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POINTERS CLEANERS & CAULKERS WELFARE FUND 401k Plan overview

Plan NamePOINTERS CLEANERS & CAULKERS WELFARE FUND
Plan identification number 501

POINTERS CLEANERS & CAULKERS 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)
  • Prepaid legal
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES OF POINTERS, has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF POINTERS,
Employer identification number (EIN):131831867
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POINTERS CLEANERS & CAULKERS WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01STEVEN T. SCHLAPP
5012015-07-01STEVEN T. SCHLAPP
5012014-07-01STEVEN T. SCHLAPP
5012013-07-01STEVEN T. SCHLAPP
5012012-07-01STEVEN T. SCHLAPP
5012011-07-01STEVEN T SCHLAPP
5012010-07-01STEVEN T SCHLAPP CPA
5012009-07-01STEVEN T SCHLAPP CPA
5012009-07-01STEVEN T SCHLAPP CPA

Plan Statistics for POINTERS CLEANERS & CAULKERS WELFARE FUND

401k plan membership statisitcs for POINTERS CLEANERS & CAULKERS WELFARE FUND

Measure Date Value
2021: POINTERS CLEANERS & CAULKERS WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-012,416
Total number of active participants reported on line 7a of the Form 55002021-07-011,999
Number of retired or separated participants receiving benefits2021-07-01199
Total of all active and inactive participants2021-07-012,198
Total participants2021-07-012,198
Number of employers contributing to the scheme2021-07-01199
2020: POINTERS CLEANERS & CAULKERS WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-012,359
Total number of active participants reported on line 7a of the Form 55002020-07-012,227
Number of retired or separated participants receiving benefits2020-07-01189
Total of all active and inactive participants2020-07-012,416
Total participants2020-07-012,416
Number of employers contributing to the scheme2020-07-01164
2019: POINTERS CLEANERS & CAULKERS WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-011,664
Total number of active participants reported on line 7a of the Form 55002019-07-012,198
Number of retired or separated participants receiving benefits2019-07-01161
Total of all active and inactive participants2019-07-012,359
Total participants2019-07-012,359
Number of employers contributing to the scheme2019-07-01130
2018: POINTERS CLEANERS & CAULKERS WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-011,823
Total number of active participants reported on line 7a of the Form 55002018-07-011,963
Number of retired or separated participants receiving benefits2018-07-01168
Number of other retired or separated participants entitled to future benefits2018-07-015
Total of all active and inactive participants2018-07-012,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-012,137
Number of employers contributing to the scheme2018-07-01157
2017: POINTERS CLEANERS & CAULKERS WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-011,685
Total number of active participants reported on line 7a of the Form 55002017-07-011,823
Number of retired or separated participants receiving benefits2017-07-01157
Number of other retired or separated participants entitled to future benefits2017-07-014
Total of all active and inactive participants2017-07-011,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-011,985
Number of employers contributing to the scheme2017-07-01150
2016: POINTERS CLEANERS & CAULKERS WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-011,515
Total number of active participants reported on line 7a of the Form 55002016-07-011,544
Number of retired or separated participants receiving benefits2016-07-01138
Number of other retired or separated participants entitled to future benefits2016-07-011
Total of all active and inactive participants2016-07-011,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-011,685
Number of employers contributing to the scheme2016-07-01223
2015: POINTERS CLEANERS & CAULKERS WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-011,375
Total number of active participants reported on line 7a of the Form 55002015-07-011,380
Number of retired or separated participants receiving benefits2015-07-01134
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-011,515
Total participants2015-07-010
Number of employers contributing to the scheme2015-07-01173
2014: POINTERS CLEANERS & CAULKERS WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-011,284
Total number of active participants reported on line 7a of the Form 55002014-07-011,252
Number of retired or separated participants receiving benefits2014-07-01121
Number of other retired or separated participants entitled to future benefits2014-07-012
Total of all active and inactive participants2014-07-011,375
Total participants2014-07-010
Number of employers contributing to the scheme2014-07-01179
2013: POINTERS CLEANERS & CAULKERS WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-011,370
Total number of active participants reported on line 7a of the Form 55002013-07-011,170
Number of retired or separated participants receiving benefits2013-07-01114
Total of all active and inactive participants2013-07-011,284
Total participants2013-07-010
Number of employers contributing to the scheme2013-07-01138
2012: POINTERS CLEANERS & CAULKERS WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-011,348
Total number of active participants reported on line 7a of the Form 55002012-07-011,261
Number of retired or separated participants receiving benefits2012-07-01109
Total of all active and inactive participants2012-07-011,370
Total participants2012-07-010
Number of employers contributing to the scheme2012-07-01229
2011: POINTERS CLEANERS & CAULKERS WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-011,319
Total number of active participants reported on line 7a of the Form 55002011-07-011,239
Number of retired or separated participants receiving benefits2011-07-01109
Total of all active and inactive participants2011-07-011,348
Total participants2011-07-011,348
Number of employers contributing to the scheme2011-07-01194
2010: POINTERS CLEANERS & CAULKERS WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-07-011,450
Total number of active participants reported on line 7a of the Form 55002010-07-011,178
Number of retired or separated participants receiving benefits2010-07-01141
Total of all active and inactive participants2010-07-011,319
Total participants2010-07-011,319
Number of employers contributing to the scheme2010-07-01188
2009: POINTERS CLEANERS & CAULKERS WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-011,532
Total number of active participants reported on line 7a of the Form 55002009-07-011,360
Number of retired or separated participants receiving benefits2009-07-0190
Total of all active and inactive participants2009-07-011,450
Total participants2009-07-011,450
Number of employers contributing to the scheme2009-07-01179

Financial Data on POINTERS CLEANERS & CAULKERS WELFARE FUND

Measure Date Value
2022 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-3,204,149
Total unrealized appreciation/depreciation of assets2022-06-30$-3,204,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$7,542,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,194,993
Total income from all sources (including contributions)2022-06-30$19,679,708
Total loss/gain on sale of assets2022-06-30$-372,715
Total of all expenses incurred2022-06-30$22,587,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$21,248,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$21,868,633
Value of total assets at end of year2022-06-30$45,738,705
Value of total assets at beginning of year2022-06-30$43,298,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,338,534
Total interest from all sources2022-06-30$626,530
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$575,464
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$575,464
Administrative expenses professional fees incurred2022-06-30$216,493
