beginning of year2015-12-31$693,104
Total non interest bearing cash at end of year2015-12-31$2,996,928
Total non interest bearing cash at beginning of year2015-12-31$5,794,224
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$13,707,836
Value of net assets at end of year (total assets less liabilities)2015-12-31$105,764,485
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$92,056,649
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
Assets. partnership/joint venture interests at end of year2015-12-31$12,128,970
Assets. partnership/joint venture interests at beginning of year2015-12-31$10,783,501
Investment advisory and management fees2015-12-31$164,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,912,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,998,920
Interest earned on other investments2015-12-31$470,357
Value of interest in common/collective trusts at end of year2015-12-31$5,552,818
Value of interest in common/collective trusts at beginning of year2015-12-31$4,213,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,137,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,270,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,270,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$416
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$31,883,730
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$28,125,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$21,313,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,843,013
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$696,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-618,046
Net investment gain or loss from common/collective trusts2015-12-31$60,973
Net gain/loss from 103.12 investment entities2015-12-31$329,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$60,480,219
Employer contributions (assets) at end of year2015-12-31$234,897
Employer contributions (assets) at beginning of year2015-12-31$335,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$43,950,184
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,105,687
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,732,300
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
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 name2015-12-31BOND BEEBE, P.C.
Accountancy firm EIN2015-12-31521044197
2014 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$337,935
Total unrealized appreciation/depreciation of assets2014-12-31$337,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,425,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,968,639
Total income from all sources (including contributions)2014-12-31$58,909,993
Total loss/gain on sale of assets2014-12-31$580,152
Total of all expenses incurred2014-12-31$47,381,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$44,012,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$53,891,050
Value of total assets at end of year2014-12-31$98,482,053
Value of total assets at beginning of year2014-12-31$85,497,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,369,354
Total interest from all sources2014-12-31$243,436
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$652,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$492,985
Administrative expenses professional fees incurred2014-12-31$84,122
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$117,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$947,120
Other income not declared elsewhere2014-12-31$7,631
Administrative expenses (other) incurred2014-12-31$1,219,572
Liabilities. Value of operating payables at end of year2014-12-31$693,104
Liabilities. Value of operating payables at beginning of year2014-12-31$348,339
Total non interest bearing cash at end of year2014-12-31$5,794,224
Total non interest bearing cash at beginning of year2014-12-31$3,042,436
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$11,527,997
Value of net assets at end of year (total assets less liabilities)2014-12-31$92,056,649
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$80,528,652
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
Assets. partnership/joint venture interests at end of year2014-12-31$10,783,501
Assets. partnership/joint venture interests at beginning of year2014-12-31$3,452,922
Investment advisory and management fees2014-12-31$191,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,998,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,427,558
Interest earned on other investments2014-12-31$243,013
Value of interest in common/collective trusts at end of year2014-12-31$4,213,202
Value of interest in common/collective trusts at beginning of year2014-12-31$17,613,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,270,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,220,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,220,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$423
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$28,125,895
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$29,442,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,843,013
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$633,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,478,378
Net investment gain or loss from common/collective trusts2014-12-31$558,672
Net gain/loss from 103.12 investment entities2014-12-31$1,160,398
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$53,891,050
Employer contributions (assets) at end of year2014-12-31$335,135
Employer contributions (assets) at beginning of year2014-12-31$185,263
Income. Dividends from common stock2014-12-31$159,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$43,379,323
Contract administrator fees2014-12-31$1,873,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$22,165,178
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,732,300
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$4,620,300
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$3,471,171
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,891,019
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 name2014-12-31O'BRIEN RILEY & RYAN PC
Accountancy firm EIN2014-12-31043176941
2013 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,029,932
Total unrealized appreciation/depreciation of assets2013-12-31$5,029,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,968,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,946,141
Total income from all sources (including contributions)2013-12-31$54,481,869
Total loss/gain on sale of assets2013-12-31$228,085
Total of all expenses incurred2013-12-31$40,767,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$38,031,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$49,343,265
Value of total assets at end of year2013-12-31$85,497,291
Value of total assets at beginning of year2013-12-31$70,760,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,736,449
Total interest from all sources2013-12-31$450
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$595,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$108,401
Administrative expenses professional fees incurred2013-12-31$115,236
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$53,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$947,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$302,777
Other income not declared elsewhere2013-12-31$5,312
Administrative expenses (other) incurred2013-12-31$627,812
Liabilities. Value of operating payables at end of year2013-12-31$348,339
Liabilities. Value of operating payables at beginning of year2013-12-31$296,341
Total non interest bearing cash at end of year2013-12-31$3,042,436
Total non interest bearing cash at beginning of year2013-12-31$2,835,700
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$13,714,303
Value of net assets at end of year (total assets less liabilities)2013-12-31$80,528,652
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,814,349
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
Assets. partnership/joint venture interests at end of year2013-12-31$3,452,922
Assets. partnership/joint venture interests at beginning of year2013-12-31$3,146,012
Investment advisory and management fees2013-12-31$180,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,427,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,110,627
Value of interest in common/collective trusts at end of year2013-12-31$17,613,576
Value of interest in common/collective trusts at beginning of year2013-12-31$17,975,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,220,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,285,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,285,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$450
