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INDUSTRY & LOCAL 338 WELFARE FUND 401k Plan overview

Plan NameINDUSTRY & LOCAL 338 WELFARE FUND
Plan identification number 501

INDUSTRY & LOCAL 338 WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES OF INDUSTRY & LOCAL 338 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF INDUSTRY & LOCAL 338 WELFARE FUND
Employer identification number (EIN):131818220
NAIC Classification:311500
NAIC Description: Dairy Product Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDUSTRY & LOCAL 338 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01DAN MALDONADO2023-03-20 CHRIS PALMER2023-03-20
5012020-07-01DANIEL MALDONADO2022-04-13 CHRISTOPHER R. PALMER2022-03-31
5012019-07-01BARRY RUSSELL2021-04-01 CHRISTOPHER R. PALMER2021-03-24
5012018-07-01BARRY RUSSELL2020-01-28 CHRISTOPHER R. PALMER2020-01-28
5012017-07-01BARRY RUSSELL2019-04-03
5012016-07-01
5012015-07-01CAROL WESTFALL
5012014-07-01CAROL WESTFALL
5012013-07-01CAROL WESTFALL
5012012-07-01CAROL WESTFALL
5012011-07-01CAROL WESTFALL
5012009-07-01CAROL WESTFALL

Plan Statistics for INDUSTRY & LOCAL 338 WELFARE FUND

401k plan membership statisitcs for INDUSTRY & LOCAL 338 WELFARE FUND

Measure Date Value
2021: INDUSTRY & LOCAL 338 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01118
Total number of active participants reported on line 7a of the Form 55002021-07-01123
Total of all active and inactive participants2021-07-01123
Number of employers contributing to the scheme2021-07-015
2020: INDUSTRY & LOCAL 338 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01114
Total number of active participants reported on line 7a of the Form 55002020-07-01118
Total of all active and inactive participants2020-07-01118
Number of employers contributing to the scheme2020-07-015
2019: INDUSTRY & LOCAL 338 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01130
Total number of active participants reported on line 7a of the Form 55002019-07-01114
Total of all active and inactive participants2019-07-01114
Number of employers contributing to the scheme2019-07-016
2018: INDUSTRY & LOCAL 338 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01151
Total number of active participants reported on line 7a of the Form 55002018-07-01130
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Number of employers contributing to the scheme2018-07-017
2017: INDUSTRY & LOCAL 338 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01156
Total number of active participants reported on line 7a of the Form 55002017-07-01151
Total of all active and inactive participants2017-07-01151
Number of employers contributing to the scheme2017-07-017
2016: INDUSTRY & LOCAL 338 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01142
Total number of active participants reported on line 7a of the Form 55002016-07-01156
Total of all active and inactive participants2016-07-01156
Number of employers contributing to the scheme2016-07-017
2015: INDUSTRY & LOCAL 338 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01161
Total number of active participants reported on line 7a of the Form 55002015-07-01142
Total of all active and inactive participants2015-07-01142
Number of employers contributing to the scheme2015-07-017
2014: INDUSTRY & LOCAL 338 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01551
Total number of active participants reported on line 7a of the Form 55002014-07-01161
Total of all active and inactive participants2014-07-01161
Number of employers contributing to the scheme2014-07-018
2013: INDUSTRY & LOCAL 338 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01569
Total number of active participants reported on line 7a of the Form 55002013-07-01303
Number of retired or separated participants receiving benefits2013-07-01224
Number of other retired or separated participants entitled to future benefits2013-07-0124
Total of all active and inactive participants2013-07-01551
Number of employers contributing to the scheme2013-07-0111
2012: INDUSTRY & LOCAL 338 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01616
Total number of active participants reported on line 7a of the Form 55002012-07-01314
Number of retired or separated participants receiving benefits2012-07-01225
Number of other retired or separated participants entitled to future benefits2012-07-0130
Total of all active and inactive participants2012-07-01569
Number of employers contributing to the scheme2012-07-0112
2011: INDUSTRY & LOCAL 338 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01677
Total number of active participants reported on line 7a of the Form 55002011-07-01373
Number of retired or separated participants receiving benefits2011-07-01243
Total of all active and inactive participants2011-07-01616
Number of employers contributing to the scheme2011-07-0114
2009: INDUSTRY & LOCAL 338 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01829
Total number of active participants reported on line 7a of the Form 55002009-07-01480
Number of retired or separated participants receiving benefits2009-07-01214
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01694
Number of employers contributing to the scheme2009-07-0112

Financial Data on INDUSTRY & LOCAL 338 WELFARE FUND

Measure Date Value
2022 : INDUSTRY & LOCAL 338 WELFARE FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$346,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$424,998
Total income from all sources (including contributions)2022-06-30$1,232,930
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,388,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,160,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,891,225
Value of total assets at end of year2022-06-30$7,355,546
Value of total assets at beginning of year2022-06-30$8,589,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$227,975
Total interest from all sources2022-06-30$2,152
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$143,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$143,510
Administrative expenses professional fees incurred2022-06-30$106,535
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$14,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$343,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$74,500
Other income not declared elsewhere2022-06-30$-803,957
Administrative expenses (other) incurred2022-06-30$21,137
Liabilities. Value of operating payables at end of year2022-06-30$186,493
Liabilities. Value of operating payables at beginning of year2022-06-30$191,998
Total non interest bearing cash at end of year2022-06-30$18,263
Total non interest bearing cash at beginning of year2022-06-30$26,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,155,242
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,009,053
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,164,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$21,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,726,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,320,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$2,152
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$223,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,876,568
Employer contributions (assets) at end of year2022-06-30$261,098
