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 |
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2022 : UNITED HEALTH & WELFARE FUND 333 SYLVAN AVE ENGLEWOOD CLIFFS NJ 07632 2022 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | 1124393-000 |
Policy instance | 3 |
Insurance contract or identification number | 1124393-000 | Number of Individuals Covered | 85 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $1,375 | Dental Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $1,375 |
|
LIBERTY INSURANCE UNDERWRITERS, INC. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | TRU000137-04 |
Policy instance | 5 |
Insurance contract or identification number | TRU000137-04 | Number of Individuals Covered | 46 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $11,242 | Commission paid to Insurance Broker | USD $9,368 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5343409 |
Policy instance | 4 |
Insurance contract or identification number | 5343409 | Number of Individuals Covered | 154 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $1,448 | Life Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $1,448 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1101008-000 |
Policy instance | 2 |
Insurance contract or identification number | 1101008-000 | Number of Individuals Covered | 189 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $118,505 | Health Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $118,505 |
|
US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 ) |
Policy contract number | US1515566 |
Policy instance | 1 |
Insurance contract or identification number | US1515566 | Number of Individuals Covered | 193 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $97,704 | Commission paid to Insurance Broker | USD $97,704 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05343409 |
Policy instance | 4 |
Insurance contract or identification number | TS05343409 | Number of Individuals Covered | 166 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $1,413 | Health Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $1,413 |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | 1124393-000 |
Policy instance | 3 |
Insurance contract or identification number | 1124393-000 | Number of Individuals Covered | 135 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $1,627 | Commission paid to Insurance Broker | USD $1,627 |
|
US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 ) |
Policy contract number | US 1392551 |
Policy instance | 1 |
Insurance contract or identification number | US 1392551 | Number of Individuals Covered | 201 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Health Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $67,960 |
|
LIBERTY INSURANCE UNDERWRITERS, INC. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 16-023 17-032 |
Policy instance | 5 |
Insurance contract or identification number | 16-023 17-032 | Number of Individuals Covered | 152 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $16,366 | Commission paid to Insurance Broker | USD $13,638 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1101008-000 |
Policy instance | 2 |
Insurance contract or identification number | 1101008-000 | Number of Individuals Covered | 367 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $136,426 | Commission paid to Insurance Broker | USD $136,426 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1101008-000 |
Policy instance | 3 |
Insurance contract or identification number | 1101008-000 | Number of Individuals Covered | 417 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | 387351 |
Policy instance | 1 |
Insurance contract or identification number | 387351 | Number of Individuals Covered | 16 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | |
Policy instance | 4 |
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05343409 |
Policy instance | 5 |
Insurance contract or identification number | TS05343409 | Number of Individuals Covered | 257 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $2,158 | Health Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $2,158 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152001 |
Policy instance | 2 |
Insurance contract or identification number | 1071152001 | Health Insurance Welfare Benefit | Yes |
|
LIBERTY INSURANCE UNDERWRITERS, INC. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 16-023 17-032 |
Policy instance | 6 |
Insurance contract or identification number | 16-023 17-032 | Number of Individuals Covered | 152 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152001 |
Policy instance | 2 |
Insurance contract or identification number | 1071152001 | Number of Individuals Covered | 184 | Insurance policy start date | 2018-07-31 | Insurance policy end date | 2019-07-13 | Health Insurance Welfare Benefit | Yes | Additional information about fees paid to insurance broker | COMPREHEMSIVE MEDICAL |
|
LIBERTY INSURANCE UNDERWRITERS, INC. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 16-023 17-032 |
Policy instance | 6 |
Insurance contract or identification number | 16-023 17-032 | Number of Individuals Covered | 159 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $18,314 | Commission paid to Insurance Broker | USD $14,491 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05343409 |
Policy instance | 5 |
Insurance contract or identification number | TS05343409 | Number of Individuals Covered | 255 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-04-30 | Total amount of fees paid to insurance company | USD $2,259 | Health Insurance Welfare Benefit | Yes | Amount paid for insurance broker fees | 2259 | Additional information about fees paid to insurance broker | LIFE AND D D | Insurance broker organization code? | 3 |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | |
Policy instance | 4 |
