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U.S.W.U. LOCAL 74 WELFARE FUND 401k Plan overview

Plan NameU.S.W.U. LOCAL 74 WELFARE FUND
Plan identification number 501

U.S.W.U. LOCAL 74 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)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BOARD OF TRUSTEES OF U.S.W.U. LOCAL 74 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF U.S.W.U. LOCAL 74 WELFARE FUND
Employer identification number (EIN):131912506
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.S.W.U. LOCAL 74 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01SAL ALLADEEN2023-10-16 EDWARD CLEVENGER2023-10-16
5012021-01-01SAL ALLADEEN2022-10-17 EDWARD CLEVENGER2022-10-14
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01SAL ALLADEEN
5012016-01-01SAL ALLADEEN
5012015-01-01SAL ALLADEEN
5012014-01-01SAL ALLADEEN
5012013-01-01SAL ALLADEEN
5012012-01-01SAL ALLADEEN
5012011-01-01SAL ALLADEEN
5012009-01-01SAL ALLADEEN

Plan Statistics for U.S.W.U. LOCAL 74 WELFARE FUND

401k plan membership statisitcs for U.S.W.U. LOCAL 74 WELFARE FUND

Measure Date Value
2022: U.S.W.U. LOCAL 74 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,169
Total number of active participants reported on line 7a of the Form 55002022-01-011,975
Total of all active and inactive participants2022-01-011,975
Number of employers contributing to the scheme2022-01-01117
2021: U.S.W.U. LOCAL 74 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,273
Total number of active participants reported on line 7a of the Form 55002021-01-012,169
Total of all active and inactive participants2021-01-012,169
Number of employers contributing to the scheme2021-01-01130
2020: U.S.W.U. LOCAL 74 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,535
Total number of active participants reported on line 7a of the Form 55002020-01-012,254
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,273
Number of employers contributing to the scheme2020-01-01123
2019: U.S.W.U. LOCAL 74 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,639
Total number of active participants reported on line 7a of the Form 55002019-01-012,513
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,535
Number of employers contributing to the scheme2019-01-01131
2018: U.S.W.U. LOCAL 74 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-013,772
Total number of active participants reported on line 7a of the Form 55002018-01-012,617
Number of retired or separated participants receiving benefits2018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,639
Number of employers contributing to the scheme2018-01-01129
2017: U.S.W.U. LOCAL 74 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-013,837
Total number of active participants reported on line 7a of the Form 55002017-01-013,745
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013,772
Number of employers contributing to the scheme2017-01-01139
2016: U.S.W.U. LOCAL 74 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-014,112
Total number of active participants reported on line 7a of the Form 55002016-01-013,812
Number of retired or separated participants receiving benefits2016-01-0125
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013,837
Number of employers contributing to the scheme2016-01-01144
2015: U.S.W.U. LOCAL 74 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-014,746
Total number of active participants reported on line 7a of the Form 55002015-01-014,112
Number of retired or separated participants receiving benefits2015-01-0147
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014,159
Number of employers contributing to the scheme2015-01-01155
2014: U.S.W.U. LOCAL 74 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-014,803
Total number of active participants reported on line 7a of the Form 55002014-01-014,746
Number of retired or separated participants receiving benefits2014-01-0134
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014,780
Number of employers contributing to the scheme2014-01-01150
2013: U.S.W.U. LOCAL 74 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-015,459
Total number of active participants reported on line 7a of the Form 55002013-01-014,803
Number of retired or separated participants receiving benefits2013-01-0153
Total of all active and inactive participants2013-01-014,856
Number of employers contributing to the scheme2013-01-01150
2012: U.S.W.U. LOCAL 74 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-015,401
Total number of active participants reported on line 7a of the Form 55002012-01-015,459
Number of retired or separated participants receiving benefits2012-01-01309
Total of all active and inactive participants2012-01-015,768
Number of employers contributing to the scheme2012-01-01150
2011: U.S.W.U. LOCAL 74 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-015,606
Total number of active participants reported on line 7a of the Form 55002011-01-015,401
Number of retired or separated participants receiving benefits2011-01-01362
Total of all active and inactive participants2011-01-015,763
Number of employers contributing to the scheme2011-01-01149
2009: U.S.W.U. LOCAL 74 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-014,918
Total number of active participants reported on line 7a of the Form 55002009-01-014,391
Number of retired or separated participants receiving benefits2009-01-01405
Total of all active and inactive participants2009-01-014,796
Number of employers contributing to the scheme2009-01-01140

Financial Data on U.S.W.U. LOCAL 74 WELFARE FUND

Measure Date Value
2022 : U.S.W.U. LOCAL 74 WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-13,986,576
Total unrealized appreciation/depreciation of assets2022-12-31$-13,986,576
Total transfer of assets to this plan2022-12-31$462,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,348,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,645,357
Total income from all sources (including contributions)2022-12-31$25,530,234
Total loss/gain on sale of assets2022-12-31$-3,168
Total of all expenses incurred2022-12-31$35,112,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,069,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$37,215,614
Value of total assets at end of year2022-12-31$97,524,747
Value of total assets at beginning of year2022-12-31$108,940,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,043,018
