UNITED HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632
401k plan membership statisitcs for UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632
| Measure | Date | Value |
|---|
| 2023 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-31 | $1,237,413 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-31 | $1,473,973 |
| Total income from all sources (including contributions) | 2023-07-31 | $6,861,181 |
| Total of all expenses incurred | 2023-07-31 | $7,818,867 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-07-31 | $6,738,995 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-07-31 | $6,861,177 |
| Value of total assets at end of year | 2023-07-31 | $912,632 |
| Value of total assets at beginning of year | 2023-07-31 | $2,106,878 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-07-31 | $1,079,872 |
| Total interest from all sources | 2023-07-31 | $4 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-07-31 | No |
| Administrative expenses professional fees incurred | 2023-07-31 | $49,015 |
| Was this plan covered by a fidelity bond | 2023-07-31 | Yes |
| Value of fidelity bond cover | 2023-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-07-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-07-31 | $122,915 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-07-31 | $34,323 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-07-31 | $122,915 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-07-31 | $34,323 |
| Administrative expenses (other) incurred | 2023-07-31 | $1,030,857 |
| Liabilities. Value of operating payables at end of year | 2023-07-31 | $818,898 |
| Liabilities. Value of operating payables at beginning of year | 2023-07-31 | $1,173,587 |
| Total non interest bearing cash at end of year | 2023-07-31 | $239,857 |
| Total non interest bearing cash at beginning of year | 2023-07-31 | $419,466 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-31 | No |
| Value of net income/loss | 2023-07-31 | $-957,686 |
| Value of net assets at end of year (total assets less liabilities) | 2023-07-31 | $-324,781 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-07-31 | $632,905 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-07-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-07-31 | $4 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-07-31 | $300,497 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-07-31 | $599,973 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-07-31 | $6,738,995 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-07-31 | No |
| Contributions received in cash from employer | 2023-07-31 | $6,861,177 |
| Employer contributions (assets) at end of year | 2023-07-31 | $249,363 |
| Employer contributions (assets) at beginning of year | 2023-07-31 | $1,052,961 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-07-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-07-31 | $295,600 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-07-31 | $266,063 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-07-31 | $155 |
| Did the plan have assets held for investment | 2023-07-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-07-31 | Unqualified |
| Accountancy firm name | 2023-07-31 | MSPCSCPAS AND ADVISORS |
| Accountancy firm EIN | 2023-07-31 | 222951202 |
| 2022 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-01 | $1,237,413 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-01 | $1,473,973 |
| Total income from all sources (including contributions) | 2022-08-01 | $6,861,181 |
| Total of all expenses incurred | 2022-08-01 | $7,818,867 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-08-01 | $6,738,995 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-08-01 | $6,861,177 |
| Value of total assets at end of year | 2022-08-01 | $912,632 |
| Value of total assets at beginning of year | 2022-08-01 | $2,106,878 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-08-01 | $1,079,872 |
| Total interest from all sources | 2022-08-01 | $4 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-08-01 | No |
| Administrative expenses professional fees incurred | 2022-08-01 | $49,015 |
| Was this plan covered by a fidelity bond | 2022-08-01 | Yes |
| Value of fidelity bond cover | 2022-08-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-08-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-08-01 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-08-01 | $122,915 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-08-01 | $34,323 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-08-01 | $122,915 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-08-01 | $34,323 |
| Administrative expenses (other) incurred | 2022-08-01 | $1,030,857 |
| Liabilities. Value of operating payables at end of year | 2022-08-01 | $818,898 |
| Liabilities. Value of operating payables at beginning of year | 2022-08-01 | $1,173,587 |
| Total non interest bearing cash at end of year | 2022-08-01 | $239,857 |
| Total non interest bearing cash at beginning of year | 2022-08-01 | $419,466 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-01 | No |
| Value of net income/loss | 2022-08-01 | $-957,686 |
| Value of net assets at end of year (total assets less liabilities) | 2022-08-01 | $-324,781 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-08-01 | $632,905 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-08-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-08-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-08-01 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-08-01 | $4 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-08-01 | $300,497 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-08-01 | $599,973 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-08-01 | $6,738,995 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-08-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-08-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-08-01 | No |