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
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$54,464
Assets. Other investments not covered elsewhere at end of year2022-06-30$1,089,280
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$1,229,541
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$10,513,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$2,676,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$946,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$3,333,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$424,346
Other income not declared elsewhere2022-06-30$33,442
Administrative expenses (other) incurred2022-06-30$887,335
Liabilities. Value of operating payables at end of year2022-06-30$221,714
Liabilities. Value of operating payables at beginning of year2022-06-30$119,418
Total non interest bearing cash at end of year2022-06-30$227,046
Total non interest bearing cash at beginning of year2022-06-30$-4,172,990
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$-2,907,727
Value of net assets at end of year (total assets less liabilities)2022-06-30$38,195,930
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$41,103,657
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$54,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$10,787,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$13,792,607
Value of interest in pooled separate accounts at end of year2022-06-30$0
Interest earned on other investments2022-06-30$285,919
Income. Interest from US Government securities2022-06-30$85,627
Income. Interest from corporate debt instruments2022-06-30$247,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$863,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$477,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$477,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$7,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$11,996,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$12,485,899
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$10,662,343
Asset value of US Government securities at end of year2022-06-30$6,888,875
Asset value of US Government securities at beginning of year2022-06-30$5,705,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$152,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
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$21,814,169
Employer contributions (assets) at end of year2022-06-30$5,299,220
Employer contributions (assets) at beginning of year2022-06-30$4,159,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$72,634
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$5,885,900
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$8,648,663
Contract administrator fees2022-06-30$179,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Liabilities. Value of benefit claims payable at end of year2022-06-30$3,987,466
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$1,651,229
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$24,445
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$26,087
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
Aggregate proceeds on sale of assets2022-06-30$11,277,438
Aggregate carrying amount (costs) on sale of assets2022-06-30$11,650,153
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2022-06-30133082707
2021 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$580,607
Total unrealized appreciation/depreciation of assets2021-06-30$580,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,194,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$3,600,196
Total income from all sources (including contributions)2021-06-30$23,275,141
Total loss/gain on sale of assets2021-06-30$90,672
Total of all expenses incurred2021-06-30$25,269,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$24,051,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$18,426,024
Value of total assets at end of year2021-06-30$43,298,650
Value of total assets at beginning of year2021-06-30$46,697,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,217,537
Total interest from all sources2021-06-30$737,508
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$45,041
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$45,041
Administrative expenses professional fees incurred2021-06-30$168,103
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
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$63,198
Assets. Other investments not covered elsewhere at end of year2021-06-30$1,229,541
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$715,997
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$9,389,587
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$946,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$2,509,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$424,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$1,589,109
Other income not declared elsewhere2021-06-30$32,591
Administrative expenses (other) incurred2021-06-30$827,100
Liabilities. Value of operating payables at end of year2021-06-30$119,418
Liabilities. Value of operating payables at beginning of year2021-06-30$224,907
Total non interest bearing cash at end of year2021-06-30$-4,172,990
Total non interest bearing cash at beginning of year2021-06-30$-1,512,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-1,993,990
Value of net assets at end of year (total assets less liabilities)2021-06-30$41,103,657
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$43,097,647
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$64,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$13,792,607
Value of interest in pooled separate accounts at end of year2021-06-30$0
Interest earned on other investments2021-06-30$352,833
Income. Interest from US Government securities2021-06-30$106,168
Income. Interest from corporate debt instruments2021-06-30$276,639
Value of interest in common/collective trusts at beginning of year2021-06-30$11,853,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$477,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$3,785,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$3,785,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$1,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$12,485,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$11,179,853
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$14,597,502
Asset value of US Government securities at end of year2021-06-30$5,705,954
Asset value of US Government securities at beginning of year2021-06-30$7,043,505
Net investment gain/loss from pooled separate accounts2021-06-30$75,417
Net investment gain or loss from common/collective trusts2021-06-30$3,287,281
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$18,362,826
Employer contributions (assets) at end of year2021-06-30$4,159,648
Employer contributions (assets) at beginning of year2021-06-30$3,083,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$64,505
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$8,648,663
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$8,026,304
Contract administrator fees2021-06-30$157,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Liabilities. Value of benefit claims payable at end of year2021-06-30$1,651,229
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$1,786,180
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$26,087
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$13,383
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
Aggregate proceeds on sale of assets2021-06-30$21,598,396
Aggregate carrying amount (costs) on sale of assets2021-06-30$21,507,724
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2021-06-30133082707
2020 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$448,105
Total unrealized appreciation/depreciation of assets2020-06-30$448,105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$3,600,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,101,753