Total interest from all sources2022-12-31$2,301,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$662,724
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$47,698
Assets. Other investments not covered elsewhere at end of year2022-12-31$20,305,132
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,340,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$521,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$631,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,715,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,886,400
Other income not declared elsewhere2022-12-31$2,548
Administrative expenses (other) incurred2022-12-31$1,237,118
Liabilities. Value of operating payables at end of year2022-12-31$425,463
Liabilities. Value of operating payables at beginning of year2022-12-31$358,957
Total non interest bearing cash at end of year2022-12-31$1,521,706
Total non interest bearing cash at beginning of year2022-12-31$2,124,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,582,055
Value of net assets at end of year (total assets less liabilities)2022-12-31$89,176,198
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$98,295,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$143,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,988,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,048,119
Interest earned on other investments2022-12-31$2,301,816
Value of interest in common/collective trusts at end of year2022-12-31$47,806,133
Value of interest in common/collective trusts at beginning of year2022-12-31$56,556,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,216,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,370,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,370,139
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$33,036,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$37,167,916
Employer contributions (assets) at end of year2022-12-31$3,048,448
Employer contributions (assets) at beginning of year2022-12-31$3,856,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,207,500
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,400,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$117,582
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$13,294
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,021,762
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,024,930
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2022-12-31132858927
2021 : U.S.W.U. LOCAL 74 WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$9,358,607
Total unrealized appreciation/depreciation of assets2021-12-31$9,358,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,645,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,438,555
Total income from all sources (including contributions)2021-12-31$50,153,770
Total loss/gain on sale of assets2021-12-31$597,526
Total of all expenses incurred2021-12-31$35,779,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$33,781,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$37,659,380
Value of total assets at end of year2021-12-31$108,940,758
Value of total assets at beginning of year2021-12-31$88,359,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,997,612
Total interest from all sources2021-12-31$2,377,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at beginning of year2021-12-31$8,200,057
Administrative expenses professional fees incurred2021-12-31$643,626
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$41,778
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,340,761
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,911,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$631,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$378,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,886,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$105,420
Other income not declared elsewhere2021-12-31$160,925
Administrative expenses (other) incurred2021-12-31$1,125,834
Liabilities. Value of operating payables at end of year2021-12-31$358,957
Liabilities. Value of operating payables at beginning of year2021-12-31$233,135
Total non interest bearing cash at end of year2021-12-31$2,124,128
Total non interest bearing cash at beginning of year2021-12-31$2,719,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,374,720
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,295,401
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$83,920,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$228,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,048,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,318,926
Interest earned on other investments2021-12-31$2,377,332
Value of interest in common/collective trusts at end of year2021-12-31$56,556,750
Value of interest in common/collective trusts at beginning of year2021-12-31$43,863,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,370,139
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$33,781,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$37,617,602
Employer contributions (assets) at end of year2021-12-31$3,856,215
Employer contributions (assets) at beginning of year2021-12-31$3,950,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,400,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,100,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$13,294
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$15,673
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$8,833,359
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,235,833
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2021-12-31132858927
2020 : U.S.W.U. LOCAL 74 WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,456,984
Total unrealized appreciation/depreciation of assets2020-12-31$6,456,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,438,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,866,959
Total income from all sources (including contributions)2020-12-31$46,171,594
Total loss/gain on sale of assets2020-12-31$269,293
Total of all expenses incurred2020-12-31$33,454,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$31,245,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$38,011,480
Value of total assets at end of year2020-12-31$88,359,236
Value of total assets at beginning of year2020-12-31$77,070,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,209,018
Total interest from all sources2020-12-31$592,451
