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32BJ NORTH HEALTH FUND 401k Plan overview

Plan Name32BJ NORTH HEALTH FUND
Plan identification number 501

32BJ NORTH HEALTH FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, 32BJ NORTH HEALTH FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, 32BJ NORTH HEALTH FUND
Employer identification number (EIN):131699839
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 32BJ NORTH HEALTH FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01SHIRLEY ALDEBOL2023-10-11 WILLIAM SCHUR2023-10-11
5012021-01-01SHIRLEY ALDEBOL2022-10-12 WILLIAM SCHUR2022-10-12
5012020-01-01SHIRLEY ALDEBOL2021-10-06 WILLIAM SCHUR2021-10-06
5012019-01-01JOHN SANTOS2020-10-04 WILLIAM SCHUR2020-10-04
5012018-01-01JOHN SANTOS2019-10-03 WILLIAM SCHUR2019-10-03
5012017-01-01
5012016-01-01
5012015-01-01KYLE BRAGG
5012014-01-01KYLE BRAGG
5012013-01-01
5012012-01-01KYLE BRAGG WILLIAM SCHUR
5012012-01-01KYLE BRAGG WILLIAM SCHUR
5012011-01-01KYLE BRAGG WILLIAM SCHUR
5012009-01-01KYLE BRAGG EUGENE REISMAN

Plan Statistics for 32BJ NORTH HEALTH FUND

401k plan membership statisitcs for 32BJ NORTH HEALTH FUND

Measure Date Value
2022: 32BJ NORTH HEALTH FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,687
Total number of active participants reported on line 7a of the Form 55002022-01-012,648
Number of retired or separated participants receiving benefits2022-01-0150
Total of all active and inactive participants2022-01-012,698
Number of employers contributing to the scheme2022-01-01722
2021: 32BJ NORTH HEALTH FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,687
Total number of active participants reported on line 7a of the Form 55002021-01-012,648
Number of retired or separated participants receiving benefits2021-01-0137
Total of all active and inactive participants2021-01-012,685
Number of employers contributing to the scheme2021-01-01722
2020: 32BJ NORTH HEALTH FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,879
Total number of active participants reported on line 7a of the Form 55002020-01-012,658
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-012,687
Number of employers contributing to the scheme2020-01-01697
2019: 32BJ NORTH HEALTH FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,976
Total number of active participants reported on line 7a of the Form 55002019-01-012,844
Number of retired or separated participants receiving benefits2019-01-0135
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,879
Number of employers contributing to the scheme2019-01-01781
2018: 32BJ NORTH HEALTH FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,949
Total number of active participants reported on line 7a of the Form 55002018-01-012,940
Number of retired or separated participants receiving benefits2018-01-0136
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,976
Number of employers contributing to the scheme2018-01-01786
2017: 32BJ NORTH HEALTH FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,980
Total number of active participants reported on line 7a of the Form 55002017-01-012,949
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,949
Number of employers contributing to the scheme2017-01-01792
2016: 32BJ NORTH HEALTH FUND 2016 401k membership
Total participants, beginning-of-year2016-01-013,068
Total number of active participants reported on line 7a of the Form 55002016-01-012,980
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,980
Number of employers contributing to the scheme2016-01-01823
2015: 32BJ NORTH HEALTH FUND 2015 401k membership
Total participants, beginning-of-year2015-01-013,231
Total number of active participants reported on line 7a of the Form 55002015-01-013,068
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013,068
Number of employers contributing to the scheme2015-01-01872
2014: 32BJ NORTH HEALTH FUND 2014 401k membership
Total participants, beginning-of-year2014-01-013,272
Total number of active participants reported on line 7a of the Form 55002014-01-013,231
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013,231
Number of employers contributing to the scheme2014-01-01920
2013: 32BJ NORTH HEALTH FUND 2013 401k membership
Total participants, beginning-of-year2013-01-013,123
Total number of active participants reported on line 7a of the Form 55002013-01-013,272
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013,272
Number of employers contributing to the scheme2013-01-01943
2012: 32BJ NORTH HEALTH FUND 2012 401k membership
Total participants, beginning-of-year2012-01-013,338
Total number of active participants reported on line 7a of the Form 55002012-01-013,123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013,123
Number of employers contributing to the scheme2012-01-01939
2011: 32BJ NORTH HEALTH FUND 2011 401k membership
Total participants, beginning-of-year2011-01-013,626
Total number of active participants reported on line 7a of the Form 55002011-01-013,338
Total of all active and inactive participants2011-01-013,338
Number of employers contributing to the scheme2011-01-011,023
2009: 32BJ NORTH HEALTH FUND 2009 401k membership
Total participants, beginning-of-year2009-01-014,306
Total number of active participants reported on line 7a of the Form 55002009-01-013,771
Total of all active and inactive participants2009-01-013,771
Number of employers contributing to the scheme2009-01-011,153

Financial Data on 32BJ NORTH HEALTH FUND

Measure Date Value
2022 : 32BJ NORTH HEALTH FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,800,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,500,772
Total income from all sources (including contributions)2022-12-31$44,033,377
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$45,401,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$43,848,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$48,941,578
Value of total assets at end of year2022-12-31$52,989,187
Value of total assets at beginning of year2022-12-31$54,056,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,552,285
Total interest from all sources2022-12-31$228,682
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,134,765
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$1,134,765
Administrative expenses professional fees incurred2022-12-31$416,217
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$43,693,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,044,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$907,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$348,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$380,787
Administrative expenses (other) incurred2022-12-31$1,099,713
Liabilities. Value of operating payables at end of year2022-12-31$1,083,740
Liabilities. Value of operating payables at beginning of year2022-12-31$958,385
Total non interest bearing cash at end of year2022-12-31$6,438,182
Total non interest bearing cash at beginning of year2022-12-31$5,426,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,367,717
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,188,382
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,556,099
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$36,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,676,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,763,534
Interest earned on other investments2022-12-31$228,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,793
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$155,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,271,648
