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BRICKLAYERS INSURANCE AND WELFARE FUND 401k Plan overview

Plan NameBRICKLAYERS INSURANCE AND WELFARE FUND
Plan identification number 501

BRICKLAYERS INSURANCE AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES OF BRICKLAYERS INSURANCE AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF BRICKLAYERS INSURANCE AND WELFARE FUND
Employer identification number (EIN):131575218
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRICKLAYERS INSURANCE AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JACK ARGILA2023-10-11 JOHN F. O'HARE2023-10-11
5012021-01-01JACK ARGILA2022-09-07 JOHN F. O'HARE2022-09-07
5012020-01-01JACK ARGILA2021-09-29 JOHN F. O'HARE2021-10-03
5012019-01-01JACK ARGILA2020-09-08 JOHN O'HARE2020-09-08
5012018-01-01JEREMIAH SULLIVAN2019-10-08 PAUL J. OBRIEN2019-10-08
5012017-01-01
5012016-01-01
5012015-01-01CAROL WESTFALL
5012014-01-01CAROL WESTFALL
5012013-01-01CAROL WESTFALL
5012012-01-01CAROL WESTFALL
5012011-01-01CAROL WESTFALL
5012009-01-01VINCENT F. PANETTIERI
5012009-01-01VINCENT F. PANETTIERI
5012009-01-01VINCENT F. PANETTIERI

Plan Statistics for BRICKLAYERS INSURANCE AND WELFARE FUND

401k plan membership statisitcs for BRICKLAYERS INSURANCE AND WELFARE FUND

Measure Date Value
2022: BRICKLAYERS INSURANCE AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01841
Total number of active participants reported on line 7a of the Form 55002022-01-01903
Total of all active and inactive participants2022-01-01903
Number of employers contributing to the scheme2022-01-01249
2021: BRICKLAYERS INSURANCE AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,090
Total number of active participants reported on line 7a of the Form 55002021-01-01841
Total of all active and inactive participants2021-01-01841
Number of employers contributing to the scheme2021-01-01276
2020: BRICKLAYERS INSURANCE AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,067
Total number of active participants reported on line 7a of the Form 55002020-01-011,090
Total of all active and inactive participants2020-01-011,090
Number of employers contributing to the scheme2020-01-01224
2019: BRICKLAYERS INSURANCE AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,046
Total number of active participants reported on line 7a of the Form 55002019-01-011,067
Total of all active and inactive participants2019-01-011,067
Number of employers contributing to the scheme2019-01-01251
2018: BRICKLAYERS INSURANCE AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,101
Total number of active participants reported on line 7a of the Form 55002018-01-011,046
Total of all active and inactive participants2018-01-011,046
Number of employers contributing to the scheme2018-01-01409
2017: BRICKLAYERS INSURANCE AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,056
Total number of active participants reported on line 7a of the Form 55002017-01-011,101
Total of all active and inactive participants2017-01-011,101
Number of employers contributing to the scheme2017-01-01430
2016: BRICKLAYERS INSURANCE AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,022
Total number of active participants reported on line 7a of the Form 55002016-01-011,056
Total of all active and inactive participants2016-01-011,056
Number of employers contributing to the scheme2016-01-01405
2015: BRICKLAYERS INSURANCE AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01937
Total number of active participants reported on line 7a of the Form 55002015-01-011,022
Total of all active and inactive participants2015-01-011,022
Number of employers contributing to the scheme2015-01-01338
2014: BRICKLAYERS INSURANCE AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,060
Total number of active participants reported on line 7a of the Form 55002014-01-01937
Total of all active and inactive participants2014-01-01937
Number of employers contributing to the scheme2014-01-01301
2013: BRICKLAYERS INSURANCE AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,722
Total number of active participants reported on line 7a of the Form 55002013-01-011,060
Number of retired or separated participants receiving benefits2013-01-010
Total of all active and inactive participants2013-01-011,060
Number of employers contributing to the scheme2013-01-01263
2012: BRICKLAYERS INSURANCE AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,811
Total number of active participants reported on line 7a of the Form 55002012-01-011,118
Number of retired or separated participants receiving benefits2012-01-01604
Total of all active and inactive participants2012-01-011,722
2011: BRICKLAYERS INSURANCE AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,859
Total number of active participants reported on line 7a of the Form 55002011-01-011,265
Number of retired or separated participants receiving benefits2011-01-01546
Total of all active and inactive participants2011-01-011,811
2009: BRICKLAYERS INSURANCE AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,211
Total number of active participants reported on line 7a of the Form 55002009-01-011,664
Number of retired or separated participants receiving benefits2009-01-01643
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,307

Financial Data on BRICKLAYERS INSURANCE AND WELFARE FUND

Measure Date Value
2022 : BRICKLAYERS INSURANCE AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-841,777
Total unrealized appreciation/depreciation of assets2022-12-31$-841,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,524,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,840,913
Total income from all sources (including contributions)2022-12-31$18,162,174
Total loss/gain on sale of assets2022-12-31$-48,513
Total of all expenses incurred2022-12-31$24,646,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,001,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,874,976
Value of total assets at end of year2022-12-31$27,173,962
Value of total assets at beginning of year2022-12-31$33,973,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,644,980
Total interest from all sources2022-12-31$513,147
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$213,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$213,086
Administrative expenses professional fees incurred2022-12-31$573,228
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,024,634
Participant contributions at end of year2022-12-31$1,555,000
Participant contributions at beginning of year2022-12-31$1,332,000
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$91,651
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$-2,718,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,561,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,894,569
Other income not declared elsewhere2022-12-31$162,218
Administrative expenses (other) incurred2022-12-31$1,034,198
Liabilities. Value of operating payables at end of year2022-12-31$154,947
Liabilities. Value of operating payables at beginning of year2022-12-31$347,333
Total non interest bearing cash at end of year2022-12-31$1,254,202
Total non interest bearing cash at beginning of year2022-12-31$539,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,483,864
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,649,041
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,132,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,076,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,372,222
Interest earned on other investments2022-12-31$292,997