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$841,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$841,386
Assets. Real estate other than employer real property at end of year2020-12-31$8,200,057
Assets. Real estate other than employer real property at beginning of year2020-12-31$4,565,706
Administrative expenses professional fees incurred2020-12-31$620,720
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$91,600
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,911,875
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,344,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$378,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,021,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$105,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$234,313
Administrative expenses (other) incurred2020-12-31$1,317,534
Liabilities. Value of operating payables at end of year2020-12-31$233,135
Liabilities. Value of operating payables at beginning of year2020-12-31$132,646
Total non interest bearing cash at end of year2020-12-31$2,719,069
Total non interest bearing cash at beginning of year2020-12-31$3,198,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,717,112
Value of net assets at end of year (total assets less liabilities)2020-12-31$83,920,681
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,203,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$195,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,318,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,947,795
Interest earned on other investments2020-12-31$592,451
Value of interest in common/collective trusts at end of year2020-12-31$43,863,708
Value of interest in common/collective trusts at beginning of year2020-12-31$40,436,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$31,245,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$37,919,880
Employer contributions (assets) at end of year2020-12-31$3,950,947
Employer contributions (assets) at beginning of year2020-12-31$3,537,099
Contract administrator fees2020-12-31$75,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,100,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,500,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$15,673
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$19,187
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$4,028,174
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,758,881
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2020-12-31132858927
2019 : U.S.W.U. LOCAL 74 WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$8,287,152
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$8,287,152
Total unrealized appreciation/depreciation of assets2019-12-31$8,287,152
Total unrealized appreciation/depreciation of assets2019-12-31$8,287,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,866,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,424,143
Total income from all sources (including contributions)2019-12-31$48,962,298
Total income from all sources (including contributions)2019-12-31$48,962,298
Total loss/gain on sale of assets2019-12-31$105,629
Total loss/gain on sale of assets2019-12-31$105,629
Total of all expenses incurred2019-12-31$35,380,271
Total of all expenses incurred2019-12-31$35,380,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,064,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,064,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,173,894
Value of total assets at end of year2019-12-31$77,070,528
Value of total assets at beginning of year2019-12-31$62,045,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,316,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,316,261
Total interest from all sources2019-12-31$583,947
Total interest from all sources2019-12-31$583,947
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$811,676
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$811,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$652,513
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$652,513
Assets. Real estate other than employer real property at end of year2019-12-31$4,565,706
Assets. Real estate other than employer real property at beginning of year2019-12-31$3,806,639
Administrative expenses professional fees incurred2019-12-31$711,248
Administrative expenses professional fees incurred2019-12-31$711,248
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$60,892
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,344,475
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,351,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,021,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$367,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$234,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$271,316
Administrative expenses (other) incurred2019-12-31$1,427,960
Administrative expenses (other) incurred2019-12-31$1,427,960
Liabilities. Value of operating payables at end of year2019-12-31$132,646
Liabilities. Value of operating payables at beginning of year2019-12-31$52,827
Total non interest bearing cash at end of year2019-12-31$3,198,200
Total non interest bearing cash at beginning of year2019-12-31$1,778,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,582,027
Value of net income/loss2019-12-31$13,582,027
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,203,569
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,621,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$177,053
Investment advisory and management fees2019-12-31$177,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,947,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,187,398
Interest earned on other investments2019-12-31$579,153
Interest earned on other investments2019-12-31$579,153
Value of interest in common/collective trusts at end of year2019-12-31$40,436,286
Value of interest in common/collective trusts at beginning of year2019-12-31$29,285,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$21,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$21,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,794
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$33,064,010
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$33,064,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$39,113,002
Employer contributions (assets) at end of year2019-12-31$3,537,099
Employer contributions (assets) at beginning of year2019-12-31$4,238,323