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$48,941,578
Employer contributions (assets) at end of year2022-12-31$4,608,481
Employer contributions (assets) at beginning of year2022-12-31$4,712,329
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,368,400
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,161,600
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$217,083
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$242,825
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : 32BJ NORTH HEALTH FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,500,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,211,492
Total income from all sources (including contributions)2021-12-31$49,092,771
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$45,469,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$43,935,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$46,716,496
Value of total assets at end of year2021-12-31$54,056,871
Value of total assets at beginning of year2021-12-31$49,144,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,534,329
Total interest from all sources2021-12-31$198,519
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,064,453
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$1,064,453
Administrative expenses professional fees incurred2021-12-31$420,525
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$43,795,408
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$907,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$772,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$380,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$128,201
Administrative expenses (other) incurred2021-12-31$1,077,379
Liabilities. Value of operating payables at end of year2021-12-31$958,385
Liabilities. Value of operating payables at beginning of year2021-12-31$92,491
Total non interest bearing cash at end of year2021-12-31$5,426,368
Total non interest bearing cash at beginning of year2021-12-31$5,972,907
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$3,622,947
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,556,099
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,933,152
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$36,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,763,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,085,750
Interest earned on other investments2021-12-31$198,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,827
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$140,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,113,303
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$46,716,496
Employer contributions (assets) at end of year2021-12-31$4,712,329
Employer contributions (assets) at beginning of year2021-12-31$4,019,478
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,161,600
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,990,800
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$242,825
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$288,937
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : 32BJ NORTH HEALTH FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,211,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,387,805
Total income from all sources (including contributions)2020-12-31$48,852,442
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$43,697,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$42,403,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$45,134,590
Value of total assets at end of year2020-12-31$49,144,644
Value of total assets at beginning of year2020-12-31$44,166,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,294,326
Total interest from all sources2020-12-31$75,036
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$785,095
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$785,095
Administrative expenses professional fees incurred2020-12-31$344,315
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,034
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$9,455
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$42,288,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$772,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$857,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$128,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$187,584
Administrative expenses (other) incurred2020-12-31$913,896
Liabilities. Value of operating payables at end of year2020-12-31$92,491
Liabilities. Value of operating payables at beginning of year2020-12-31$331,421
Total non interest bearing cash at end of year2020-12-31$5,972,907
Total non interest bearing cash at beginning of year2020-12-31$4,339,807
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$5,154,502
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,933,152
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,778,650
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$36,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,085,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,443,217
Interest earned on other investments2020-12-31$75,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,525
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$115,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,857,721
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$45,123,556
Employer contributions (assets) at end of year2020-12-31$4,019,478
Employer contributions (assets) at beginning of year2020-12-31$4,174,302
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,990,800
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,868,800
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$288,937
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$337,743
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WITHUMSMITH+BROWN PC
Accountancy firm EIN2020-12-31222027092
2019 : 32BJ NORTH HEALTH FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,387,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,662,533
Total income from all sources (including contributions)2019-12-31$50,080,265
Total loss/gain on sale of assets2019-12-31$90
Total of all expenses incurred2019-12-31$45,908,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,606,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$45,982,311
Value of total assets at end of year2019-12-31$44,166,455
Value of total assets at beginning of year2019-12-31$39,269,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,301,972
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$984,997
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$984,997
Administrative expenses professional fees incurred2019-12-31$424,852
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$36,063
Participant contributions at end of year2019-12-31$9,455
Participant contributions at beginning of year2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$44,423,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$857,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,550,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$187,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$204,267
Other income not declared elsewhere2019-12-31$47,892
Administrative expenses (other) incurred2019-12-31$847,364
Liabilities. Value of operating payables at end of year2019-12-31$331,421
Liabilities. Value of operating payables at beginning of year2019-12-31$136,266
Total non interest bearing cash at end of year2019-12-31$4,339,807