Income. Interest from US Government securities2022-12-31$66,438
Income. Interest from corporate debt instruments2022-12-31$150,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,538,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,840,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,840,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,351,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,272,319
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$547,409
Asset value of US Government securities at end of year2022-12-31$1,958,078
Asset value of US Government securities at beginning of year2022-12-31$2,423,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,710,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$11,850,342
Employer contributions (assets) at end of year2022-12-31$3,050,000
Employer contributions (assets) at beginning of year2022-12-31$2,572,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,171,896
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$1,156,613
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$906,460
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$3,415,444
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$4,442,883
Liabilities. Value of benefit claims payable at end of year2022-12-31$7,369,974
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$7,493,580
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$256,238
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$286,768
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,093,925
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,142,438
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2022-12-31131577780
2021 : BRICKLAYERS INSURANCE AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-201,147
Total unrealized appreciation/depreciation of assets2021-12-31$-201,147
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,840,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,414,890
Total income from all sources (including contributions)2021-12-31$22,860,510
Total loss/gain on sale of assets2021-12-31$-9,410
Total of all expenses incurred2021-12-31$24,956,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,318,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,258,784
Value of total assets at end of year2021-12-31$33,973,818
Value of total assets at beginning of year2021-12-31$34,643,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,638,063
Total interest from all sources2021-12-31$530,407
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$435,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$435,306
Administrative expenses professional fees incurred2021-12-31$580,523
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,654,947
Participant contributions at end of year2021-12-31$1,332,000
Participant contributions at beginning of year2021-12-31$1,025,000
Assets. Other investments not covered elsewhere at end of year2021-12-31$91,651
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$94,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,894,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,256,124
Administrative expenses (other) incurred2021-12-31$1,018,631
Liabilities. Value of operating payables at end of year2021-12-31$347,333
Liabilities. Value of operating payables at beginning of year2021-12-31$164,967
Total non interest bearing cash at end of year2021-12-31$539,127
Total non interest bearing cash at beginning of year2021-12-31$249,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,095,646
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,132,905
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,228,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$38,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,372,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,738,083
Interest earned on other investments2021-12-31$285,980
Income. Interest from US Government securities2021-12-31$73,247
Income. Interest from corporate debt instruments2021-12-31$169,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,840,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,683,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,683,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,272,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,311,032
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$534,418
Asset value of US Government securities at end of year2021-12-31$2,423,248
Asset value of US Government securities at beginning of year2021-12-31$2,935,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,846,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,603,837
Employer contributions (assets) at end of year2021-12-31$2,572,000
Employer contributions (assets) at beginning of year2021-12-31$2,420,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,783,675
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$906,460
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,248,872
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$4,442,883
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$4,362,589
Liabilities. Value of benefit claims payable at end of year2021-12-31$7,493,580
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$6,249,923
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$286,768
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$318,544
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$11,103,682
Aggregate carrying amount (costs) on sale of assets2021-12-31$11,113,092
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-12-31131577780
2020 : BRICKLAYERS INSURANCE AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$242,945
Total unrealized appreciation/depreciation of assets2020-12-31$242,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,414,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,089,143
Total income from all sources (including contributions)2020-12-31$17,945,148
Total loss/gain on sale of assets2020-12-31$-467,474
Total of all expenses incurred2020-12-31$19,389,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,796,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,159,696
Value of total assets at end of year2020-12-31$34,643,441
Value of total assets at beginning of year2020-12-31$37,761,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,592,334
Total interest from all sources2020-12-31$544,918
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$303,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$247,747
Administrative expenses professional fees incurred2020-12-31$563,723
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,607,959
Participant contributions at end of year2020-12-31$1,025,000
Participant contributions at beginning of year2020-12-31$1,279,000
Assets. Other investments not covered elsewhere at end of year2020-12-31$94,070
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$194,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,256,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,700,567
Administrative expenses (other) incurred2020-12-31$990,916
Liabilities. Value of operating payables at end of year2020-12-31$164,967
Liabilities. Value of operating payables at beginning of year2020-12-31$122,423
Total non interest bearing cash at end of year2020-12-31$249,409
Total non interest bearing cash at beginning of year2020-12-31$1,014,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,443,871
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,228,551