| Contributions received in cash from employer | 2022-08-01 | $6,861,177 |
| Employer contributions (assets) at end of year | 2022-08-01 | $249,363 |
| Employer contributions (assets) at beginning of year | 2022-08-01 | $1,052,961 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-08-01 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-08-01 | $295,600 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-08-01 | $266,063 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-08-01 | $155 |
| Did the plan have assets held for investment | 2022-08-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-08-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-08-01 | 1 |
| Accountancy firm name | 2022-08-01 | MSPCSCPAS AND ADVISORS |
| Accountancy firm EIN | 2022-08-01 | 222951202 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $1,207,910 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $910,128 |
| Total income from all sources (including contributions) | 2022-07-31 | $7,152,630 |
| Total of all expenses incurred | 2022-07-31 | $7,448,091 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-31 | $7,001,521 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-31 | $7,152,630 |
| Value of total assets at end of year | 2022-07-31 | $2,106,878 |
| Value of total assets at beginning of year | 2022-07-31 | $2,104,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-31 | $446,570 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-31 | No |
| Administrative expenses professional fees incurred | 2022-07-31 | $47,900 |
| Was this plan covered by a fidelity bond | 2022-07-31 | Yes |
| Value of fidelity bond cover | 2022-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-07-31 | $34,323 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-07-31 | $34,323 |
| Administrative expenses (other) incurred | 2022-07-31 | $398,670 |
| Total non interest bearing cash at end of year | 2022-07-31 | $419,466 |
| Total non interest bearing cash at beginning of year | 2022-07-31 | $557,274 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
| Value of net income/loss | 2022-07-31 | $-295,461 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-31 | $898,968 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-31 | $1,194,429 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-31 | No |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-07-31 | $599,973 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-07-31 | $603,085 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-31 | No |
| Contributions received in cash from employer | 2022-07-31 | $7,152,630 |
| Employer contributions (assets) at end of year | 2022-07-31 | $1,052,961 |
| Employer contributions (assets) at beginning of year | 2022-07-31 | $943,301 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-31 | $7,001,521 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-07-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-07-31 | $1,173,587 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-07-31 | $910,128 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-07-31 | $155 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-07-31 | $897 |
| Did the plan have assets held for investment | 2022-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-31 | Unqualified |
| Accountancy firm name | 2022-07-31 | MSPC CPA'S AND ADVISORS |
| Accountancy firm EIN | 2022-07-31 | 222951202 |
| 2021 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $910,128 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $1,015,012 |
| Total income from all sources (including contributions) | 2021-07-31 | $7,659,833 |
| Total of all expenses incurred | 2021-07-31 | $7,943,037 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-07-31 | $6,904,500 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-07-31 | $7,620,441 |
| Value of total assets at end of year | 2021-07-31 | $2,104,557 |
| Value of total assets at beginning of year | 2021-07-31 | $2,492,645 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-07-31 | $1,038,537 |
| Total interest from all sources | 2021-07-31 | $39,392 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-07-31 | No |
| Administrative expenses professional fees incurred | 2021-07-31 | $51,100 |
| Was this plan covered by a fidelity bond | 2021-07-31 | Yes |
| Value of fidelity bond cover | 2021-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-07-31 | No |
| Administrative expenses (other) incurred | 2021-07-31 | $987,437 |
| Liabilities. Value of operating payables at end of year | 2021-07-31 | $910,128 |
| Liabilities. Value of operating payables at beginning of year | 2021-07-31 | $1,015,012 |
| Total non interest bearing cash at end of year | 2021-07-31 | $557,274 |
| Total non interest bearing cash at beginning of year | 2021-07-31 | $589,613 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
| Value of net income/loss | 2021-07-31 | $-283,204 |
| Value of net assets at end of year (total assets less liabilities) | 2021-07-31 | $1,194,429 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-07-31 | $1,477,633 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-07-31 | No |
| Interest earned on other investments | 2021-07-31 | $39,392 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-07-31 | $603,085 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-07-31 | $563,716 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-07-31 | No |
| Contributions received in cash from employer | 2021-07-31 | $7,620,441 |
| Employer contributions (assets) at end of year | 2021-07-31 | $943,301 |