Total income from all sources (including contributions)2020-06-30$21,351,446
Total loss/gain on sale of assets2020-06-30$369,983
Total of all expenses incurred2020-06-30$20,702,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$19,484,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$18,927,264
Value of total assets at end of year2020-06-30$46,697,843
Value of total assets at beginning of year2020-06-30$44,550,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,217,468
Total interest from all sources2020-06-30$746,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$162,074
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
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$25,640
Assets. Other investments not covered elsewhere at end of year2020-06-30$715,997
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$610,532
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$8,062,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$2,509,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$1,746,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$1,589,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$27,500
Other income not declared elsewhere2020-06-30$35,173
Administrative expenses (other) incurred2020-06-30$867,778
Liabilities. Value of operating payables at end of year2020-06-30$224,907
Liabilities. Value of operating payables at beginning of year2020-06-30$194,972
Total non interest bearing cash at end of year2020-06-30$-1,512,932
Total non interest bearing cash at beginning of year2020-06-30$-1,504,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$649,194
Value of net assets at end of year (total assets less liabilities)2020-06-30$43,097,647
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$42,448,453
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$65,081
Value of interest in pooled separate accounts at end of year2020-06-30$0
Interest earned on other investments2020-06-30$313,333
Income. Interest from US Government securities2020-06-30$187,091
Income. Interest from corporate debt instruments2020-06-30$233,611
Value of interest in common/collective trusts at end of year2020-06-30$11,853,639
Value of interest in common/collective trusts at beginning of year2020-06-30$11,039,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$3,785,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,462,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,462,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$11,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$11,179,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$10,899,163
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$11,355,360
Asset value of US Government securities at end of year2020-06-30$7,043,505
Asset value of US Government securities at beginning of year2020-06-30$6,273,448
Net investment gain or loss from common/collective trusts2020-06-30$824,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
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$18,901,624
Employer contributions (assets) at end of year2020-06-30$3,083,307
Employer contributions (assets) at beginning of year2020-06-30$5,397,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$67,424
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$8,026,304
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$7,612,876
Contract administrator fees2020-06-30$122,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Liabilities. Value of benefit claims payable at end of year2020-06-30$1,786,180
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$1,879,281
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$13,383
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$13,042
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
Aggregate proceeds on sale of assets2020-06-30$25,539,528
Aggregate carrying amount (costs) on sale of assets2020-06-30$25,169,545
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 name2020-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2020-06-30133082707
2019 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$458,148
Total unrealized appreciation/depreciation of assets2019-06-30$458,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,101,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$3,280,799
Total income from all sources (including contributions)2019-06-30$23,554,143
Total loss/gain on sale of assets2019-06-30$134,303
Total of all expenses incurred2019-06-30$19,799,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$18,674,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$21,091,554
Value of total assets at end of year2019-06-30$44,550,206
Value of total assets at beginning of year2019-06-30$41,975,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,125,412
Total interest from all sources2019-06-30$735,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$170,379
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
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$59,322
Assets. Other investments not covered elsewhere at end of year2019-06-30$610,532
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$608,005
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$8,326,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$1,746,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$1,271,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$27,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$1,223,017
Other income not declared elsewhere2019-06-30$145
Administrative expenses (other) incurred2019-06-30$784,932
Liabilities. Value of operating payables at end of year2019-06-30$194,972
Liabilities. Value of operating payables at beginning of year2019-06-30$167,821
Total non interest bearing cash at end of year2019-06-30$-1,504,885
Total non interest bearing cash at beginning of year2019-06-30$-2,048,377
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$3,754,233
Value of net assets at end of year (total assets less liabilities)2019-06-30$42,448,453
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$38,694,220
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$65,263
Value of interest in pooled separate accounts at end of year2019-06-30$0
Interest earned on other investments2019-06-30$302,942
Income. Interest from US Government securities2019-06-30$182,367
Income. Interest from corporate debt instruments2019-06-30$234,102
Value of interest in common/collective trusts at end of year2019-06-30$11,039,022
Value of interest in common/collective trusts at beginning of year2019-06-30$10,914,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,462,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$2,504,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$2,504,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$15,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$10,899,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$10,872,840
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$10,295,558
Asset value of US Government securities at end of year2019-06-30$6,273,448
Asset value of US Government securities at beginning of year2019-06-30$7,232,038
Net investment gain or loss from common/collective trusts2019-06-30$1,134,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
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$21,032,232
Employer contributions (assets) at end of year2019-06-30$5,397,912
Employer contributions (assets) at beginning of year2019-06-30$4,268,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$52,385
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$7,612,876
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$6,339,160
Contract administrator fees2019-06-30$104,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Liabilities. Value of benefit claims payable at end of year2019-06-30$1,879,281
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$1,889,961