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,672,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,738,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,564,796
Interest earned on other investments2020-12-31$264,776
Income. Interest from US Government securities2020-12-31$141,928
Income. Interest from corporate debt instruments2020-12-31$135,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,683,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,373,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,373,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,311,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,466,139
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$692,174
Asset value of US Government securities at end of year2020-12-31$2,935,977
Asset value of US Government securities at beginning of year2020-12-31$4,621,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,161,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,551,737
Employer contributions (assets) at end of year2020-12-31$2,420,000
Employer contributions (assets) at beginning of year2020-12-31$3,169,000
Income. Dividends from common stock2020-12-31$55,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,104,511
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,248,872
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$952,838
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$4,362,589
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$2,772,587
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,328,799
Liabilities. Value of benefit claims payable at end of year2020-12-31$6,249,923
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$7,966,720
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$318,544
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$323,604
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$11,604,659
Aggregate carrying amount (costs) on sale of assets2020-12-31$12,072,133
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-12-31131577780
2019 : BRICKLAYERS INSURANCE AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$659,407
Total unrealized appreciation/depreciation of assets2019-12-31$659,407
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,089,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,066,579
Total income from all sources (including contributions)2019-12-31$25,990,439
Total loss/gain on sale of assets2019-12-31$301,552
Total of all expenses incurred2019-12-31$23,662,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,102,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,842,444
Value of total assets at end of year2019-12-31$37,761,565
Value of total assets at beginning of year2019-12-31$35,411,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,560,382
Total interest from all sources2019-12-31$599,920
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$255,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$164,325
Administrative expenses professional fees incurred2019-12-31$571,864
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,412,337
Participant contributions at end of year2019-12-31$1,279,000
Participant contributions at beginning of year2019-12-31$1,547,000
Assets. Other investments not covered elsewhere at end of year2019-12-31$194,075
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$187,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,700,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,387,336
Administrative expenses (other) incurred2019-12-31$942,346
Liabilities. Value of operating payables at end of year2019-12-31$122,423
Liabilities. Value of operating payables at beginning of year2019-12-31$176,170
Total non interest bearing cash at end of year2019-12-31$1,014,885
Total non interest bearing cash at beginning of year2019-12-31$1,703,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,327,463
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,672,422
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,344,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$46,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,564,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,004,955
Interest earned on other investments2019-12-31$335,438
Income. Interest from US Government securities2019-12-31$95,322
Income. Interest from corporate debt instruments2019-12-31$166,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,373,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,738,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,738,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,466,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,266,043
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$724,989
Asset value of US Government securities at end of year2019-12-31$4,621,302
Asset value of US Government securities at beginning of year2019-12-31$2,909,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,331,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,430,107
Employer contributions (assets) at end of year2019-12-31$3,169,000
Employer contributions (assets) at beginning of year2019-12-31$3,866,000
Income. Dividends from common stock2019-12-31$91,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,377,605
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$952,838
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$1,540,984
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,772,587
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,566,136
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,328,799
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,431,856
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,966,720
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$7,890,409
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$323,604
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$261,571
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,820,795
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,519,243
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2019-12-31131577780
2018 : BRICKLAYERS INSURANCE AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-529,370
Total unrealized appreciation/depreciation of assets2018-12-31$-529,370
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,066,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,253,460
Total income from all sources (including contributions)2018-12-31$22,909,248
Total loss/gain on sale of assets2018-12-31$277,040
Total of all expenses incurred2018-12-31$23,709,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,106,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,644,976
Value of total assets at end of year2018-12-31$35,411,538
Value of total assets at beginning of year2018-12-31$36,398,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,602,086
Total interest from all sources2018-12-31$473,745
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$194,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$104,392
Administrative expenses professional fees incurred2018-12-31$584,580
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,195,745
Participant contributions at end of year2018-12-31$1,547,000
Participant contributions at beginning of year2018-12-31$1,435,000
Assets. Other investments not covered elsewhere at end of year2018-12-31$187,222
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$160,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,387,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,959,360
Administrative expenses (other) incurred2018-12-31$972,045
Liabilities. Value of operating payables at end of year2018-12-31$176,170