| Employer contributions (assets) at beginning of year | 2021-07-31 | $1,337,629 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-07-31 | $6,904,500 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-07-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-07-31 | $897 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-07-31 | $1,687 |
| Did the plan have assets held for investment | 2021-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-07-31 | Unqualified |
| Accountancy firm name | 2021-07-31 | MSPC CPA'S AND ADVISORS |
| Accountancy firm EIN | 2021-07-31 | 222951202 |
| 2020 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $1,102,967 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $863,118 |
| Total income from all sources (including contributions) | 2020-07-31 | $7,303,901 |
| Total of all expenses incurred | 2020-07-31 | $7,169,944 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-07-31 | $6,741,618 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-07-31 | $7,301,984 |
| Value of total assets at end of year | 2020-07-31 | $2,492,645 |
| Value of total assets at beginning of year | 2020-07-31 | $2,118,839 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-07-31 | $428,326 |
| Administrative expenses professional fees incurred | 2020-07-31 | $49,913 |
| Was this plan covered by a fidelity bond | 2020-07-31 | Yes |
| Value of fidelity bond cover | 2020-07-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-07-31 | No |
| Other income not declared elsewhere | 2020-07-31 | $1,917 |
| Administrative expenses (other) incurred | 2020-07-31 | $378,413 |
| Liabilities. Value of operating payables at end of year | 2020-07-31 | $1,015,012 |
| Liabilities. Value of operating payables at beginning of year | 2020-07-31 | $769,385 |
| Total non interest bearing cash at end of year | 2020-07-31 | $589,613 |
| Total non interest bearing cash at beginning of year | 2020-07-31 | $674,334 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
| Value of net income/loss | 2020-07-31 | $133,957 |
| Value of net assets at end of year (total assets less liabilities) | 2020-07-31 | $1,389,678 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-07-31 | $1,255,721 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-07-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-07-31 | No |
| Contributions received in cash from employer | 2020-07-31 | $7,301,984 |
| Employer contributions (assets) at end of year | 2020-07-31 | $1,337,629 |
| Employer contributions (assets) at beginning of year | 2020-07-31 | $878,126 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-07-31 | $6,741,618 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-07-31 | $563,716 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-07-31 | $563,716 |
| Liabilities. Value of benefit claims payable at end of year | 2020-07-31 | $87,955 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-07-31 | $93,733 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-07-31 | $1,687 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-07-31 | $2,663 |
| Did the plan have assets held for investment | 2020-07-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-07-31 | Unqualified |
| Accountancy firm name | 2020-07-31 | MSPC CPA'S AND ADVISORS |
| Accountancy firm EIN | 2020-07-31 | 222951202 |
| 2019 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $863,118 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $805,127 |
| Total income from all sources (including contributions) | 2019-07-31 | $5,644,130 |
| Total of all expenses incurred | 2019-07-31 | $5,443,006 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-07-31 | $5,021,165 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-07-31 | $5,643,975 |
| Value of total assets at end of year | 2019-07-31 | $2,118,839 |
| Value of total assets at beginning of year | 2019-07-31 | $1,859,724 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-07-31 | $421,841 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-07-31 | No |
| Administrative expenses professional fees incurred | 2019-07-31 | $53,600 |
| Was this plan covered by a fidelity bond | 2019-07-31 | Yes |
| Value of fidelity bond cover | 2019-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-07-31 | No |
| Other income not declared elsewhere | 2019-07-31 | $155 |
| Administrative expenses (other) incurred | 2019-07-31 | $368,241 |
| Liabilities. Value of operating payables at end of year | 2019-07-31 | $769,385 |
| Liabilities. Value of operating payables at beginning of year | 2019-07-31 | $727,613 |
| Total non interest bearing cash at end of year | 2019-07-31 | $674,334 |
| Total non interest bearing cash at beginning of year | 2019-07-31 | $464,155 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-31 | No |
| Value of net income/loss | 2019-07-31 | $201,124 |
| Value of net assets at end of year (total assets less liabilities) | 2019-07-31 | $1,255,721 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-07-31 | $1,054,597 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-07-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-07-31 | No |
| Contributions received in cash from employer | 2019-07-31 | $5,643,975 |
| Employer contributions (assets) at end of year | 2019-07-31 | $878,126 |
| Employer contributions (assets) at beginning of year | 2019-07-31 | $828,214 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-07-31 | $5,021,165 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-07-31 | $563,716 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-07-31 | $563,716 |
| Liabilities. Value of benefit claims payable at end of year | 2019-07-31 | $93,733 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-07-31 | $77,514 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-07-31 | $2,663 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-07-31 | $3,639 |