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$13,042
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$12,711
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$26,049,472
Aggregate carrying amount (costs) on sale of assets2019-06-30$25,915,169
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2019-06-30133082707
2018 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-303,470
Total unrealized appreciation/depreciation of assets2018-06-30$-303,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$3,280,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$3,111,296
Total income from all sources (including contributions)2018-06-30$19,020,324
Total loss/gain on sale of assets2018-06-30$-168,750
Total of all expenses incurred2018-06-30$19,524,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$18,337,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$17,084,431
Value of total assets at end of year2018-06-30$41,975,019
Value of total assets at beginning of year2018-06-30$42,309,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,186,459
Total interest from all sources2018-06-30$739,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$181,514
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
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$74,612
Assets. Other investments not covered elsewhere at end of year2018-06-30$608,005
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$629,130
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$7,884,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$1,271,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$1,279,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$1,223,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$842,736
Other income not declared elsewhere2018-06-30$20,719
Administrative expenses (other) incurred2018-06-30$840,837
Liabilities. Value of operating payables at end of year2018-06-30$167,821
Liabilities. Value of operating payables at beginning of year2018-06-30$131,022
Total non interest bearing cash at end of year2018-06-30$-2,048,377
Total non interest bearing cash at beginning of year2018-06-30$-1,293,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-504,011
Value of net assets at end of year (total assets less liabilities)2018-06-30$38,694,220
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$39,198,231
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$54,916
Interest earned on other investments2018-06-30$304,546
Income. Interest from US Government securities2018-06-30$184,010
Income. Interest from corporate debt instruments2018-06-30$241,433
Value of interest in common/collective trusts at end of year2018-06-30$10,914,369
Value of interest in common/collective trusts at beginning of year2018-06-30$12,291,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$2,504,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,933,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,933,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$9,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$10,872,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$10,619,911
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$10,401,395
Asset value of US Government securities at end of year2018-06-30$7,232,038
Asset value of US Government securities at beginning of year2018-06-30$5,929,925
Net investment gain or loss from common/collective trusts2018-06-30$1,647,723
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$17,009,819
Employer contributions (assets) at end of year2018-06-30$4,268,184
Employer contributions (assets) at beginning of year2018-06-30$3,795,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$52,475
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$6,339,160
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$7,111,736
Contract administrator fees2018-06-30$109,192
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Liabilities. Value of benefit claims payable at end of year2018-06-30$1,889,961
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$2,137,538
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$12,711
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$12,592
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$17,491,729
Aggregate carrying amount (costs) on sale of assets2018-06-30$17,660,479
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2018-06-30133082707
2017 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-274,937
Total unrealized appreciation/depreciation of assets2017-06-30$-274,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$3,111,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,040,091
Total income from all sources (including contributions)2017-06-30$18,545,678
Total loss/gain on sale of assets2017-06-30$-173,363
Total of all expenses incurred2017-06-30$19,765,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$18,608,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$16,474,597
Value of total assets at end of year2017-06-30$42,309,527
Value of total assets at beginning of year2017-06-30$41,458,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,157,105
Total interest from all sources2017-06-30$672,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$198,792
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
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$39,303
Assets. Other investments not covered elsewhere at end of year2017-06-30$629,130
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$480,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$9,273,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$1,279,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$252,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$842,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$279,838
Other income not declared elsewhere2017-06-30$13
Administrative expenses (other) incurred2017-06-30$798,586
Liabilities. Value of operating payables at end of year2017-06-30$131,022
Liabilities. Value of operating payables at beginning of year2017-06-30$162,512
Total non interest bearing cash at end of year2017-06-30$-1,293,691
Total non interest bearing cash at beginning of year2017-06-30$-998,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-1,219,773
Value of net assets at end of year (total assets less liabilities)2017-06-30$39,198,231
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$40,418,004
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$54,623
Interest earned on other investments2017-06-30$287,612
Income. Interest from US Government securities2017-06-30$169,733
Income. Interest from corporate debt instruments2017-06-30$211,488
Value of interest in common/collective trusts at end of year2017-06-30$12,291,645
Value of interest in common/collective trusts at beginning of year2017-06-30$10,444,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,933,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,022,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,022,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$3,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$10,619,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$10,359,723
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$9,290,588
Asset value of US Government securities at end of year2017-06-30$5,929,925
Asset value of US Government securities at beginning of year2017-06-30$8,878,911
Net investment gain or loss from common/collective trusts2017-06-30$1,847,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
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$16,435,294
Employer contributions (assets) at end of year2017-06-30$3,795,314
Employer contributions (assets) at beginning of year2017-06-30$5,311,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$44,659
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$7,111,736
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$4,704,637
Contract administrator fees2017-06-30$105,104