Liabilities. Value of operating payables at beginning of year2018-12-31$263,603
Total non interest bearing cash at end of year2018-12-31$1,703,989
Total non interest bearing cash at beginning of year2018-12-31$2,856,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-799,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,344,959
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,144,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$45,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,004,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$518,226
Interest earned on other investments2018-12-31$264,380
Income. Interest from US Government securities2018-12-31$53,081
Income. Interest from corporate debt instruments2018-12-31$152,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,738,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,926,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,926,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,266,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,073,043
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$842,766
Asset value of US Government securities at end of year2018-12-31$2,909,727
Asset value of US Government securities at beginning of year2018-12-31$2,613,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-151,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15,449,231
Employer contributions (assets) at end of year2018-12-31$3,866,000
Employer contributions (assets) at beginning of year2018-12-31$3,433,000
Income. Dividends from common stock2018-12-31$90,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,264,150
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$1,540,984
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$1,594,973
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$2,566,136
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,684,686
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,431,856
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$7,920,050
Liabilities. Value of benefit claims payable at end of year2018-12-31$7,890,409
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,989,857
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$261,571
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$222,154
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$7,712,335
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,435,295
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2018-12-31131577780
2017 : BRICKLAYERS INSURANCE AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$826,996
Total unrealized appreciation/depreciation of assets2017-12-31$826,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,253,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,203,613
Total income from all sources (including contributions)2017-12-31$23,876,677
Total loss/gain on sale of assets2017-12-31$285,764
Total of all expenses incurred2017-12-31$23,098,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$21,523,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,153,142
Value of total assets at end of year2017-12-31$36,398,173
Value of total assets at beginning of year2017-12-31$34,569,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,574,883
Total interest from all sources2017-12-31$439,425
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$171,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$434,944
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,273,693
Participant contributions at end of year2017-12-31$1,435,000
Participant contributions at beginning of year2017-12-31$1,972,000
Assets. Other investments not covered elsewhere at end of year2017-12-31$160,254
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$185,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,959,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,376,648
Administrative expenses (other) incurred2017-12-31$1,059,919
Liabilities. Value of operating payables at end of year2017-12-31$263,603
Liabilities. Value of operating payables at beginning of year2017-12-31$176,015
Total non interest bearing cash at end of year2017-12-31$2,856,877
Total non interest bearing cash at beginning of year2017-12-31$1,162,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$778,647
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,144,713
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,366,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$80,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$518,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$653,945
Interest earned on other investments2017-12-31$236,195
Income. Interest from US Government securities2017-12-31$47,355
Income. Interest from corporate debt instruments2017-12-31$150,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,926,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,565,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,565,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,073,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,902,104
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$917,078
Asset value of US Government securities at end of year2017-12-31$2,613,737
Asset value of US Government securities at beginning of year2017-12-31$2,391,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$14,879,449
Employer contributions (assets) at end of year2017-12-31$3,433,000
Employer contributions (assets) at beginning of year2017-12-31$4,527,000
Income. Dividends from common stock2017-12-31$171,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,606,069
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$1,594,973
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,619,912
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,684,686
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,571,496
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$7,920,050
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$7,536,076
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,989,857
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$7,027,598
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$222,154
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$105,425
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$6,778,208
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,492,444
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-12-31131577780
2016 : BRICKLAYERS INSURANCE AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$643,938
Total unrealized appreciation/depreciation of assets2016-12-31$643,938
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,203,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,616,128
Total income from all sources (including contributions)2016-12-31$25,816,944
Total loss/gain on sale of assets2016-12-31$-108,320
Total of all expenses incurred2016-12-31$21,800,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,320,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,739,012
Value of total assets at end of year2016-12-31$34,569,679
Value of total assets at beginning of year2016-12-31$30,966,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,480,215
Total interest from all sources2016-12-31$388,039
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$152,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$470,192
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,240,326
Participant contributions at end of year2016-12-31$1,972,000