| Did the plan have assets held for investment | 2019-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-07-31 | Unqualified |
| Accountancy firm name | 2019-07-31 | M S P C , CPA'S AND ADVISORS, P.C. |
| Accountancy firm EIN | 2019-07-31 | 222951202 |
| 2018 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $727,613 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $898,962 |
| Total income from all sources (including contributions) | 2018-07-31 | $5,466,682 |
| Total loss/gain on sale of assets | 2018-07-31 | $-2,098 |
| Total of all expenses incurred | 2018-07-31 | $5,362,634 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-07-31 | $4,937,392 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-07-31 | $5,468,353 |
| Value of total assets at end of year | 2018-07-31 | $1,859,724 |
| Value of total assets at beginning of year | 2018-07-31 | $1,927,025 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-07-31 | $425,242 |
| Total interest from all sources | 2018-07-31 | $427 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-07-31 | No |
| Administrative expenses professional fees incurred | 2018-07-31 | $49,425 |
| Was this plan covered by a fidelity bond | 2018-07-31 | No |
| If this is an individual account plan, was there a blackout period | 2018-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-07-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-07-31 | $727,613 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-07-31 | $898,962 |
| Administrative expenses (other) incurred | 2018-07-31 | $374,877 |
| Total non interest bearing cash at end of year | 2018-07-31 | $563,716 |
| Total non interest bearing cash at beginning of year | 2018-07-31 | $565,814 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-07-31 | No |
| Value of net income/loss | 2018-07-31 | $104,048 |
| Value of net assets at end of year (total assets less liabilities) | 2018-07-31 | $1,132,111 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-07-31 | $1,028,063 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-07-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-07-31 | $427 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-07-31 | No |
| Contributions received in cash from employer | 2018-07-31 | $5,468,353 |
| Employer contributions (assets) at end of year | 2018-07-31 | $828,214 |
| Employer contributions (assets) at beginning of year | 2018-07-31 | $741,508 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-07-31 | $4,937,392 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-07-31 | $464,155 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-07-31 | $619,703 |
| Contract administrator fees | 2018-07-31 | $940 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-07-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-07-31 | $3,639 |
| Did the plan have assets held for investment | 2018-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-07-31 | No |
| Aggregate proceeds on sale of assets | 2018-07-31 | $-2,098 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-07-31 | Unqualified |
| Accountancy firm name | 2018-07-31 | MOORE STEVENS PC, CPA'S |
| Accountancy firm EIN | 2018-07-31 | 222951202 |
| 2017 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $912,640 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $444,770 |
| Total income from all sources (including contributions) | 2017-07-31 | $4,397,190 |
| Total of all expenses incurred | 2017-07-31 | $4,317,374 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-07-31 | $3,907,891 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-07-31 | $4,370,600 |
| Value of total assets at end of year | 2017-07-31 | $1,927,025 |
| Value of total assets at beginning of year | 2017-07-31 | $1,379,339 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-07-31 | $409,483 |
| Total interest from all sources | 2017-07-31 | $26,590 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-07-31 | No |
| Administrative expenses professional fees incurred | 2017-07-31 | $37,400 |
| Was this plan covered by a fidelity bond | 2017-07-31 | Yes |
| Value of fidelity bond cover | 2017-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-07-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-07-31 | $898,962 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-07-31 | $444,770 |
| Administrative expenses (other) incurred | 2017-07-31 | $372,083 |
| Total non interest bearing cash at end of year | 2017-07-31 | $619,703 |
| Total non interest bearing cash at beginning of year | 2017-07-31 | $156,068 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-31 | No |
| Value of net income/loss | 2017-07-31 | $79,816 |
| Value of net assets at end of year (total assets less liabilities) | 2017-07-31 | $1,014,385 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-07-31 | $934,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-07-31 | No |
| Interest earned on other investments | 2017-07-31 | $348 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-07-31 | $26,242 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-07-31 | No |
| Contributions received in cash from employer | 2017-07-31 | $4,370,600 |
| Employer contributions (assets) at end of year | 2017-07-31 | $741,508 |
| Employer contributions (assets) at beginning of year | 2017-07-31 | $683,699 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-07-31 | $3,907,891 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-07-31 | $565,814 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-07-31 | $539,572 |
| Liabilities. Value of benefit claims payable at end of year | 2017-07-31 | $13,678 |