Total non interest bearing cash at beginning of year2019-12-31$2,845,546
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$4,171,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,778,650
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,607,006
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$29,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,443,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,427,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,247
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$183,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,064,975
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$45,946,248
Employer contributions (assets) at end of year2019-12-31$4,174,302
Employer contributions (assets) at beginning of year2019-12-31$4,028,163
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,868,800
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,322,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$337,743
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$414,253
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$90
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WITHUMSMITH+BROWN PC
Accountancy firm EIN2019-12-31222027092
2018 : 32BJ NORTH HEALTH FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,662,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,615,565
Total income from all sources (including contributions)2018-12-31$43,256,682
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$40,067,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,735,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$43,802,940
Value of total assets at end of year2018-12-31$39,269,539
Value of total assets at beginning of year2018-12-31$36,033,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,331,851
Total interest from all sources2018-12-31$791
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$889,178
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$889,178
Administrative expenses professional fees incurred2018-12-31$441,782
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$61,271
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$38,679,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,550,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$800,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$204,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$45,179
Other income not declared elsewhere2018-12-31$209,041
Administrative expenses (other) incurred2018-12-31$844,905
Liabilities. Value of operating payables at end of year2018-12-31$136,266
Liabilities. Value of operating payables at beginning of year2018-12-31$117,886
Total non interest bearing cash at end of year2018-12-31$2,845,546
Total non interest bearing cash at beginning of year2018-12-31$2,308,417
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$3,189,278
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,607,006
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,417,728
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$45,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,427,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,683,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$791
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$55,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,645,268
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$43,741,669
Employer contributions (assets) at end of year2018-12-31$4,028,163
Employer contributions (assets) at beginning of year2018-12-31$3,778,506
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,322,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,452,500
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$414,253
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$459,572
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
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 name2018-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2018-12-31222027092
2017 : 32BJ NORTH HEALTH FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,615,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,575,183
Total income from all sources (including contributions)2017-12-31$43,254,172
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$39,735,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$38,422,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$41,103,286
Value of total assets at end of year2017-12-31$36,033,293
Value of total assets at beginning of year2017-12-31$32,474,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,313,188
Total interest from all sources2017-12-31$72
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$721,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$721,269
Administrative expenses professional fees incurred2017-12-31$403,365
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$36,297
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$38,204,769
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$800,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$640,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$45,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$195,509
Other income not declared elsewhere2017-12-31$151,745
Administrative expenses (other) incurred2017-12-31$864,801
Liabilities. Value of operating payables at end of year2017-12-31$117,886
Liabilities. Value of operating payables at beginning of year2017-12-31$108,774
Total non interest bearing cash at end of year2017-12-31$2,308,417
Total non interest bearing cash at beginning of year2017-12-31$2,940,389
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$3,518,278
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,417,728
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,899,450
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$45,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,683,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,184,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$72
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$217,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,277,800
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$41,066,989
Employer contributions (assets) at end of year2017-12-31$3,778,506
Employer contributions (assets) at beginning of year2017-12-31$5,238,465
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,452,500
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,270,900
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$459,572
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$468,120
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2017-12-31222027092
2016 : 32BJ NORTH HEALTH FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,575,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,388,629
Total income from all sources (including contributions)2016-12-31$43,218,995
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$38,660,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,927,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$41,055,032
Value of total assets at end of year2016-12-31$32,474,633
Value of total assets at beginning of year2016-12-31$28,729,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,733,175
Total interest from all sources2016-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$658,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$658,619
Administrative expenses professional fees incurred2016-12-31$372,193