Income. Dividends from common stock2019-12-31$159,163
Income. Dividends from common stock2019-12-31$159,163
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,500,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,100,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$19,187
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$9,218
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,077,059
Aggregate proceeds on sale of assets2019-12-31$8,077,059
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,971,430
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,971,430
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm name2019-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2019-12-31132858927
Accountancy firm EIN2019-12-31132858927
2018 : U.S.W.U. LOCAL 74 WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,411,439
Total unrealized appreciation/depreciation of assets2018-12-31$-2,411,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,424,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,096,515
Total income from all sources (including contributions)2018-12-31$38,202,809
Total loss/gain on sale of assets2018-12-31$655,651
Total of all expenses incurred2018-12-31$36,374,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,132,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$38,631,135
Value of total assets at end of year2018-12-31$62,045,685
Value of total assets at beginning of year2018-12-31$60,889,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,241,831
Total interest from all sources2018-12-31$552,805
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$630,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$484,693
Assets. Real estate other than employer real property at end of year2018-12-31$3,806,639
Assets. Real estate other than employer real property at beginning of year2018-12-31$3,479,816
Administrative expenses professional fees incurred2018-12-31$585,079
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$117,311
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,351,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$367,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$242,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$271,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$205,004
Other income not declared elsewhere2018-12-31$143,768
Administrative expenses (other) incurred2018-12-31$1,509,438
Liabilities. Value of operating payables at end of year2018-12-31$52,827
Liabilities. Value of operating payables at beginning of year2018-12-31$91,511
Total non interest bearing cash at end of year2018-12-31$1,778,257
Total non interest bearing cash at beginning of year2018-12-31$2,926,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,828,389
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,621,542
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,793,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$147,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,187,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,930,158
Interest earned on other investments2018-12-31$552,666
Value of interest in common/collective trusts at end of year2018-12-31$29,285,013
Value of interest in common/collective trusts at beginning of year2018-12-31$31,529,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$21,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$139
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$34,132,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$38,513,824
Employer contributions (assets) at end of year2018-12-31$4,238,323
Employer contributions (assets) at beginning of year2018-12-31$4,761,733
Income. Dividends from common stock2018-12-31$146,196
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,100,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,800,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$9,218
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$8,340
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,951,322
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,295,671
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2018-12-31132858927
2017 : U.S.W.U. LOCAL 74 WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,276,969
Total unrealized appreciation/depreciation of assets2017-12-31$4,276,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,096,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,624,767
Total income from all sources (including contributions)2017-12-31$51,642,148
Total loss/gain on sale of assets2017-12-31$62,943
Total of all expenses incurred2017-12-31$38,869,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,851,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$46,379,627
Value of total assets at end of year2017-12-31$60,889,668
Value of total assets at beginning of year2017-12-31$47,645,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,017,910
Total interest from all sources2017-12-31$267,828
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$316,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$316,966
Assets. Real estate other than employer real property at end of year2017-12-31$3,479,816
Assets. Real estate other than employer real property at beginning of year2017-12-31$3,186,410
Administrative expenses professional fees incurred2017-12-31$595,478
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$150,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$242,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$642,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$205,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$200,446
Other income not declared elsewhere2017-12-31$4,824
Administrative expenses (other) incurred2017-12-31$1,336,236
Liabilities. Value of operating payables at end of year2017-12-31$91,511
Liabilities. Value of operating payables at beginning of year2017-12-31$224,321
Total non interest bearing cash at end of year2017-12-31$2,926,186
Total non interest bearing cash at beginning of year2017-12-31$4,493,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,772,870
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,793,153
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,020,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$86,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,930,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,378,602