Employer contributions (assets) at beginning of year2022-06-30$152,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,936,710
Contract administrator fees2022-06-30$78,684
Liabilities. Value of benefit claims payable at end of year2022-06-30$160,000
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$233,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$5,240
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$15,275
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SCHULTHEIS & PANETTIERI
Accountancy firm EIN2022-06-30131577780
2021 : INDUSTRY & LOCAL 338 WELFARE FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$424,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$492,186
Total income from all sources (including contributions)2021-06-30$2,695,135
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,505,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,241,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,937,505
Value of total assets at end of year2021-06-30$8,589,293
Value of total assets at beginning of year2021-06-30$8,466,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$264,297
Total interest from all sources2021-06-30$342
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$140,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$140,739
Administrative expenses professional fees incurred2021-06-30$146,061
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$23,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$74,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$243,275
Administrative expenses (other) incurred2021-06-30$19,726
Liabilities. Value of operating payables at end of year2021-06-30$191,998
Liabilities. Value of operating payables at beginning of year2021-06-30$196,186
Total non interest bearing cash at end of year2021-06-30$26,544
Total non interest bearing cash at beginning of year2021-06-30$23,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$189,627
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,164,295
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,974,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$22,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,320,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,045,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$342
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$155,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$616,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,913,546
Employer contributions (assets) at end of year2021-06-30$152,207
Employer contributions (assets) at beginning of year2021-06-30$148,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,085,844
Contract administrator fees2021-06-30$76,299
Liabilities. Value of benefit claims payable at end of year2021-06-30$233,000
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$296,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$15,275
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$5,628
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-06-30131577780
2020 : INDUSTRY & LOCAL 338 WELFARE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$492,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$388,667
Total income from all sources (including contributions)2020-06-30$2,204,723
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,473,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,240,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,784,773
Value of total assets at end of year2020-06-30$8,466,854
Value of total assets at beginning of year2020-06-30$8,632,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$233,225
Total interest from all sources2020-06-30$4,980
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$219,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$219,285
Administrative expenses professional fees incurred2020-06-30$118,945
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$60,619
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$243,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$31,153
Administrative expenses (other) incurred2020-06-30$18,644
Liabilities. Value of operating payables at end of year2020-06-30$196,186
Liabilities. Value of operating payables at beginning of year2020-06-30$223,667
Total non interest bearing cash at end of year2020-06-30$23,698
Total non interest bearing cash at beginning of year2020-06-30$45,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-268,990
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,974,668
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,243,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$21,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,045,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,371,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$4,980
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$2,240,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$195,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,724,154
Employer contributions (assets) at end of year2020-06-30$148,868
Employer contributions (assets) at beginning of year2020-06-30$177,989
Contract administrator fees2020-06-30$74,076
Liabilities. Value of benefit claims payable at end of year2020-06-30$296,000
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$165,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$5,628
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$6,183
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-06-30131577780
2019 : INDUSTRY & LOCAL 338 WELFARE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$388,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$407,548
Total income from all sources (including contributions)2019-06-30$2,644,587
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,515,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,297,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,223,322
Value of total assets at end of year2019-06-30$8,632,325
Value of total assets at beginning of year2019-06-30$8,522,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$218,203
Total interest from all sources2019-06-30$15,885
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$218,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$218,325
Administrative expenses professional fees incurred2019-06-30$103,074
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$18,621
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$31,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$11,347
Administrative expenses (other) incurred2019-06-30$22,906
Liabilities. Value of operating payables at end of year2019-06-30$223,667
Liabilities. Value of operating payables at beginning of year2019-06-30$220,548
Total non interest bearing cash at end of year2019-06-30$45,098
Total non interest bearing cash at beginning of year2019-06-30$69,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$128,717
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,243,658
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,114,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$20,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,371,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$8,183,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$15,885