| Did the plan have assets held for investment | 2017-07-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-07-31 | Unqualified |
| Accountancy firm name | 2017-07-31 | MSPC CERTIFIED PUBLIC ACCTS PC |
| Accountancy firm EIN | 2017-07-31 | 222951202 |
| 2016 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $220,293 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $188,449 |
| Total income from all sources (including contributions) | 2016-07-31 | $3,582,469 |
| Total of all expenses incurred | 2016-07-31 | $3,380,003 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-07-31 | $2,971,899 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-07-31 | $3,549,868 |
| Value of total assets at end of year | 2016-07-31 | $1,413,959 |
| Value of total assets at beginning of year | 2016-07-31 | $1,179,649 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-07-31 | $408,104 |
| Total interest from all sources | 2016-07-31 | $32,601 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-07-31 | No |
| Administrative expenses professional fees incurred | 2016-07-31 | $38,350 |
| Was this plan covered by a fidelity bond | 2016-07-31 | Yes |
| Value of fidelity bond cover | 2016-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-07-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-07-31 | $220,293 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-07-31 | $188,449 |
| Administrative expenses (other) incurred | 2016-07-31 | $369,754 |
| Total non interest bearing cash at end of year | 2016-07-31 | $156,608 |
| Total non interest bearing cash at beginning of year | 2016-07-31 | $106,429 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
| Value of net income/loss | 2016-07-31 | $202,466 |
| Value of net assets at end of year (total assets less liabilities) | 2016-07-31 | $1,193,666 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-07-31 | $991,200 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-07-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-07-31 | $32,601 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-07-31 | $568,540 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-07-31 | $544,530 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-07-31 | No |
| Contributions received in cash from employer | 2016-07-31 | $3,549,868 |
| Employer contributions (assets) at end of year | 2016-07-31 | $683,699 |
| Employer contributions (assets) at beginning of year | 2016-07-31 | $523,578 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-07-31 | $2,971,899 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-07-31 | $5,112 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-07-31 | $5,112 |
| Did the plan have assets held for investment | 2016-07-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-07-31 | Unqualified |
| Accountancy firm name | 2016-07-31 | DAVID FALDA, CPA |
| Accountancy firm EIN | 2016-07-31 | 133279763 |
| 2015 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $188,449 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $257,399 |
| Total income from all sources (including contributions) | 2015-07-31 | $3,449,890 |
| Total of all expenses incurred | 2015-07-31 | $3,491,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $2,961,336 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-07-31 | $3,444,842 |
| Value of total assets at end of year | 2015-07-31 | $1,179,649 |
| Value of total assets at beginning of year | 2015-07-31 | $1,289,722 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $529,677 |
| Total interest from all sources | 2015-07-31 | $5,048 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-07-31 | No |
| Administrative expenses professional fees incurred | 2015-07-31 | $53,475 |
| Was this plan covered by a fidelity bond | 2015-07-31 | Yes |
| Value of fidelity bond cover | 2015-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-07-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-07-31 | $448 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-07-31 | $188,449 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-07-31 | $257,399 |
| Administrative expenses (other) incurred | 2015-07-31 | $463,702 |
| Total non interest bearing cash at end of year | 2015-07-31 | $106,429 |
| Total non interest bearing cash at beginning of year | 2015-07-31 | $73,519 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
| Value of net income/loss | 2015-07-31 | $-41,123 |
| Value of net assets at end of year (total assets less liabilities) | 2015-07-31 | $991,200 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-07-31 | $1,032,323 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-07-31 | No |
| Investment advisory and management fees | 2015-07-31 | $12,500 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-07-31 | $78,578 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-07-31 | $78,578 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-07-31 | $5,048 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-07-31 | $544,530 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-07-31 | $539,417 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-07-31 | No |
| Contributions received in cash from employer | 2015-07-31 | $3,444,842 |
| Employer contributions (assets) at end of year | 2015-07-31 | $523,578 |
| Employer contributions (assets) at beginning of year | 2015-07-31 | $592,648 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $2,961,336 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-07-31 | $5,112 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-07-31 | $5,112 |
| Did the plan have assets held for investment | 2015-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-07-31 | Unqualified |
| Accountancy firm name | 2015-07-31 | DDAVID A,FALDA, CPA |