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$29,442,877
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$24,675,794
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$620,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-191,491
Net investment gain or loss from common/collective trusts2013-12-31$-361,902
Net gain/loss from 103.12 investment entities2013-12-31$-167,318
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$49,289,559
Employer contributions (assets) at end of year2013-12-31$185,263
Employer contributions (assets) at beginning of year2013-12-31$298,722
Income. Dividends from common stock2013-12-31$487,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,410,630
Contract administrator fees2013-12-31$1,812,984
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$22,165,178
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$16,129,457
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,620,300
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,649,800
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$6,001,369
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,773,284
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'BRIEN RILEY & RYAN PC
Accountancy firm EIN2013-12-31043176941
2012 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,563,680
Total unrealized appreciation/depreciation of assets2012-12-31$1,563,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,946,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,003,632
Total income from all sources (including contributions)2012-12-31$48,949,484
Total loss/gain on sale of assets2012-12-31$286,572
Total of all expenses incurred2012-12-31$37,433,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,673,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$44,661,779
Value of total assets at end of year2012-12-31$70,760,490
Value of total assets at beginning of year2012-12-31$59,302,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,760,621
Total interest from all sources2012-12-31$1,734
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$562,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$116,292
Administrative expenses professional fees incurred2012-12-31$130,021
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$53,919
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$302,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$194,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$19,212
Other income not declared elsewhere2012-12-31$8,268
Administrative expenses (other) incurred2012-12-31$665,661
Liabilities. Value of operating payables at end of year2012-12-31$296,341
Liabilities. Value of operating payables at beginning of year2012-12-31$270,420
Total non interest bearing cash at end of year2012-12-31$2,835,700
Total non interest bearing cash at beginning of year2012-12-31$1,908,761
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$11,515,656
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,814,349
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$55,298,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$3,146,012
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,671,361
Investment advisory and management fees2012-12-31$168,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,110,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,696,286
Value of interest in common/collective trusts at end of year2012-12-31$17,975,477
Value of interest in common/collective trusts at beginning of year2012-12-31$17,273,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,285,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,073,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,073,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,734
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$24,675,794
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$19,159,692
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$567,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-1,950
Net investment gain or loss from common/collective trusts2012-12-31$702,058
Net gain/loss from 103.12 investment entities2012-12-31$1,165,021
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$44,607,860
Employer contributions (assets) at end of year2012-12-31$298,722
Employer contributions (assets) at beginning of year2012-12-31$143,833
Income. Dividends from common stock2012-12-31$446,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$34,105,411
Contract administrator fees2012-12-31$1,796,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$16,129,457
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$14,181,284
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,649,800
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,714,000
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$8,779,914
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,493,342
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'BRIEN RILEY & RYAN PC
Accountancy firm EIN2012-12-31043176941
2011 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-620,365
Total unrealized appreciation/depreciation of assets2011-12-31$-620,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,003,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,012,596
Total income from all sources (including contributions)2011-12-31$32,714,699
Total loss/gain on sale of assets2011-12-31$-667,446
Total of all expenses incurred2011-12-31$36,443,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$33,665,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$30,847,820
Value of total assets at end of year2011-12-31$59,302,325
Value of total assets at beginning of year2011-12-31$63,040,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,778,446
Total interest from all sources2011-12-31$4,673
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$505,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$114,726
Administrative expenses professional fees incurred2011-12-31$94,091
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$49,340
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$194,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,060,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$19,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,000
Other income not declared elsewhere2011-12-31$8,653
Administrative expenses (other) incurred2011-12-31$778,812
Liabilities. Value of operating payables at end of year2011-12-31$270,420
Liabilities. Value of operating payables at beginning of year2011-12-31$315,596
Total non interest bearing cash at end of year2011-12-31$1,908,761
Total non interest bearing cash at beginning of year2011-12-31$1,345,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,729,256
Value of net assets at end of year (total assets less liabilities)2011-12-31$55,298,693
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$59,027,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$2,671,361
Assets. partnership/joint venture interests at beginning of year2011-12-31$2,272,928
Investment advisory and management fees2011-12-31$143,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,696,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,499,736
Value of interest in common/collective trusts at end of year2011-12-31$17,273,419
Value of interest in common/collective trusts at beginning of year2011-12-31$19,774,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,073,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,674,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,674,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,673
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$19,159,692
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$17,142,813
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$503,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$81,823
Net investment gain or loss from common/collective trusts2011-12-31$1,498,548
Net gain/loss from 103.12 investment entities2011-12-31$1,055,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$30,798,480
Employer contributions (assets) at end of year2011-12-31$143,833
Employer contributions (assets) at beginning of year2011-12-31$207,884
Income. Dividends from common stock2011-12-31$390,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,161,970
Contract administrator fees2011-12-31$1,762,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$14,181,284
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$15,061,896