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Liabilities. Value of benefit claims payable at end of year2017-06-30$2,137,538
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$597,741
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$12,592
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$2,116
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$18,990,864
Aggregate carrying amount (costs) on sale of assets2017-06-30$19,164,227
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 name2017-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2017-06-30133082707
2016 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$300,924
Total unrealized appreciation/depreciation of assets2016-06-30$300,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,040,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,581,844
Total income from all sources (including contributions)2016-06-30$19,338,114
Total loss/gain on sale of assets2016-06-30$-83,748
Total of all expenses incurred2016-06-30$16,990,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$15,865,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$18,065,342
Value of total assets at end of year2016-06-30$41,458,095
Value of total assets at beginning of year2016-06-30$40,652,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,125,050
Total interest from all sources2016-06-30$661,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$158,777
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
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$17,198
Assets. Other investments not covered elsewhere at end of year2016-06-30$480,660
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$420,348
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$6,491,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$252,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$2,162,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$279,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$878,203
Other income not declared elsewhere2016-06-30$1,172
Administrative expenses (other) incurred2016-06-30$804,621
Liabilities. Value of operating payables at end of year2016-06-30$162,512
Liabilities. Value of operating payables at beginning of year2016-06-30$106,572
Total non interest bearing cash at end of year2016-06-30$-998,265
Total non interest bearing cash at beginning of year2016-06-30$-198,718
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$2,347,748
Value of net assets at end of year (total assets less liabilities)2016-06-30$40,418,004
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$38,070,256
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$63,188
Interest earned on other investments2016-06-30$217,561
Income. Interest from US Government securities2016-06-30$198,115
Income. Interest from corporate debt instruments2016-06-30$242,871
Value of interest in common/collective trusts at end of year2016-06-30$10,444,398
Value of interest in common/collective trusts at beginning of year2016-06-30$10,051,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,022,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,085,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,085,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$3,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$10,359,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$7,159,915
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$9,300,311
Asset value of US Government securities at end of year2016-06-30$8,878,911
Asset value of US Government securities at beginning of year2016-06-30$9,100,022
Net investment gain or loss from common/collective trusts2016-06-30$392,748
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$18,048,144
Employer contributions (assets) at end of year2016-06-30$5,311,057
Employer contributions (assets) at beginning of year2016-06-30$4,382,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$73,161
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$4,704,637
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$6,485,491
Contract administrator fees2016-06-30$98,464
Liabilities. Value of benefit claims payable at end of year2016-06-30$597,741
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$1,597,069
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$2,116
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$2,373
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
Aggregate proceeds on sale of assets2016-06-30$16,353,249
Aggregate carrying amount (costs) on sale of assets2016-06-30$16,436,997
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2016-06-30133082707
2015 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-167,025
Total unrealized appreciation/depreciation of assets2015-06-30$-167,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,581,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,245,237
Total income from all sources (including contributions)2015-06-30$16,188,588
Total loss/gain on sale of assets2015-06-30$-122,784
Total of all expenses incurred2015-06-30$14,277,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$13,065,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$15,105,416
Value of total assets at end of year2015-06-30$40,652,100
Value of total assets at beginning of year2015-06-30$38,404,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,211,300
Total interest from all sources2015-06-30$677,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$166,518
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
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$27,668
Assets. Other investments not covered elsewhere at end of year2015-06-30$420,348
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$339,367
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$6,983,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$2,162,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$626,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$878,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$683,504
Other income not declared elsewhere2015-06-30$1,909
Administrative expenses (other) incurred2015-06-30$880,622
Liabilities. Value of operating payables at end of year2015-06-30$106,572
Liabilities. Value of operating payables at beginning of year2015-06-30$204,003
Total non interest bearing cash at end of year2015-06-30$-198,718
Total non interest bearing cash at beginning of year2015-06-30$-47,247
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$1,911,339
Value of net assets at end of year (total assets less liabilities)2015-06-30$38,070,256
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$36,158,917
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$75,835
Interest earned on other investments2015-06-30$170,632
Income. Interest from US Government securities2015-06-30$219,234
Income. Interest from corporate debt instruments2015-06-30$287,159
Value of interest in common/collective trusts at end of year2015-06-30$10,051,650
Value of interest in common/collective trusts at beginning of year2015-06-30$9,367,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,085,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$687,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$687,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$7,159,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$7,004,081
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$6,027,135
Asset value of US Government securities at end of year2015-06-30$9,100,022
Asset value of US Government securities at beginning of year2015-06-30$8,826,980
Net investment gain or loss from common/collective trusts2015-06-30$693,247
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$15,077,748
Employer contributions (assets) at end of year2015-06-30$4,382,704
Employer contributions (assets) at beginning of year2015-06-30$3,577,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$55,360