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$23,773
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$36,707,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$640,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$441,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$195,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$489,672
Other income not declared elsewhere2016-12-31$801,217
Administrative expenses (other) incurred2016-12-31$1,316,841
Liabilities. Value of operating payables at end of year2016-12-31$108,774
Liabilities. Value of operating payables at beginning of year2016-12-31$90,557
Total non interest bearing cash at end of year2016-12-31$2,940,389
Total non interest bearing cash at beginning of year2016-12-31$2,893,784
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$4,558,677
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,899,450
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,340,773
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$44,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,184,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,306,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$18,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$18,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$219,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$704,125
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$41,031,259
Employer contributions (assets) at end of year2016-12-31$5,238,465
Employer contributions (assets) at beginning of year2016-12-31$3,630,229
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,270,900
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,808,400
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$468,120
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$438,933
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BOND BEEBE, P.C.
Accountancy firm EIN2016-12-31521044197
2015 : 32BJ NORTH HEALTH FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,388,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,729,470
Total income from all sources (including contributions)2015-12-31$38,856,969
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$35,943,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,113,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$38,958,059
Value of total assets at end of year2015-12-31$28,729,402
Value of total assets at beginning of year2015-12-31$26,156,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,830,385
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$417,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$417,137
Administrative expenses professional fees incurred2015-12-31$391,797
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$22,292
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$33,874,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$441,510
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,008,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$489,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$530,766
Other income not declared elsewhere2015-12-31$42,996
Administrative expenses (other) incurred2015-12-31$1,395,163
Liabilities. Value of operating payables at end of year2015-12-31$90,557
Liabilities. Value of operating payables at beginning of year2015-12-31$129,604
Total non interest bearing cash at end of year2015-12-31$2,893,784
Total non interest bearing cash at beginning of year2015-12-31$1,109,559
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$2,913,327
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,340,773
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,427,446
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$43,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,306,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,950,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$18,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$18,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$18,364
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$238,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-561,223
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$38,935,767
Employer contributions (assets) at end of year2015-12-31$3,630,229
Employer contributions (assets) at beginning of year2015-12-31$3,679,118
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,808,400
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,069,100
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$438,933
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$391,147
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BOND BEEBE, P.C.
Accountancy firm EIN2015-12-31521044197
2014 : 32BJ NORTH HEALTH FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,729,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,520,496
Total income from all sources (including contributions)2014-12-31$37,211,837
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$38,257,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,012,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$36,359,244
Value of total assets at end of year2014-12-31$26,156,916
Value of total assets at beginning of year2014-12-31$26,993,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,244,622
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$440,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$440,730
Administrative expenses professional fees incurred2014-12-31$394,619
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$27,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$35,749,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,008,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,433,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$530,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$83,375
Other income not declared elsewhere2014-12-31$125,978
Administrative expenses (other) incurred2014-12-31$1,807,038
Liabilities. Value of operating payables at end of year2014-12-31$129,604
Liabilities. Value of operating payables at beginning of year2014-12-31$107,121
Total non interest bearing cash at end of year2014-12-31$1,109,559
Total non interest bearing cash at beginning of year2014-12-31$645,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,045,337
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,427,446
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,472,783
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$42,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,950,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,224,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$18,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$18,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$18,364
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$262,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$285,885
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$36,331,745
Employer contributions (assets) at end of year2014-12-31$3,679,118
Employer contributions (assets) at beginning of year2014-12-31$4,311,074
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,069,100
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,330,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$391,147
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$360,980
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
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 name2014-12-31BOND BEEBE, P.C.