Participant contributions at beginning of year2016-12-31$1,952,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$185,075
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$26,332
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$-1,495,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,376,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,001,524
Administrative expenses (other) incurred2016-12-31$935,782
Liabilities. Value of operating payables at end of year2016-12-31$176,015
Liabilities. Value of operating payables at beginning of year2016-12-31$274,009
Total non interest bearing cash at end of year2016-12-31$1,162,542
Total non interest bearing cash at beginning of year2016-12-31$1,642,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,016,171
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,366,066
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,349,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$74,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$653,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$550,100
Interest earned on other investments2016-12-31$190,948
Income. Interest from US Government securities2016-12-31$37,788
Income. Interest from corporate debt instruments2016-12-31$158,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,565,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,285,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,285,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,902,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,747,476
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$673,690
Asset value of US Government securities at end of year2016-12-31$2,391,766
Asset value of US Government securities at beginning of year2016-12-31$1,905,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$16,498,686
Employer contributions (assets) at end of year2016-12-31$4,527,000
Employer contributions (assets) at beginning of year2016-12-31$4,415,000
Income. Dividends from common stock2016-12-31$152,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,142,593
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,619,912
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,173,179
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,571,496
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$3,076,088
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$7,536,076
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$7,161,735
Liabilities. Value of benefit claims payable at end of year2016-12-31$7,027,598
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$7,342,119
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$105,425
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$29,335
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$16,040,518
Aggregate carrying amount (costs) on sale of assets2016-12-31$16,148,838
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-12-31131577780
2015 : BRICKLAYERS INSURANCE AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-528,438
Total unrealized appreciation/depreciation of assets2015-12-31$-528,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,616,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,752,297
Total income from all sources (including contributions)2015-12-31$21,355,932
Total loss/gain on sale of assets2015-12-31$128,292
Total of all expenses incurred2015-12-31$20,967,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,558,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,259,823
Value of total assets at end of year2015-12-31$30,966,023
Value of total assets at beginning of year2015-12-31$28,713,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,409,302
Total interest from all sources2015-12-31$372,894
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$123,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$445,047
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,233,601
Participant contributions at end of year2015-12-31$1,952,000
Participant contributions at beginning of year2015-12-31$1,368,000
Assets. Other investments not covered elsewhere at end of year2015-12-31$26,332
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$27,419
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$-1,682,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,001,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,340,118
Administrative expenses (other) incurred2015-12-31$891,511
Liabilities. Value of operating payables at end of year2015-12-31$274,009
Liabilities. Value of operating payables at beginning of year2015-12-31$209,804
Total non interest bearing cash at end of year2015-12-31$1,642,776
Total non interest bearing cash at beginning of year2015-12-31$1,776,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$388,447
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,349,895
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,961,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$72,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$550,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$790,889
Interest earned on other investments2015-12-31$180,328
Income. Interest from US Government securities2015-12-31$35,440
Income. Interest from corporate debt instruments2015-12-31$156,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,285,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$806,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$806,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,747,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,765,449
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$658,354
Asset value of US Government securities at end of year2015-12-31$1,905,182
Asset value of US Government securities at beginning of year2015-12-31$2,336,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,026,222
Employer contributions (assets) at end of year2015-12-31$4,415,000
Employer contributions (assets) at beginning of year2015-12-31$3,309,000
Income. Dividends from common stock2015-12-31$123,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,582,385
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,173,179
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$1,600,789
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$3,076,088
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,431,723
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$7,161,735
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$7,128,150
Liabilities. Value of benefit claims payable at end of year2015-12-31$7,342,119
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,542,493
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$29,335
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$32,406
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$11,178,340
Aggregate carrying amount (costs) on sale of assets2015-12-31$11,050,048
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2015-12-31131577780
2014 : BRICKLAYERS INSURANCE AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,014,421
Total unrealized appreciation/depreciation of assets2014-12-31$1,014,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,752,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,798,943
Total income from all sources (including contributions)2014-12-31$20,942,790
Total loss/gain on sale of assets2014-12-31$171,906
Total of all expenses incurred2014-12-31$19,802,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,380,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,266,796
Value of total assets at end of year2014-12-31$28,713,745