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$6,485,491
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$8,019,577
Contract administrator fees2015-06-30$88,325
Liabilities. Value of benefit claims payable at end of year2015-06-30$1,597,069
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$1,357,730
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$2,373
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$2,630
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
Aggregate proceeds on sale of assets2015-06-30$53,712,228
Aggregate carrying amount (costs) on sale of assets2015-06-30$53,835,012
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 name2015-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2015-06-30133082707
2014 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$201,782
Total unrealized appreciation/depreciation of assets2014-06-30$201,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,245,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$3,449,424
Total income from all sources (including contributions)2014-06-30$15,489,419
Total loss/gain on sale of assets2014-06-30$26,652
Total of all expenses incurred2014-06-30$14,390,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$13,231,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$12,681,454
Value of total assets at end of year2014-06-30$38,404,154
Value of total assets at beginning of year2014-06-30$38,509,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,158,607
Total interest from all sources2014-06-30$733,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$198,860
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
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$58,335
Assets. Other investments not covered elsewhere at end of year2014-06-30$339,367
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$334,018
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$6,749,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$626,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$885,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$683,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$1,955,857
Administrative expenses (other) incurred2014-06-30$774,625
Liabilities. Value of operating payables at end of year2014-06-30$204,003
Liabilities. Value of operating payables at beginning of year2014-06-30$156,857
Total non interest bearing cash at end of year2014-06-30$-47,247
Total non interest bearing cash at beginning of year2014-06-30$-67,156
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$1,098,841
Value of net assets at end of year (total assets less liabilities)2014-06-30$36,158,917
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$35,060,076
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$94,640
Interest earned on other investments2014-06-30$18,600
Income. Interest from US Government securities2014-06-30$277,516
Income. Interest from corporate debt instruments2014-06-30$436,040
Value of interest in common/collective trusts at end of year2014-06-30$9,367,257
Value of interest in common/collective trusts at beginning of year2014-06-30$7,529,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$687,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$917,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$917,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$1,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$7,004,081
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$6,431,423
Asset value of US Government securities at end of year2014-06-30$8,826,980
Asset value of US Government securities at beginning of year2014-06-30$14,905,620
Net investment gain or loss from common/collective trusts2014-06-30$1,845,660
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$12,623,119
Employer contributions (assets) at end of year2014-06-30$3,577,749
Employer contributions (assets) at beginning of year2014-06-30$3,266,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$51,391
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$8,019,577
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$10,735,552
Contract administrator fees2014-06-30$90,482
Liabilities. Value of benefit claims payable at end of year2014-06-30$1,357,730
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$1,336,710
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$2,630
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$2,887
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
Aggregate proceeds on sale of assets2014-06-30$85,249,406
Aggregate carrying amount (costs) on sale of assets2014-06-30$85,222,754
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2014-06-30133082707
2013 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-407,590
Total unrealized appreciation/depreciation of assets2013-06-30$-407,590
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$3,449,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,847,067
Total income from all sources (including contributions)2013-06-30$13,185,979
Total loss/gain on sale of assets2013-06-30$-71,929
Total of all expenses incurred2013-06-30$13,556,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$12,530,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$11,507,000
Value of total assets at end of year2013-06-30$38,509,500
Value of total assets at beginning of year2013-06-30$37,278,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,026,318
Total interest from all sources2013-06-30$816,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$161,659
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$37,941
Assets. Other investments not covered elsewhere at end of year2013-06-30$334,018
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$234,885
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$6,640,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$885,111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$2,481,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$1,955,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$290,529
Other income not declared elsewhere2013-06-30$2,114
Administrative expenses (other) incurred2013-06-30$681,224
Liabilities. Value of operating payables at end of year2013-06-30$156,857
Liabilities. Value of operating payables at beginning of year2013-06-30$127,937
Total non interest bearing cash at end of year2013-06-30$-67,156
Total non interest bearing cash at beginning of year2013-06-30$-63,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-370,965
Value of net assets at end of year (total assets less liabilities)2013-06-30$35,060,076
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$35,431,041
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$96,557
Interest earned on other investments2013-06-30$12,398
Income. Interest from US Government securities2013-06-30$321,913
Income. Interest from corporate debt instruments2013-06-30$479,881
Value of interest in common/collective trusts at end of year2013-06-30$7,529,246
Value of interest in common/collective trusts at beginning of year2013-06-30$6,495,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$917,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$818,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$818,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$2,448
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$5,847,977
Asset value of US Government securities at end of year2013-06-30$14,905,620
Asset value of US Government securities at beginning of year2013-06-30$14,131,093
Net investment gain or loss from common/collective trusts2013-06-30$1,339,744
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$11,469,059
Employer contributions (assets) at end of year2013-06-30$3,266,591
Employer contributions (assets) at beginning of year2013-06-30$2,771,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$42,385
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$10,735,552