Number of Individuals Covered | 129 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-04-30 | Total amount of commissions paid to insurance broker | USD $2,698 | Commission paid to Insurance Broker | USD $2,698 |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | 387351 |
Policy instance | 1 |
Insurance contract or identification number | 387351 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1101008-000 |
Policy instance | 3 |
Insurance contract or identification number | 1101008-000 | Number of Individuals Covered | 265 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 |
|
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 16-023 17-032 |
Policy instance | 6 |
Insurance contract or identification number | 16-023 17-032 | Number of Individuals Covered | 164 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-06-30 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05343409 |
Policy instance | 5 |
Insurance contract or identification number | TS05343409 | Number of Individuals Covered | 267 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of fees paid to insurance company | USD $2,272 | Health Insurance Welfare Benefit | Yes |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152001 |
Policy instance | 3 |
Insurance contract or identification number | 1071152001 | Number of Individuals Covered | 39 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $10,870 | Health Insurance Welfare Benefit | Yes |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | 387351 |
Policy instance | 2 |
Insurance contract or identification number | 387351 |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | UH2809 |
Policy instance | 1 |
Insurance contract or identification number | UH2809 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1101008-000 |
Policy instance | 4 |
Insurance contract or identification number | 1101008-000 | Number of Individuals Covered | 253 | Insurance policy start date | 2017-12-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $100,377 | Total amount of fees paid to insurance company | USD $100,377 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152000 |
Policy instance | 5 |
Insurance contract or identification number | 1071152000 | Number of Individuals Covered | 192 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | 387351 |
Policy instance | 3 |
Insurance contract or identification number | 387351 | Number of Individuals Covered | 9 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05343409 |
Policy instance | 1 |
Insurance contract or identification number | TS05343409 | Number of Individuals Covered | 325 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $2,268 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 663P1W5ZW |
Policy instance | 1 |
Insurance contract or identification number | 663P1W5ZW | Number of Individuals Covered | 99 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | 387351 |
Policy instance | 7 |
Insurance contract or identification number | 387351 | Number of Individuals Covered | 4 | Insurance policy start date | 2013-11-01 | Insurance policy end date | 2014-10-31 | Total amount of commissions paid to insurance broker | USD $1,800 | Health Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $1,800 | Insurance broker name | |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | UH2809 |
Policy instance | 6 |
Insurance contract or identification number | UH2809 | Number of Individuals Covered | 14 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $18,052 | Commission paid to Insurance Broker | USD $18,052 | Insurance broker name | ANTHONY G NEGRI, JR |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152801 |
Policy instance | 5 |
Insurance contract or identification number | 1071152801 | Number of Individuals Covered | 142 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of fees paid to insurance company | USD $690 | Amount paid for insurance broker fees | 690 | Insurance broker name | ANTHONY NEGRI |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05343409 |
Policy instance | 4 |
Insurance contract or identification number | TS05343409 | Health Insurance Welfare Benefit | Yes |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152000 |
Policy instance | 3 |
Insurance contract or identification number | 1071152000 | Number of Individuals Covered | 212 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | E.P.O. CONTRACT |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152001 |
Policy instance | 2 |
Insurance contract or identification number | 1071152001 | Number of Individuals Covered | 99 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2013-07-31 | Total amount of fees paid to insurance company | USD $33,270 | Health Insurance Welfare Benefit | Yes | Amount paid for insurance broker fees | 33270 | Insurance broker name | ANTHONY NEGRI |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | 387351 |
Policy instance | 7 |
Insurance contract or identification number | 387351 | Number of Individuals Covered | 14 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-05-31 | Total amount of commissions paid to insurance broker | USD $2,108 | Total amount of fees paid to insurance company | USD $88,333 | Health Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $2,108 | Amount paid for insurance broker fees | 88333 | Insurance broker name | ANTHONY NEGRI |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | UH2809 |
Policy instance | 6 |
Insurance contract or identification number | UH2809 | Number of Individuals Covered | 22 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $23,223 | Total amount of fees paid to insurance company | USD $573,823 | Commission paid to Insurance Broker | USD $23,223 | Amount paid for insurance broker fees | 573823 | Insurance broker name | ANTHONY NEGRI |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152801 |
Policy instance | 5 |