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$2,297,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$187,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,204,701
Employer contributions (assets) at end of year2019-06-30$177,989
Employer contributions (assets) at beginning of year2019-06-30$252,557
Contract administrator fees2019-06-30$71,920
Liabilities. Value of benefit claims payable at end of year2019-06-30$165,000
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$187,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$6,183
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$6,084
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2019-06-30131577780
2018 : INDUSTRY & LOCAL 338 WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$407,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$356,084
Total income from all sources (including contributions)2018-06-30$2,489,538
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,770,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,571,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,236,591
Value of total assets at end of year2018-06-30$8,522,489
Value of total assets at beginning of year2018-06-30$8,752,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$199,491
Total interest from all sources2018-06-30$13,382
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$199,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$199,223
Administrative expenses professional fees incurred2018-06-30$88,054
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$16,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$11,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$9,903
Administrative expenses (other) incurred2018-06-30$22,767
Liabilities. Value of operating payables at end of year2018-06-30$220,548
Liabilities. Value of operating payables at beginning of year2018-06-30$261,084
Total non interest bearing cash at end of year2018-06-30$69,050
Total non interest bearing cash at beginning of year2018-06-30$139,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-281,085
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,114,941
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,396,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$19,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$8,183,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$8,362,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$13,382
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$2,571,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$40,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,220,364
Employer contributions (assets) at end of year2018-06-30$252,557
Employer contributions (assets) at beginning of year2018-06-30$232,765
Contract administrator fees2018-06-30$69,326
Liabilities. Value of benefit claims payable at end of year2018-06-30$187,000
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$95,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$6,084
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$8,207
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$2,315,782
Aggregate carrying amount (costs) on sale of assets2018-06-30$2,315,782
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2018-06-30131577780
2017 : INDUSTRY & LOCAL 338 WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$356,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$387,398
Total income from all sources (including contributions)2017-06-30$2,540,364
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,764,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,544,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,251,283
Value of total assets at end of year2017-06-30$8,752,110
Value of total assets at beginning of year2017-06-30$8,007,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$220,018
Total interest from all sources2017-06-30$8,850
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$142,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$142,091
Administrative expenses professional fees incurred2017-06-30$108,639
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$12,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$9,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$8,652
Administrative expenses (other) incurred2017-06-30$26,308
Liabilities. Value of operating payables at end of year2017-06-30$261,084
Liabilities. Value of operating payables at beginning of year2017-06-30$286,398
Total non interest bearing cash at end of year2017-06-30$139,142
Total non interest bearing cash at beginning of year2017-06-30$139,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$775,688
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,396,026
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,620,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$18,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$8,362,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,539,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$8,850
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$1,544,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$138,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,239,224
Employer contributions (assets) at end of year2017-06-30$232,765
Employer contributions (assets) at beginning of year2017-06-30$313,623
Contract administrator fees2017-06-30$66,660
Liabilities. Value of benefit claims payable at end of year2017-06-30$95,000
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$101,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$8,207
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$6,488
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$2,422,412
Aggregate carrying amount (costs) on sale of assets2017-06-30$2,422,412
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-06-30131577780
2016 : INDUSTRY & LOCAL 338 WELFARE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$387,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$499,220
Total income from all sources (including contributions)2016-06-30$2,582,720
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,554,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,344,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,387,142
Value of total assets at end of year2016-06-30$8,007,736
Value of total assets at beginning of year2016-06-30$7,091,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$210,034
Total interest from all sources2016-06-30$9,475
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$142,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$142,270
Administrative expenses professional fees incurred2016-06-30$117,868
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$10,525
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$8,652
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$8,668
Administrative expenses (other) incurred2016-06-30$21,605
Liabilities. Value of operating payables at end of year2016-06-30$286,398
Liabilities. Value of operating payables at beginning of year2016-06-30$268,720
Total non interest bearing cash at end of year2016-06-30$139,872
Total non interest bearing cash at beginning of year2016-06-30$140,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,028,121
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,620,338