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$10,405,809
Contract administrator fees2013-06-30$86,878
Liabilities. Value of benefit claims payable at end of year2013-06-30$1,336,710
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$1,428,601
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$2,887
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$2,289
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
Aggregate proceeds on sale of assets2013-06-30$80,980,271
Aggregate carrying amount (costs) on sale of assets2013-06-30$81,052,200
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 name2013-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2013-06-30133082707
2012 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$433,106
Total unrealized appreciation/depreciation of assets2012-06-30$433,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,847,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,187,425
Total income from all sources (including contributions)2012-06-30$12,845,465
Total loss/gain on sale of assets2012-06-30$181,654
Total of all expenses incurred2012-06-30$12,983,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$11,928,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$10,956,216
Value of total assets at end of year2012-06-30$37,278,108
Value of total assets at beginning of year2012-06-30$36,756,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,055,223
Total interest from all sources2012-06-30$949,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$153,989
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$26,436
Assets. Other investments not covered elsewhere at end of year2012-06-30$234,885
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$180,838
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$6,971,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$2,481,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,044,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$290,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$82,194
Other income not declared elsewhere2012-06-30$125
Administrative expenses (other) incurred2012-06-30$715,843
Liabilities. Value of operating payables at end of year2012-06-30$127,937
Liabilities. Value of operating payables at beginning of year2012-06-30$224,482
Total non interest bearing cash at end of year2012-06-30$-63,556
Total non interest bearing cash at beginning of year2012-06-30$-1,272,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-138,273
Value of net assets at end of year (total assets less liabilities)2012-06-30$35,431,041
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$35,569,314
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$93,404
Interest earned on other investments2012-06-30$11,063
Income. Interest from US Government securities2012-06-30$427,742
Income. Interest from corporate debt instruments2012-06-30$508,672
Value of interest in common/collective trusts at end of year2012-06-30$6,495,918
Value of interest in common/collective trusts at beginning of year2012-06-30$6,827,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$818,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,511,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,511,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$2,402
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$4,908,234
Asset value of US Government securities at end of year2012-06-30$14,131,093
Asset value of US Government securities at beginning of year2012-06-30$12,995,080
Net investment gain or loss from common/collective trusts2012-06-30$324,485
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$10,929,780
Employer contributions (assets) at end of year2012-06-30$2,771,839
Employer contributions (assets) at beginning of year2012-06-30$3,623,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$49,272
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$10,405,809
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$11,843,645
Contract administrator fees2012-06-30$91,987
Liabilities. Value of benefit claims payable at end of year2012-06-30$1,428,601
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$880,749
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$2,289
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$2,289
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$80,550,629
Aggregate carrying amount (costs) on sale of assets2012-06-30$80,368,975
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 name2012-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2012-06-30133082707
2011 : POINTERS CLEANERS & CAULKERS WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$6,155
Total unrealized appreciation/depreciation of assets2011-06-30$6,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,187,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,817,100
Total income from all sources (including contributions)2011-06-30$14,827,334
Total loss/gain on sale of assets2011-06-30$169,585
Total of all expenses incurred2011-06-30$13,387,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$12,262,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$11,976,925
Value of total assets at end of year2011-06-30$36,756,739
Value of total assets at beginning of year2011-06-30$35,946,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,125,205
Total interest from all sources2011-06-30$953,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$173,426
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$35,596
Assets. Other investments not covered elsewhere at end of year2011-06-30$180,838
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$59,120
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$6,805,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,044,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$600,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$82,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$92,034
Other income not declared elsewhere2011-06-30$1,113
Administrative expenses (other) incurred2011-06-30$743,664
Liabilities. Value of operating payables at end of year2011-06-30$224,482
Liabilities. Value of operating payables at beginning of year2011-06-30$104,615
Total non interest bearing cash at end of year2011-06-30$-1,272,578
Total non interest bearing cash at beginning of year2011-06-30$-628,508
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$1,439,791
Value of net assets at end of year (total assets less liabilities)2011-06-30$35,569,314
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$34,129,523
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$115,192
Interest earned on other investments2011-06-30$5,981
Income. Interest from US Government securities2011-06-30$498,292
Income. Interest from corporate debt instruments2011-06-30$444,671
Value of interest in common/collective trusts at end of year2011-06-30$6,827,343
Value of interest in common/collective trusts at beginning of year2011-06-30$5,812,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,511,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,283,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,283,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$4,174
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$5,411,330
Asset value of US Government securities at end of year2011-06-30$12,995,080
Asset value of US Government securities at beginning of year2011-06-30$18,382,250
Net investment gain or loss from common/collective trusts2011-06-30$1,720,438
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$11,941,329
Employer contributions (assets) at end of year2011-06-30$3,623,603
Employer contributions (assets) at beginning of year2011-06-30$2,343,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$45,965
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$11,843,645
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$8,090,198
Contract administrator fees2011-06-30$92,923