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,714,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,689,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,159,534
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,826,980
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O'BRIEN RILEY & RYAN PC
Accountancy firm EIN2011-12-31043176941
2010 : BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,418,773
Total unrealized appreciation/depreciation of assets2010-12-31$1,418,773
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,012,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,328,946
Total income from all sources (including contributions)2010-12-31$40,923,762
Total loss/gain on sale of assets2010-12-31$-38,470
Total of all expenses incurred2010-12-31$30,241,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,473,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$36,969,108
Value of total assets at end of year2010-12-31$63,040,545
Value of total assets at beginning of year2010-12-31$51,674,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,768,539
Total interest from all sources2010-12-31$5,223
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$452,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$102,149
Administrative expenses professional fees incurred2010-12-31$164,112
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$120,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,060,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$980,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$64,607
Other income not declared elsewhere2010-12-31$3,471
Administrative expenses (other) incurred2010-12-31$775,043
Liabilities. Value of operating payables at end of year2010-12-31$315,596
Liabilities. Value of operating payables at beginning of year2010-12-31$418,839
Total non interest bearing cash at end of year2010-12-31$1,345,435
Total non interest bearing cash at beginning of year2010-12-31$1,976,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,681,963
Value of net assets at end of year (total assets less liabilities)2010-12-31$59,027,949
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,345,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$2,272,928
Assets. partnership/joint venture interests at beginning of year2010-12-31$2,169,067
Investment advisory and management fees2010-12-31$99,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,499,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,060,915
Value of interest in common/collective trusts at end of year2010-12-31$19,774,872
Value of interest in common/collective trusts at beginning of year2010-12-31$29,140,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,674,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,597,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,597,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,223
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$17,142,813
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$416,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$36,669
Net investment gain or loss from common/collective trusts2010-12-31$2,233,994
Net gain/loss from 103.12 investment entities2010-12-31$-157,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$36,849,037
Employer contributions (assets) at end of year2010-12-31$207,884
Employer contributions (assets) at beginning of year2010-12-31$170,992
Income. Dividends from common stock2010-12-31$350,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,057,236
Contract administrator fees2010-12-31$1,729,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$15,061,896
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$12,578,455
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,689,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,845,500
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$4,119,477
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,157,947
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O'BRIEN RILEY & RYAN PC
Accountancy firm EIN2010-12-31043176941

Form 5500 Responses for BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND

2019: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BOSTON BUILDING SERVICE EMPLOYEES 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: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
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: BOSTON BUILDING SERVICE EMPLOYEES 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: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BOSTON BUILDING SERVICE EMPLOYEES TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069014
Policy instance 2
Insurance contract or identification number069014
Number of Individuals Covered0
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
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0121365
Policy instance 1
Insurance contract or identification number0121365
Number of Individuals Covered30
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069014
Policy instance 5
Insurance contract or identification number069014
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
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0121365
Policy instance 4
Insurance contract or identification number0121365
Number of Individuals Covered87
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
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK962240
Policy instance 3
Insurance contract or identification numberLK962240
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $446
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
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 $2,970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $446
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963092
Policy instance 2
Insurance contract or identification numberFLX963092
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $5
Total amount of fees paid to insurance companyUSD $0
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
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 $51
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK964749
Policy instance 1
Insurance contract or identification numberOK964749
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $2
Total amount of fees paid to insurance companyUSD $0
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
Other welfare benefits providedACCIDENTAL DEATH
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 $10
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069014
Policy instance 5
Insurance contract or identification number069014
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962240
Policy instance 4
Insurance contract or identification numberLK 962240
Number of Individuals Covered1143
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,757
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
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 $175,730
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,757
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INSU
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963092
Policy instance 3
Insurance contract or identification numberFLX963092
Number of Individuals Covered75
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,075
Total amount of fees paid to insurance companyUSD $0
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
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 $8,961
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,075
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INSU
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964749
Policy instance 2
Insurance contract or identification numberOK 964749
Number of Individuals Covered75
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $0
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
Other welfare benefits providedACCIDENTAL DEATH
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 $1,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $263
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INSU
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17374
Policy instance 1
Insurance contract or identification numberHCL17374
Number of Individuals Covered1651
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $214,018
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 numberHCL17374
Policy instance 1
Insurance contract or identification numberHCL17374
Number of Individuals Covered4820
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $0
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 $474,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964749