Accountancy firm EIN2014-12-31521044197
2013 : 32BJ NORTH HEALTH FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,520,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,568,691
Total income from all sources (including contributions)2013-12-31$35,760,785
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$39,865,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,907,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$35,168,790
Value of total assets at end of year2013-12-31$26,993,279
Value of total assets at beginning of year2013-12-31$30,145,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,958,164
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$460,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$460,890
Administrative expenses professional fees incurred2013-12-31$422,864
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$31,689
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$37,652,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,433,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$649,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$83,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$116,586
Other income not declared elsewhere2013-12-31$148,957
Administrative expenses (other) incurred2013-12-31$1,495,725
Liabilities. Value of operating payables at end of year2013-12-31$107,121
Liabilities. Value of operating payables at beginning of year2013-12-31$73,205
Total non interest bearing cash at end of year2013-12-31$645,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-4,104,507
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,472,783
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,577,290
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$39,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,224,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,781,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$18,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,247,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,247,886
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$254,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-17,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$35,137,101
Employer contributions (assets) at end of year2013-12-31$4,311,074
Employer contributions (assets) at beginning of year2013-12-31$1,155,180
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,330,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,378,900
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$360,980
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$312,269
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
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 name2013-12-31BOND BEEBE, P.C.
Accountancy firm EIN2013-12-31521044197
2012 : 32BJ NORTH HEALTH FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,568,691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,618,052
Total income from all sources (including contributions)2012-12-31$34,392,241
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$33,107,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$31,312,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,683,896
Value of total assets at end of year2012-12-31$30,145,981
Value of total assets at beginning of year2012-12-31$28,910,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,794,905
Total interest from all sources2012-12-31$153,888
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$672,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$672,738
Administrative expenses professional fees incurred2012-12-31$312,885
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$26,797
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$649,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$932,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$116,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$178,500
Other income not declared elsewhere2012-12-31$258
Administrative expenses (other) incurred2012-12-31$1,443,891
Liabilities. Value of operating payables at end of year2012-12-31$73,205
Liabilities. Value of operating payables at beginning of year2012-12-31$200,352
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$1,284,887
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,577,290
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,292,403
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$38,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,781,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,226,818
Interest earned on other investments2012-12-31$153,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,247,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,577,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,577,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$881,461
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$32,657,099
Employer contributions (assets) at end of year2012-12-31$1,155,180
Employer contributions (assets) at beginning of year2012-12-31$1,919,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,312,449
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,378,900
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,239,200
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$312,269
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$253,591
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
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : 32BJ NORTH HEALTH FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,618,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,837,491
Total income from all sources (including contributions)2011-12-31$33,018,271
Total of all expenses incurred2011-12-31$32,282,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$30,373,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,619,762
Value of total assets at end of year2011-12-31$28,910,455
Value of total assets at beginning of year2011-12-31$28,393,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,909,138
Total interest from all sources2011-12-31$304
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$916,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$916,044
Administrative expenses professional fees incurred2011-12-31$311,490
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$33,140
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$12,210
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$30,025,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$932,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$429,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$178,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$387,542
Other income not declared elsewhere2011-12-31$140,998
Administrative expenses (other) incurred2011-12-31$1,564,117
Liabilities. Value of operating payables at end of year2011-12-31$200,352
Liabilities. Value of operating payables at beginning of year2011-12-31$192,749
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$735,958
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,292,403
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,556,445
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$33,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,226,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,969,608
Interest earned on other investments2011-12-31$288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,577,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,555,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,555,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$16
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$347,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$341,163
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$31,586,622
Employer contributions (assets) at end of year2011-12-31$1,919,914
Employer contributions (assets) at beginning of year2011-12-31$2,249,176
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,239,200
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$4,257,200
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$253,591
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$177,653
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
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : 32BJ NORTH HEALTH FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,837,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,126,718
Total income from all sources (including contributions)2010-12-31$33,506,688
Total of all expenses incurred2010-12-31$30,716,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$28,799,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$31,736,975
Value of total assets at end of year2010-12-31$28,393,936