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,592,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$17,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,539,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,600,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$9,475
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$1,344,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$43,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,376,617
Employer contributions (assets) at end of year2016-06-30$313,623
Employer contributions (assets) at beginning of year2016-06-30$238,819
Contract administrator fees2016-06-30$52,919
Liabilities. Value of benefit claims payable at end of year2016-06-30$101,000
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$230,500
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$6,488
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$102,108
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-06-30131577780
2015 : INDUSTRY & LOCAL 338 WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$499,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,113,777
Total income from all sources (including contributions)2015-06-30$3,587,663
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$2,312,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,057,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,442,919
Value of total assets at end of year2015-06-30$7,091,437
Value of total assets at beginning of year2015-06-30$6,430,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$254,508
Total interest from all sources2015-06-30$12,606
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$120,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$120,189
Administrative expenses professional fees incurred2015-06-30$142,974
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$92,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$8,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$9,763
Administrative expenses (other) incurred2015-06-30$28,529
Liabilities. Value of operating payables at end of year2015-06-30$268,720
Liabilities. Value of operating payables at beginning of year2015-06-30$291,777
Total non interest bearing cash at end of year2015-06-30$140,906
Total non interest bearing cash at beginning of year2015-06-30$140,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,275,246
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,592,217
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,316,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$15,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,600,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,750,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$12,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$11,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,350,213
Employer contributions (assets) at end of year2015-06-30$238,819
Employer contributions (assets) at beginning of year2015-06-30$432,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,057,909
Contract administrator fees2015-06-30$67,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$230,500
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$822,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$102,108
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$97,172
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2015-06-30131577780
2014 : INDUSTRY & LOCAL 338 WELFARE FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,113,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,301,453
Total income from all sources (including contributions)2014-06-30$5,031,644
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$3,512,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,048,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$4,637,273
Value of total assets at end of year2014-06-30$6,430,748
Value of total assets at beginning of year2014-06-30$5,099,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$463,959
Total interest from all sources2014-06-30$10,721
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$120,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$120,681
Administrative expenses professional fees incurred2014-06-30$147,377
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$3,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$131,869
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$9,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$323,324
Administrative expenses (other) incurred2014-06-30$211,365
Liabilities. Value of operating payables at end of year2014-06-30$291,777
Liabilities. Value of operating payables at beginning of year2014-06-30$114,453
Total non interest bearing cash at end of year2014-06-30$140,832
Total non interest bearing cash at beginning of year2014-06-30$127,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,518,943
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,316,971
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,798,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$12,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,750,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,083,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$10,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$262,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$4,505,404
Employer contributions (assets) at end of year2014-06-30$432,563
Employer contributions (assets) at beginning of year2014-06-30$461,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,048,742
Contract administrator fees2014-06-30$92,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$822,000
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$1,187,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$97,172
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$104,336
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2014-06-30131577780
2013 : INDUSTRY & LOCAL 338 WELFARE FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,301,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,133,539
Total income from all sources (including contributions)2013-06-30$5,057,926
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$4,186,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,766,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,899,000
Value of total assets at end of year2013-06-30$5,099,481
Value of total assets at beginning of year2013-06-30$4,060,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$419,721
Total interest from all sources2013-06-30$4,135
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$92,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$92,483
Administrative expenses professional fees incurred2013-06-30$167,021
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$185,751
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$323,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$408,492
Administrative expenses (other) incurred2013-06-30$217,597
Liabilities. Value of operating payables at end of year2013-06-30$114,453
Liabilities. Value of operating payables at beginning of year2013-06-30$106,539
Total non interest bearing cash at end of year2013-06-30$127,036
Total non interest bearing cash at beginning of year2013-06-30$59,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$871,243