Interest earned on other investments2017-12-31$267,520
Value of interest in common/collective trusts at end of year2017-12-31$31,529,712
Value of interest in common/collective trusts at beginning of year2017-12-31$21,884,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$308
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$36,851,368
Net investment gain or loss from common/collective trusts2017-12-31$332,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$46,228,724
Employer contributions (assets) at end of year2017-12-31$4,761,733
Employer contributions (assets) at beginning of year2017-12-31$6,052,562
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,800,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,200,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$8,340
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,065,257
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,002,314
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2017-12-31132858927
2016 : U.S.W.U. LOCAL 74 WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,637,633
Total unrealized appreciation/depreciation of assets2016-12-31$1,637,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,624,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,571,214
Total income from all sources (including contributions)2016-12-31$52,017,818
Total loss/gain on sale of assets2016-12-31$444,280
Total of all expenses incurred2016-12-31$40,083,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$38,004,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$49,373,064
Value of total assets at end of year2016-12-31$47,645,050
Value of total assets at beginning of year2016-12-31$36,657,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,078,972
Total interest from all sources2016-12-31$128,417
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$231,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$231,764
Assets. Real estate other than employer real property at end of year2016-12-31$3,186,410
Assets. Real estate other than employer real property at beginning of year2016-12-31$1,456,593
Administrative expenses professional fees incurred2016-12-31$581,523
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$97,498
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$642,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$349,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$200,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$250,224
Other income not declared elsewhere2016-12-31$15,769
Administrative expenses (other) incurred2016-12-31$1,464,878
Liabilities. Value of operating payables at end of year2016-12-31$224,321
Liabilities. Value of operating payables at beginning of year2016-12-31$320,990
Total non interest bearing cash at end of year2016-12-31$4,493,975
Total non interest bearing cash at beginning of year2016-12-31$3,976,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,934,374
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,020,283
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,085,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,378,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,704,947
Interest earned on other investments2016-12-31$128,356
Value of interest in common/collective trusts at end of year2016-12-31$21,884,692
Value of interest in common/collective trusts at beginning of year2016-12-31$19,169,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$61
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$38,004,472
Net investment gain or loss from common/collective trusts2016-12-31$186,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$49,275,566
Employer contributions (assets) at end of year2016-12-31$6,052,562
Employer contributions (assets) at beginning of year2016-12-31$3,993,192
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,200,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$5,000,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$1,710
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$13,453,457
Aggregate carrying amount (costs) on sale of assets2016-12-31$13,009,177
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2016-12-31132858927
2015 : U.S.W.U. LOCAL 74 WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-105,878
Total unrealized appreciation/depreciation of assets2015-12-31$-105,878
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,571,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,748,679
Total income from all sources (including contributions)2015-12-31$47,661,539
Total loss/gain on sale of assets2015-12-31$854
Total of all expenses incurred2015-12-31$44,300,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$42,150,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$47,375,409
Value of total assets at end of year2015-12-31$36,657,123
Value of total assets at beginning of year2015-12-31$33,473,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,149,807
Total interest from all sources2015-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$219,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$219,373
Assets. Real estate other than employer real property at end of year2015-12-31$1,456,593
Assets. Real estate other than employer real property at beginning of year2015-12-31$1,210,930
Administrative expenses professional fees incurred2015-12-31$568,552
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$112,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$349,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$348,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$250,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$273,815
Administrative expenses (other) incurred2015-12-31$1,542,407
Liabilities. Value of operating payables at end of year2015-12-31$320,990
Liabilities. Value of operating payables at beginning of year2015-12-31$474,864
Total non interest bearing cash at end of year2015-12-31$3,976,857
Total non interest bearing cash at beginning of year2015-12-31$1,937,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,360,755
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,085,909
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,725,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$38,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,704,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,333,119