Value of total assets at beginning of year2010-12-31$25,892,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,916,749
Total interest from all sources2010-12-31$79,713
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$781,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$781,931
Administrative expenses professional fees incurred2010-12-31$282,822
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$74,002
Participant contributions at end of year2010-12-31$12,210
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$21,864,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$429,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$446,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$387,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$205,925
Other income not declared elsewhere2010-12-31$1,564
Administrative expenses (other) incurred2010-12-31$1,600,950
Liabilities. Value of operating payables at end of year2010-12-31$192,749
Liabilities. Value of operating payables at beginning of year2010-12-31$155,793
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$2,790,286
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,556,445
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,766,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$32,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,969,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,281,173
Interest earned on other investments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,555,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$990,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$990,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$79,713
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$413,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$906,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$31,662,973
Employer contributions (assets) at end of year2010-12-31$2,249,176
Employer contributions (assets) at beginning of year2010-12-31$2,174,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,521,665
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
Liabilities. Value of benefit claims payable at end of year2010-12-31$4,257,200
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,765,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$177,653
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
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 name2010-12-31SALIBELLO & BRODER LLP
Accountancy firm EIN2010-12-31133051814

Form 5500 Responses for 32BJ NORTH HEALTH FUND

2022: 32BJ NORTH HEALTH 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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 32BJ NORTH HEALTH 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 32BJ NORTH HEALTH 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 32BJ NORTH HEALTH 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 32BJ NORTH HEALTH 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 32BJ NORTH HEALTH 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 32BJ NORTH HEALTH 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 32BJ NORTH HEALTH 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 32BJ NORTH HEALTH 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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 32BJ NORTH HEALTH 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: 32BJ NORTH HEALTH FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 32BJ NORTH HEALTH FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 32BJ NORTH HEALTH FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158095
Policy instance 1
Insurance contract or identification number0158095
Number of Individuals Covered2669
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158095
Policy instance 1
Insurance contract or identification number0158095
Number of Individuals Covered2609
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158095
Policy instance 1
Insurance contract or identification number0158095
Number of Individuals Covered2662
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158095
Policy instance 1
Insurance contract or identification number0158095
Number of Individuals Covered2891
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158095
Policy instance 1
Insurance contract or identification number0158095
Number of Individuals Covered2976
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158095
Policy instance 1
Insurance contract or identification number0158095
Number of Individuals Covered2949
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158095
Policy instance 1
Insurance contract or identification number0158095
Number of Individuals Covered3117
Insurance policy start date2014-08-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 )
Policy contract numberD285345
Policy instance 2
Insurance contract or identification numberD285345
Number of Individuals Covered2045
Insurance policy start date2015-01-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $6,734
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $42,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,734
Insurance broker organization code?3
Insurance broker nameRAMPART BROKERAGE CORP
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0724334-SHORT
Policy instance 3
Insurance contract or identification number0724334-SHORT
Number of Individuals Covered4671
Insurance policy start date2014-05-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 )
Policy contract numberD285345
Policy instance 2
Insurance contract or identification numberD285345
Number of Individuals Covered2045
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,196
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $103,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,196
Insurance broker organization code?3
Insurance broker nameRAMPART BROKERAGE CORP
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number724334
Policy instance 1
Insurance contract or identification number724334
Number of Individuals Covered4595
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $158,119
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0724334-SHORT
Policy instance 4
Insurance contract or identification number0724334-SHORT
Number of Individuals Covered4655
Insurance policy start date2014-07-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 )
Policy contract numberD285345
Policy instance 2
Insurance contract or identification numberD285345
Number of Individuals Covered2045
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,167
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $103,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,167
Insurance broker organization code?3
Insurance broker nameRAMPART BROKERAGE CORP
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number724334
Policy instance 1
Insurance contract or identification number724334
Number of Individuals Covered4805
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $140,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number724334
Policy instance 1
Insurance contract or identification number724334
Number of Individuals Covered5028
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $146,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 )
Policy contract numberD285345
Policy instance 2
Insurance contract or identification numberD285345
Number of Individuals Covered2044
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,063
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $7,063
Insurance broker organization code?3
Insurance broker nameRAMPART BROKERAGE CORP
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 )
Policy contract numberD285345
Policy instance 2
Insurance contract or identification numberD285345
Number of Individuals Covered2434
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,132
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number724334
Policy instance 1
Insurance contract or identification number724334
Number of Individuals Covered5320
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $12,788
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $163,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 )
Policy contract numberD285345
Policy instance 2
Insurance contract or identification numberD285345
Number of Individuals Covered2704
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,242
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number724334
Policy instance 1
Insurance contract or identification number724334
Number of Individuals Covered6098
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $13,066
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $220,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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