Value of total assets at beginning of year2014-12-31$27,619,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,421,635
Total interest from all sources2014-12-31$386,277
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$103,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$421,199
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,377,189
Participant contributions at end of year2014-12-31$1,368,000
Participant contributions at beginning of year2014-12-31$1,119,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$27,419
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$118,616
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$-1,883,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,340,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,178,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$126,185
Administrative expenses (other) incurred2014-12-31$925,504
Liabilities. Value of operating payables at end of year2014-12-31$209,804
Liabilities. Value of operating payables at beginning of year2014-12-31$263,268
Total non interest bearing cash at end of year2014-12-31$1,776,506
Total non interest bearing cash at beginning of year2014-12-31$1,165,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,140,490
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,961,448
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,820,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$74,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$790,889
Interest earned on other investments2014-12-31$176,392
Income. Interest from US Government securities2014-12-31$45,120
Income. Interest from corporate debt instruments2014-12-31$163,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$806,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,967,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,967,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,765,449
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$681,276
Asset value of US Government securities at end of year2014-12-31$2,336,815
Asset value of US Government securities at beginning of year2014-12-31$3,757,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,889,607
Employer contributions (assets) at end of year2014-12-31$3,309,000
Employer contributions (assets) at beginning of year2014-12-31$2,726,000
Income. Dividends from common stock2014-12-31$103,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,582,683
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$1,600,789
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$3,689,891
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,431,723
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,646,701
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$7,128,150
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,229,472
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,542,493
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,409,490
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$32,406
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$20,981
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$14,630,916
Aggregate carrying amount (costs) on sale of assets2014-12-31$14,459,010
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2014-12-31131577780
2013 : BRICKLAYERS INSURANCE AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,145,726
Total unrealized appreciation/depreciation of assets2013-12-31$1,145,726
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,798,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,070,581
Total income from all sources (including contributions)2013-12-31$18,903,201
Total loss/gain on sale of assets2013-12-31$-118,115
Total of all expenses incurred2013-12-31$18,834,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,316,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,426,233
Value of total assets at end of year2013-12-31$27,619,901
Value of total assets at beginning of year2013-12-31$27,822,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,518,303
Total interest from all sources2013-12-31$346,855
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$102,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$450,359
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,148,373
Participant contributions at end of year2013-12-31$1,119,000
Participant contributions at beginning of year2013-12-31$1,442,000
Assets. Other investments not covered elsewhere at end of year2013-12-31$118,616
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$252,878
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$-2,022,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,178,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,080,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$126,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,146
Administrative expenses (other) incurred2013-12-31$992,180
Liabilities. Value of operating payables at end of year2013-12-31$263,268
Liabilities. Value of operating payables at beginning of year2013-12-31$379,635
Total non interest bearing cash at end of year2013-12-31$1,165,513
Total non interest bearing cash at beginning of year2013-12-31$2,287,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$68,892
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,820,958
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,752,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$75,764
Interest earned on other investments2013-12-31$38,145
Income. Interest from US Government securities2013-12-31$76,332
Income. Interest from corporate debt instruments2013-12-31$228,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,967,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,358,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,358,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,156
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,495,578
Asset value of US Government securities at end of year2013-12-31$3,757,399
Asset value of US Government securities at beginning of year2013-12-31$4,625,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,277,860
Employer contributions (assets) at end of year2013-12-31$2,726,000
Employer contributions (assets) at beginning of year2013-12-31$3,186,000
Income. Dividends from common stock2013-12-31$102,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,842,969
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$3,689,891
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$2,871,923
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,646,701
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,798,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,229,472
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,911,408
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,409,490
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,676,800
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$20,981
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$7,767
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$11,532,598
Aggregate carrying amount (costs) on sale of assets2013-12-31$11,650,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2013-12-31131577780
2012 : BRICKLAYERS INSURANCE AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$478,007
Total unrealized appreciation/depreciation of assets2012-12-31$478,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,070,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,420,632
Total income from all sources (including contributions)2012-12-31$22,000,326