Liabilities. Value of benefit claims payable at end of year2011-06-30$880,749
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$1,620,451
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$2,289
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$3,201
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$135,554,876
Aggregate carrying amount (costs) on sale of assets2011-06-30$135,385,291
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 name2011-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2011-06-30133082707

Form 5500 Responses for POINTERS CLEANERS & CAULKERS WELFARE FUND

2021: POINTERS CLEANERS & CAULKERS WELFARE FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
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: POINTERS CLEANERS & CAULKERS WELFARE FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
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: POINTERS CLEANERS & CAULKERS WELFARE FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: POINTERS CLEANERS & CAULKERS WELFARE FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: POINTERS CLEANERS & CAULKERS WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: POINTERS CLEANERS & CAULKERS WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: POINTERS CLEANERS & CAULKERS WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: POINTERS CLEANERS & CAULKERS WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: POINTERS CLEANERS & CAULKERS WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: POINTERS CLEANERS & CAULKERS WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: POINTERS CLEANERS & CAULKERS WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: POINTERS CLEANERS & CAULKERS WELFARE FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: POINTERS CLEANERS & CAULKERS WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069016
Policy instance 3
Insurance contract or identification number069016
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered3920
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
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 number260C89
Policy instance 2
Insurance contract or identification number260C89
Number of Individuals Covered2226
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $15,263
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,263
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069016
Policy instance 3
Insurance contract or identification number069016
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered3808
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
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 number260C89
Policy instance 2
Insurance contract or identification number260C89
Number of Individuals Covered2392
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $16,569
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,569
Insurance broker organization code?3
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C89
Policy instance 2
Insurance contract or identification number260C89
Number of Individuals Covered2777
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $14,809
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $108,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,809
Insurance broker organization code?3
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered4272
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069016
Policy instance 3
Insurance contract or identification number069016
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069016
Policy instance 3
Insurance contract or identification number069016
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number260C89
Policy instance 2
Insurance contract or identification number260C89
Number of Individuals Covered2421
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $14,006
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,006
Insurance broker organization code?3
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered3825
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
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 number260C89
Policy instance 2
Insurance contract or identification number260C89
Number of Individuals Covered2152
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $13,643
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069016
Policy instance 3
Insurance contract or identification number069016
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered3597
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered3719
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069016
Policy instance 3
Insurance contract or identification number069016
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number260C89
Policy instance 2
Insurance contract or identification number260C89
Number of Individuals Covered2086
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $13,317
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $82,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,317
Insurance broker organization code?3
Insurance broker nameASO BROKERAGE SERVICES, INC
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered3431
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
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 number260C89
Policy instance 2
Insurance contract or identification number260C89
Number of Individuals Covered1910
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $10,427
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,427
Insurance broker organization code?3
Insurance broker nameASO BROKERAGE SERVICES, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069016
Policy instance 3
Insurance contract or identification number069016
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069016
Policy instance 4
Insurance contract or identification number069016
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 number260C90
Policy instance 3
Insurance contract or identification number260C90
Number of Individuals Covered951
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $11,374
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,374
Insurance broker nameASO BROKERAGE SERVICES, INC
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 2
Insurance contract or identification number375187/188/499
Number of Individuals Covered3188
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05572380
Policy instance 1
Insurance contract or identification numberTM05572380
Number of Individuals Covered2478
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $57,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered3331
Insurance policy start date2012-07-01
Insurance policy end date2013-07-01
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05572380
Policy instance 2
Insurance contract or identification numberTM05572380
Number of Individuals Covered2478
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $114,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered3378
Insurance policy start date2011-07-01
Insurance policy end date2012-07-01
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05572380
Policy instance 2
Insurance contract or identification numberTM05572380
Number of Individuals Covered2235
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D - DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $95,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05572380
Policy instance 2
Insurance contract or identification numberTM05572380
Number of Individuals Covered2595
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D - DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $108,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number375187/188/499
Policy instance 1
Insurance contract or identification number375187/188/499
Number of Individuals Covered3153
Insurance policy start date2010-07-01
Insurance policy end date2011-07-01
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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