| Accountancy firm EIN | 2015-07-31 | 133279763 |
| 2014 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $257,399 |
| Total income from all sources (including contributions) | 2014-07-31 | $3,725,598 |
| Total of all expenses incurred | 2014-07-31 | $3,767,656 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-07-31 | $3,343,680 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-07-31 | $3,687,450 |
| Value of total assets at end of year | 2014-07-31 | $1,289,722 |
| Value of total assets at beginning of year | 2014-07-31 | $1,074,381 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-07-31 | $423,976 |
| Total interest from all sources | 2014-07-31 | $38,148 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-07-31 | No |
| Administrative expenses professional fees incurred | 2014-07-31 | $78,071 |
| Was this plan covered by a fidelity bond | 2014-07-31 | Yes |
| Value of fidelity bond cover | 2014-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-07-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-07-31 | $448 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-07-31 | $865 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-07-31 | $257,399 |
| Administrative expenses (other) incurred | 2014-07-31 | $345,905 |
| Total non interest bearing cash at end of year | 2014-07-31 | $73,519 |
| Total non interest bearing cash at beginning of year | 2014-07-31 | $73,714 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
| Value of net income/loss | 2014-07-31 | $-42,058 |
| Value of net assets at end of year (total assets less liabilities) | 2014-07-31 | $1,032,323 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-07-31 | $1,074,381 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-07-31 | $78,578 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-07-31 | $74,088 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-07-31 | $74,088 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-07-31 | $38,148 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-07-31 | $539,417 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-07-31 | $514,543 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-07-31 | No |
| Contributions received in cash from employer | 2014-07-31 | $3,687,450 |
| Employer contributions (assets) at end of year | 2014-07-31 | $592,648 |
| Employer contributions (assets) at beginning of year | 2014-07-31 | $401,594 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-07-31 | $3,343,680 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-07-31 | $5,112 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-07-31 | $9,577 |
| Did the plan have assets held for investment | 2014-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-07-31 | Unqualified |
| Accountancy firm name | 2014-07-31 | DAVID A. FALDA, CPA |
| Accountancy firm EIN | 2014-07-31 | 133279763 |
| 2013 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-07-31 | $3,607,828 |
| Total of all expenses incurred | 2013-07-31 | $3,547,187 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-07-31 | $3,097,540 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-07-31 | $3,569,213 |
| Value of total assets at end of year | 2013-07-31 | $1,074,381 |
| Value of total assets at beginning of year | 2013-07-31 | $1,013,740 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-07-31 | $449,647 |
| Total interest from all sources | 2013-07-31 | $38,615 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-07-31 | No |
| Administrative expenses professional fees incurred | 2013-07-31 | $74,087 |
| Was this plan covered by a fidelity bond | 2013-07-31 | Yes |
| Value of fidelity bond cover | 2013-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-07-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-07-31 | $865 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-07-31 | $862 |
| Administrative expenses (other) incurred | 2013-07-31 | $375,560 |
| Total non interest bearing cash at end of year | 2013-07-31 | $73,714 |
| Total non interest bearing cash at beginning of year | 2013-07-31 | $144,445 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
| Value of net income/loss | 2013-07-31 | $60,641 |
| Value of net assets at end of year (total assets less liabilities) | 2013-07-31 | $1,074,381 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-07-31 | $1,013,740 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-07-31 | No |
| Interest earned on other investments | 2013-07-31 | $38,615 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-07-31 | $74,088 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-07-31 | $60,969 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-07-31 | $60,969 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-07-31 | $514,543 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-07-31 | $476,103 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-07-31 | $3,097,540 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-07-31 | No |
| Contributions received in cash from employer | 2013-07-31 | $3,569,213 |
| Employer contributions (assets) at end of year | 2013-07-31 | $401,594 |
| Employer contributions (assets) at beginning of year | 2013-07-31 | $321,585 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-07-31 | $9,577 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-07-31 | $9,776 |
| Did the plan have assets held for investment | 2013-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-07-31 | Unqualified |
| Accountancy firm name | 2013-07-31 | DAVID FALDA |
| Accountancy firm EIN | 2013-07-31 | 133279763 |
| 2012 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $12,386 |
| Total income from all sources (including contributions) | 2012-07-31 | $2,820,660 |