Total loss/gain on sale of assets2012-12-31$525,336
Total of all expenses incurred2012-12-31$20,842,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,178,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,471,195
Value of total assets at end of year2012-12-31$27,822,647
Value of total assets at beginning of year2012-12-31$26,015,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,664,297
Total interest from all sources2012-12-31$421,568
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$104,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$442,288
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,077,458
Participant contributions at end of year2012-12-31$1,442,000
Participant contributions at beginning of year2012-12-31$1,472,000
Assets. Other investments not covered elsewhere at end of year2012-12-31$252,878
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$247,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,080,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,937,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$29,815
Administrative expenses (other) incurred2012-12-31$1,139,260
Liabilities. Value of operating payables at end of year2012-12-31$379,635
Liabilities. Value of operating payables at beginning of year2012-12-31$245,017
Total non interest bearing cash at end of year2012-12-31$2,287,816
Total non interest bearing cash at beginning of year2012-12-31$2,119,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,157,437
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,752,066
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,594,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$82,749
Interest earned on other investments2012-12-31$74,451
Income. Interest from US Government securities2012-12-31$99,887
Income. Interest from corporate debt instruments2012-12-31$239,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,358,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,641,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,641,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,763
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,595,924
Asset value of US Government securities at end of year2012-12-31$4,625,515
Asset value of US Government securities at beginning of year2012-12-31$5,364,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,393,737
Employer contributions (assets) at end of year2012-12-31$3,186,000
Employer contributions (assets) at beginning of year2012-12-31$3,227,000
Income. Dividends from common stock2012-12-31$104,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,582,668
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$2,871,923
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$2,345,903
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,798,367
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,442,141
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,911,408
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,209,241
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,676,800
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,145,800
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$7,767
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$8,767
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$12,720,186
Aggregate carrying amount (costs) on sale of assets2012-12-31$12,194,850
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-12-31131577780
2011 : BRICKLAYERS INSURANCE AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-42,883
Total unrealized appreciation/depreciation of assets2011-12-31$-42,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,420,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,352,409
Total income from all sources (including contributions)2011-12-31$18,153,933
Total loss/gain on sale of assets2011-12-31$47,881
Total of all expenses incurred2011-12-31$22,265,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,623,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,559,379
Value of total assets at end of year2011-12-31$26,015,261
Value of total assets at beginning of year2011-12-31$30,058,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,641,986
Total interest from all sources2011-12-31$516,095
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$73,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$386,703
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,280,975
Participant contributions at end of year2011-12-31$1,472,000
Participant contributions at beginning of year2011-12-31$1,234,000
Assets. Other investments not covered elsewhere at end of year2011-12-31$247,090
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$279,667
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,968
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,937,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,258,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$29,815
Administrative expenses (other) incurred2011-12-31$1,164,938
Liabilities. Value of operating payables at end of year2011-12-31$245,017
Liabilities. Value of operating payables at beginning of year2011-12-31$341,309
Total non interest bearing cash at end of year2011-12-31$2,119,962
Total non interest bearing cash at beginning of year2011-12-31$1,157,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,111,692
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,594,629
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,706,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$90,345
Interest earned on other investments2011-12-31$41,247
Income. Interest from US Government securities2011-12-31$158,025
Income. Interest from corporate debt instruments2011-12-31$306,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,641,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,540,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,540,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9,987
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$6,370,369
Asset value of US Government securities at end of year2011-12-31$5,364,534
Asset value of US Government securities at beginning of year2011-12-31$6,603,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,257,436
Employer contributions (assets) at end of year2011-12-31$3,227,000
Employer contributions (assets) at beginning of year2011-12-31$2,538,000
Income. Dividends from common stock2011-12-31$73,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,253,270
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$2,345,903
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$3,762,828
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,442,141
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,837,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,209,241
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,837,821
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,145,800
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,011,100
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$8,767
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$9,767
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$22,129,206
Aggregate carrying amount (costs) on sale of assets2011-12-31$22,081,325
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2011-12-31131577780
2010 : BRICKLAYERS INSURANCE AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,261,715
Total unrealized appreciation/depreciation of assets2010-12-31$1,261,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,352,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,819,397