Insurance contract or identification number | 1071152801 | Number of Individuals Covered | 142 | Insurance policy start date | 2012-08-11 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $664 | Total amount of fees paid to insurance company | USD $7,789 | Commission paid to Insurance Broker | USD $664 | Amount paid for insurance broker fees | 7789 | Insurance broker name | ANTHONY HEGRI |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05343409 |
Policy instance | 4 |
Insurance contract or identification number | TS05343409 | Number of Individuals Covered | 239 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $2,089 | Total amount of fees paid to insurance company | USD $21,058 | Health Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $2,089 | Amount paid for insurance broker fees | 21058 | Insurance broker name | ANTHONY NEGRI |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152000 |
Policy instance | 3 |
Insurance contract or identification number | 1071152000 | Number of Individuals Covered | 124 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $22,194 | Total amount of fees paid to insurance company | USD $684,463 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | E.P.O. CONTRACT | Commission paid to Insurance Broker | USD $22,194 | Amount paid for insurance broker fees | 684463 | Insurance broker name | ANTHONY NEGRI |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152001 |
Policy instance | 2 |
Insurance contract or identification number | 1071152001 | Number of Individuals Covered | 184 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $53,625 | Total amount of fees paid to insurance company | USD $1,216,171 | Health Insurance Welfare Benefit | Yes | Commission paid to Insurance Broker | USD $53,625 | Amount paid for insurance broker fees | 1216171 | Additional information about fees paid to insurance broker | COMPREHENSIVE MEDICALINSURANCE | Insurance broker name | ANTHONY NEGRI |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 663P1W5ZW |
Policy instance | 1 |
Insurance contract or identification number | 663P1W5ZW | Number of Individuals Covered | 75 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $19,823 | Total amount of fees paid to insurance company | USD $495,587 | Commission paid to Insurance Broker | USD $19,823 | Amount paid for insurance broker fees | 495587 | Insurance broker name | ANTHONY NEGRI |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | UH2809 |
Policy instance | 5 |
Insurance contract or identification number | UH2809 | Number of Individuals Covered | 36 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $27,660 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152801 |
Policy instance | 4 |
Insurance contract or identification number | 1071152801 | Number of Individuals Covered | 162 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $611 |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | TS05343409 |
Policy instance | 3 |
Insurance contract or identification number | TS05343409 | Number of Individuals Covered | 241 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $6,372 | Health Insurance Welfare Benefit | Yes |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152000 |
Policy instance | 2 |
Insurance contract or identification number | 1071152000 | Number of Individuals Covered | 162 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $7,891 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | E.P.O. CONTRACT |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152001 |
Policy instance | 1 |
Insurance contract or identification number | 1071152001 | Number of Individuals Covered | 137 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $34,931 | Health Insurance Welfare Benefit | Yes |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | TS05343409 |
Policy instance | 6 |
Insurance contract or identification number | TS05343409 | Number of Individuals Covered | 241 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Health Insurance Welfare Benefit | Yes |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | TS05343409 |
Policy instance | 7 |
Insurance contract or identification number | TS05343409 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $193 | Health Insurance Welfare Benefit | Yes |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | UH2809 |
Policy instance | 6 |
Insurance contract or identification number | UH2809 | Number of Individuals Covered | 57 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $37,444 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152800 |
Policy instance | 5 |
Insurance contract or identification number | 1071152800 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $11 |
|
WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | G1922 |
Policy instance | 4 |
Insurance contract or identification number | G1922 | Number of Individuals Covered | 39 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $6,079 | Health Insurance Welfare Benefit | Yes |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152000 |
Policy instance | 3 |
Insurance contract or identification number | 1071152000 | Number of Individuals Covered | 172 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $33,327 | Total amount of fees paid to insurance company | USD $1,011,719 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | E.P.O. CONTRACT |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1071152001 |
Policy instance | 2 |
Insurance contract or identification number | 1071152001 | Number of Individuals Covered | 49 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $8,781 | Total amount of fees paid to insurance company | USD $245,363 | Health Insurance Welfare Benefit | Yes |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | AQ05112084 |
Policy instance | 1 |
Insurance contract or identification number | AQ05112084 | Number of Individuals Covered | 269 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-04-30 | Contracts With Unallocated Funds Deposit Administration | 1 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADAD |
|