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,798,028
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,926,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$10,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,083,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,094,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$4,135
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$3,766,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$62,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$4,713,249
Employer contributions (assets) at end of year2013-06-30$461,295
Employer contributions (assets) at beginning of year2013-06-30$498,000
Contract administrator fees2013-06-30$24,392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$1,187,000
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$1,027,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$104,336
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2013-06-30131577780
2012 : INDUSTRY & LOCAL 338 WELFARE FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,133,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,052,153
Total income from all sources (including contributions)2012-06-30$5,657,159
Total loss/gain on sale of assets2012-06-30$94,667
Total of all expenses incurred2012-06-30$5,550,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$5,178,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,425,851
Value of total assets at end of year2012-06-30$4,060,324
Value of total assets at beginning of year2012-06-30$3,872,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$372,062
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$122,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$122,847
Administrative expenses professional fees incurred2012-06-30$152,853
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$138,175
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$408,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$147,235
Administrative expenses (other) incurred2012-06-30$209,734
Liabilities. Value of operating payables at end of year2012-06-30$106,539
Liabilities. Value of operating payables at beginning of year2012-06-30$124,153
Total non interest bearing cash at end of year2012-06-30$59,138
Total non interest bearing cash at beginning of year2012-06-30$61,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$106,745
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,926,785
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,820,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$9,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,094,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,286,405
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$5,178,352
Asset value of US Government securities at beginning of year2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$13,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,287,676
Employer contributions (assets) at end of year2012-06-30$498,000
Employer contributions (assets) at beginning of year2012-06-30$374,000
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$1,027,000
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$928,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$2,790
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$6,826,623
Aggregate carrying amount (costs) on sale of assets2012-06-30$6,731,956
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-06-30131577780
2011 : INDUSTRY & LOCAL 338 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$-106,721
Total unrealized appreciation/depreciation of assets2011-06-30$-106,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,052,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,284,967
Total income from all sources (including contributions)2011-06-30$5,100,280
Total loss/gain on sale of assets2011-06-30$94,639
Total of all expenses incurred2011-06-30$5,492,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$5,128,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,872,465
Value of total assets at end of year2011-06-30$3,872,193
Value of total assets at beginning of year2011-06-30$4,496,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$363,596
Total interest from all sources2011-06-30$26,132
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$48,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$48,641
Administrative expenses professional fees incurred2011-06-30$120,466
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$107,547
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$131,735
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$4,746,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$147,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$24,172
Administrative expenses (other) incurred2011-06-30$217,303
Liabilities. Value of operating payables at end of year2011-06-30$124,153
Liabilities. Value of operating payables at beginning of year2011-06-30$167,967
Total non interest bearing cash at end of year2011-06-30$61,763
Total non interest bearing cash at beginning of year2011-06-30$78,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-391,937
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,820,040
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,211,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$25,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,286,405
Income. Interest from US Government securities2011-06-30$26,132
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$440,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$2,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$2,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$382,515
Asset value of US Government securities at end of year2011-06-30$0
Asset value of US Government securities at beginning of year2011-06-30$2,376,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$42,834
Net investment gain or loss from common/collective trusts2011-06-30$122,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,764,918
Employer contributions (assets) at end of year2011-06-30$374,000
Employer contributions (assets) at beginning of year2011-06-30$326,000
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$842,740
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$268,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$928,000
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$1,117,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$2,790
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$5,292
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$6,265,034
Aggregate carrying amount (costs) on sale of assets2011-06-30$6,170,395
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2011-06-30131577780

Form 5500 Responses for INDUSTRY & LOCAL 338 WELFARE FUND

2021: INDUSTRY & LOCAL 338 WELFARE FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: INDUSTRY & LOCAL 338 WELFARE FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: INDUSTRY & LOCAL 338 WELFARE FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: INDUSTRY & LOCAL 338 WELFARE FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: INDUSTRY & LOCAL 338 WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: INDUSTRY & LOCAL 338 WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: INDUSTRY & LOCAL 338 WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: INDUSTRY & LOCAL 338 WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: INDUSTRY & LOCAL 338 WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: INDUSTRY & LOCAL 338 WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: INDUSTRY & LOCAL 338 WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: INDUSTRY & LOCAL 338 WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31789