Total income from all sources (including contributions)2010-12-31$20,804,511
Total loss/gain on sale of assets2010-12-31$469,842
Total of all expenses incurred2010-12-31$24,825,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,096,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,203,705
Value of total assets at end of year2010-12-31$30,058,730
Value of total assets at beginning of year2010-12-31$36,547,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,728,857
Total interest from all sources2010-12-31$765,501
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$103,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$370,123
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,791,361
Participant contributions at end of year2010-12-31$1,234,000
Participant contributions at beginning of year2010-12-31$1,863,000
Assets. Other investments not covered elsewhere at end of year2010-12-31$279,667
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$668,009
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$58,542
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,258,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,236,113
Administrative expenses (other) incurred2010-12-31$1,249,392
Liabilities. Value of operating payables at end of year2010-12-31$341,309
Liabilities. Value of operating payables at beginning of year2010-12-31$276,897
Total non interest bearing cash at end of year2010-12-31$1,157,163
Total non interest bearing cash at beginning of year2010-12-31$564,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-4,021,311
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,706,321
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,727,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$109,342
Interest earned on other investments2010-12-31$49,250
Income. Interest from US Government securities2010-12-31$242,978
Income. Interest from corporate debt instruments2010-12-31$432,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,540,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,897,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,897,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$40,454
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$7,649,275
Asset value of US Government securities at end of year2010-12-31$6,603,147
Asset value of US Government securities at beginning of year2010-12-31$8,336,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,353,802
Employer contributions (assets) at end of year2010-12-31$2,538,000
Employer contributions (assets) at beginning of year2010-12-31$3,094,000
Income. Dividends from common stock2010-12-31$103,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,447,690
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$3,762,828
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$3,487,750
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,837,154
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,449,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$6,837,821
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$7,939,990
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,011,100
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$7,542,500
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$9,767
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$10,767
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$22,614,312
Aggregate carrying amount (costs) on sale of assets2010-12-31$22,144,470
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2010-12-31131577780

Form 5500 Responses for BRICKLAYERS INSURANCE AND WELFARE FUND

2022: BRICKLAYERS INSURANCE AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRICKLAYERS INSURANCE AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRICKLAYERS INSURANCE AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRICKLAYERS INSURANCE AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRICKLAYERS INSURANCE AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRICKLAYERS INSURANCE AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRICKLAYERS INSURANCE AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRICKLAYERS INSURANCE AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRICKLAYERS INSURANCE AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRICKLAYERS INSURANCE AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRICKLAYERS INSURANCE AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRICKLAYERS INSURANCE AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRICKLAYERS INSURANCE AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10242
Policy instance 2
Insurance contract or identification numberSL10242
Number of Individuals Covered937
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $32,645
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $542,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,645
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069011
Policy instance 1
Insurance contract or identification number069011
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10242
Policy instance 2
Insurance contract or identification numberSL10242
Number of Individuals Covered883
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $34,931
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $564,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,931
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069011
Policy instance 1
Insurance contract or identification number069011
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10242
Policy instance 2
Insurance contract or identification numberSL10242
Number of Individuals Covered1112
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $32,015
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $711,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,015
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069011
Policy instance 1
Insurance contract or identification number069011
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10242
Policy instance 2
Insurance contract or identification numberSL10242
Number of Individuals Covered1092
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $33,603
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $746,728
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,603
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069011
Policy instance 1
Insurance contract or identification number069011
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10242
Policy instance 2
Insurance contract or identification numberSL10242
Number of Individuals Covered1180
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $40,619
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $902,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,619
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069011
Policy instance 1
Insurance contract or identification number069011
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10242
Policy instance 2
Insurance contract or identification numberSL10242
Number of Individuals Covered1193
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $43,914
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $975,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,914
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE SEGAL COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069011
Policy instance 1
Insurance contract or identification number069011
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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