Policy instance 2
Insurance contract or identification numberOK 964749
Number of Individuals Covered72
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $234
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
Other welfare benefits providedACCIDENTAL DEATH
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 $1,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $234
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INSU
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963093
Policy instance 3
Insurance contract or identification numberFLX963093
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $954
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
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 $7,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $954
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INSU
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962240
Policy instance 4
Insurance contract or identification numberLK 962240
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,928
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 BenefitYes
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 $192,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,928
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INSU
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069014
Policy instance 5
Insurance contract or identification number069014
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
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 numberHCL17374
Policy instance 1
Insurance contract or identification numberHCL17374
Number of Individuals Covered4767
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $418,253
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962240
Policy instance 2
Insurance contract or identification numberLK 962240
Number of Individuals Covered3986
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,129
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $222,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,129
Insurance broker nameKNIGHT INTERNATIONAL INS
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963092
Policy instance 3
Insurance contract or identification numberFLX963092
Number of Individuals Covered72
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $983
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $983
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INS
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964749
Policy instance 4
Insurance contract or identification numberOK 964749
Number of Individuals Covered72
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $259
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $1,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $259
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INS
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964749
Policy instance 4
Insurance contract or identification numberOK 964749
Number of Individuals Covered72
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $328
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $1,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $328
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INS
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963092
Policy instance 3
Insurance contract or identification numberFLX963092
Number of Individuals Covered72
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,494
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,929
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,494
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameKNIGHT INTERNATIONAL INS
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962240
Policy instance 2
Insurance contract or identification numberLK 962240
Number of Individuals Covered3986
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,920
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,920
Amount paid for insurance broker fees0
Insurance broker nameKNIGHT INTERNATIONAL INS
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17374
Policy instance 1
Insurance contract or identification numberHCL17374
Number of Individuals Covered4429
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $411,328
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 numberHCL17374
Policy instance 1
Insurance contract or identification numberHCL17374
Number of Individuals Covered4358
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $35,565
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $408,356
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,370
Insurance broker organization code?3
Insurance broker nameH J KNIGHT INTERNATIONAL INS AGENCY
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962240
Policy instance 2
Insurance contract or identification numberLK 962240
Number of Individuals Covered3986
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,276
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $141,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,276
Insurance broker organization code?3
Insurance broker nameGBG CONSULTING SERVICES
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963092
Policy instance 3
Insurance contract or identification numberFLX963092
Number of Individuals Covered70
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $703
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $703
Insurance broker organization code?3
Insurance broker nameGBG CONSULTING SERVICES
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964749
Policy instance 4
Insurance contract or identification numberOK 964749
Number of Individuals Covered70
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $135
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $1,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $135
Insurance broker organization code?3
Insurance broker nameGBG CONSULTING SERVICES
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17876
Policy instance 5
Insurance contract or identification numberHCL17876
Number of Individuals Covered270
Insurance policy start date2010-09-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,663
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $115,119
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 numberHCL17374
Policy instance 1
Insurance contract or identification numberHCL17374
Number of Individuals Covered4064
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $29,692
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $282,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962240
Policy instance 2
Insurance contract or identification numberLK 962240
Number of Individuals Covered3986
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,370
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $153,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963092
Policy instance 3
Insurance contract or identification numberFLX963092
Number of Individuals Covered70
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,305
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964749
Policy instance 4
Insurance contract or identification numberOK 964749
Number of Individuals Covered70
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $251
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $1,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964749
Policy instance 4
Insurance contract or identification numberOK 964749
Number of Individuals Covered70
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $191
Total amount of fees paid to insurance companyUSD $44
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962240
Policy instance 2
Insurance contract or identification numberLK 962240
Number of Individuals Covered3986
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,924
Total amount of fees paid to insurance companyUSD $4,574
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $119,238
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 numberHCL17374
Policy instance 1
Insurance contract or identification numberHCL17374
Number of Individuals Covered4028
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $26,533
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $241,212
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963092
Policy instance 3
Insurance contract or identification numberFLX963092
Number of Individuals Covered70
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $992
Total amount of fees paid to insurance companyUSD $227
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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