Policy instance 3
Insurance contract or identification numberHCL31789
Number of Individuals Covered126
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $97,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered132
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,273
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered132
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPAID FAMILY LEAVE
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 $58,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered122
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPAID FAMILY LEAVE
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 $36,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered122
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31789
Policy instance 3
Insurance contract or identification numberHCL31789
Number of Individuals Covered134
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $108,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31789
Policy instance 3
Insurance contract or identification numberHCL31789
Number of Individuals Covered120
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $99,151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered119
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPAID FAMILY LEAVE
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 $19,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered119
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31789
Policy instance 3
Insurance contract or identification numberHCL31789
Number of Individuals Covered156
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $111,369
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered151
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered151
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPAID FAMILY LEAVE
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 $27,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered159
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPAID FAMILY LEAVE
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 $25,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered159
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31789
Policy instance 3
Insurance contract or identification numberHCL31789
Number of Individuals Covered160
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $107,429
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31789
Policy instance 3
Insurance contract or identification numberHCL31789
Number of Individuals Covered151
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $94,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameTHE SEGAL COMPANY
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered150
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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
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 $5,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered150
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 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 $21,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-4138
Policy instance 3
Insurance contract or identification number949-4138
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker nameTHE SEGAL COMPANY
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered226
Insurance policy start date2014-07-01
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
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 $30,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered149
Insurance policy start date2014-07-01
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 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 $32,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered300
Insurance policy start date2013-07-01
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 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 $45,012
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered469
Insurance policy start date2013-07-01
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
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 $55,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-4138
Policy instance 3
Insurance contract or identification number949-4138
Number of Individuals Covered346
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $8,912
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $178,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,912
Insurance broker organization code?4
Insurance broker nameTHE SEGAL COMPANY
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered318
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 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 $53,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-1554
Policy instance 3
Insurance contract or identification number949-1554
Number of Individuals Covered352
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $9,521
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $190,427
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,521
Insurance broker organization code?4
Insurance broker nameTHE SEGAL COMPANY
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered318
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
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 $60,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number280-9966
Policy instance 3
Insurance contract or identification number280-9966
Number of Individuals Covered475
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $11,855
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $225,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered425
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 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 $64,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered664
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
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 $59,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER10015
Policy instance 3
Insurance contract or identification numberGER10015
Number of Individuals Covered497
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $7,718
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $257,275
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260B90
Policy instance 2
Insurance contract or identification number260B90
Number of Individuals Covered675
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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
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 $61,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number270D58
Policy instance 1
Insurance contract or identification number270D58
Number of Individuals Covered453
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $57,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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