| Total of all expenses incurred | 2012-07-31 | $2,769,520 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-07-31 | $2,333,917 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-07-31 | $2,820,660 |
| Value of total assets at end of year | 2012-07-31 | $873,342 |
| Value of total assets at beginning of year | 2012-07-31 | $1,163,138 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-07-31 | $435,603 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-07-31 | No |
| Administrative expenses professional fees incurred | 2012-07-31 | $36,900 |
| Was this plan covered by a fidelity bond | 2012-07-31 | Yes |
| Value of fidelity bond cover | 2012-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-07-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-07-31 | $4,264 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-07-31 | $4,264 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-07-31 | $152 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-07-31 | $11,323 |
| Administrative expenses (other) incurred | 2012-07-31 | $376,953 |
| Liabilities. Value of operating payables at end of year | 2012-07-31 | $12,386 |
| Total non interest bearing cash at end of year | 2012-07-31 | $146,751 |
| Total non interest bearing cash at beginning of year | 2012-07-31 | $4,055 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
| Value of net income/loss | 2012-07-31 | $51,140 |
| Value of net assets at end of year (total assets less liabilities) | 2012-07-31 | $860,956 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-07-31 | $1,163,138 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-07-31 | No |
| Investment advisory and management fees | 2012-07-31 | $21,750 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-07-31 | $60,969 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-07-31 | $60,818 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-07-31 | $60,818 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-07-31 | $476,103 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-07-31 | $851,225 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-07-31 | $2,311,860 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-07-31 | No |
| Contributions received in cash from employer | 2012-07-31 | $2,820,508 |
| Employer contributions (assets) at end of year | 2012-07-31 | $178,239 |
| Employer contributions (assets) at beginning of year | 2012-07-31 | $219,938 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-07-31 | $22,057 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-07-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-07-31 | $7,016 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-07-31 | $11,515 |
| Did the plan have assets held for investment | 2012-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-07-31 | Unqualified |
| Accountancy firm name | 2012-07-31 | DAVID A. FALDA, CPA |
| Accountancy firm EIN | 2012-07-31 | 133279763 |
| 2011 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-07-31 | $3,003,978 |
| Total of all expenses incurred | 2011-07-31 | $3,071,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-07-31 | $2,584,422 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-07-31 | $2,973,524 |
| Value of total assets at end of year | 2011-07-31 | $1,163,138 |
| Value of total assets at beginning of year | 2011-07-31 | $1,211,338 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-07-31 | $487,516 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-07-31 | No |
| Administrative expenses professional fees incurred | 2011-07-31 | $83,114 |
| Was this plan covered by a fidelity bond | 2011-07-31 | Yes |
| Value of fidelity bond cover | 2011-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-07-31 | No |
| Contributions received from participants | 2011-07-31 | $15,745 |
| Assets. Other investments not covered elsewhere at end of year | 2011-07-31 | $4,264 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-07-31 | $5,764 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-07-31 | $11,323 |
| Administrative expenses (other) incurred | 2011-07-31 | $404,402 |
| Total non interest bearing cash at end of year | 2011-07-31 | $4,055 |
| Total non interest bearing cash at beginning of year | 2011-07-31 | $40,676 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
| Value of net income/loss | 2011-07-31 | $-67,960 |
| Value of net assets at end of year (total assets less liabilities) | 2011-07-31 | $1,163,138 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-07-31 | $1,211,338 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-07-31 | $60,818 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-07-31 | $61,592 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-07-31 | $61,592 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-07-31 | $851,225 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-07-31 | $819,273 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-07-31 | $2,543,256 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-07-31 | $30,454 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-07-31 | No |
| Contributions received in cash from employer | 2011-07-31 | $2,957,779 |
| Employer contributions (assets) at end of year | 2011-07-31 | $219,938 |
| Employer contributions (assets) at beginning of year | 2011-07-31 | $269,747 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-07-31 | $41,166 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-07-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-07-31 | $11,515 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-07-31 | $14,286 |
| Did the plan have assets held for investment | 2011-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-07-31 | Unqualified |
| Accountancy firm name | 2011-07-31 | DAVID A. FALDA, CPA |
| Accountancy firm EIN | 2011-07-31 | 133279763 |