Value of interest in common/collective trusts at end of year2015-12-31$19,169,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$42,150,977
Net investment gain or loss from common/collective trusts2015-12-31$171,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$47,263,121
Employer contributions (assets) at end of year2015-12-31$3,993,192
Employer contributions (assets) at beginning of year2015-12-31$4,627,917
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,000,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,000,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$1,710
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$3,595
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,186,300
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,185,446
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2015-12-31132858927
2014 : U.S.W.U. LOCAL 74 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,859,335
Total unrealized appreciation/depreciation of assets2014-12-31$1,859,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,748,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,277,859
Total income from all sources (including contributions)2014-12-31$51,680,268
Total loss/gain on sale of assets2014-12-31$61,285
Total of all expenses incurred2014-12-31$49,384,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$47,203,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$49,486,324
Value of total assets at end of year2014-12-31$33,473,833
Value of total assets at beginning of year2014-12-31$30,707,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,181,096
Total interest from all sources2014-12-31$9,600
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$263,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$263,724
Assets. Real estate other than employer real property at end of year2014-12-31$1,210,930
Administrative expenses professional fees incurred2014-12-31$506,247
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$157,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$348,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$394,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$273,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$254,097
Administrative expenses (other) incurred2014-12-31$1,639,774
Liabilities. Value of operating payables at end of year2014-12-31$474,864
Liabilities. Value of operating payables at beginning of year2014-12-31$123,762
Total non interest bearing cash at end of year2014-12-31$1,937,561
Total non interest bearing cash at beginning of year2014-12-31$1,673,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,295,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,725,154
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,429,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$35,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,333,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,809,527
Interest earned on other investments2014-12-31$9,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,267,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,267,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$24
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$47,203,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$49,329,050
Employer contributions (assets) at end of year2014-12-31$4,627,917
Employer contributions (assets) at beginning of year2014-12-31$4,556,940
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,000,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$4,900,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$3,595
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$5,480
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$14,148,399
Aggregate carrying amount (costs) on sale of assets2014-12-31$14,087,114
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2014-12-31132858927
2013 : U.S.W.U. LOCAL 74 WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,658,684
Total unrealized appreciation/depreciation of assets2013-12-31$-1,658,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,277,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,932,636
Total income from all sources (including contributions)2013-12-31$51,402,001
Total loss/gain on sale of assets2013-12-31$3,729,018
Total of all expenses incurred2013-12-31$46,589,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$44,848,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$48,800,415
Value of total assets at end of year2013-12-31$30,629,776
Value of total assets at beginning of year2013-12-31$26,472,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,740,860
Total interest from all sources2013-12-31$293,814
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$237,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$237,438
Administrative expenses professional fees incurred2013-12-31$561,385
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$193,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$394,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$324,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$254,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$253,517
Administrative expenses (other) incurred2013-12-31$1,126,625
Liabilities. Value of operating payables at end of year2013-12-31$123,762
Liabilities. Value of operating payables at beginning of year2013-12-31$179,119
Total non interest bearing cash at end of year2013-12-31$1,673,958
Total non interest bearing cash at beginning of year2013-12-31$1,766,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,812,411
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,351,917
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,539,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$52,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,207,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,113,262
Income. Interest from US Government securities2013-12-31$102,012
Income. Interest from corporate debt instruments2013-12-31$191,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$22,791,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$788,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$788,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$44,848,730
Asset value of US Government securities at beginning of year2013-12-31$5,007,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$48,607,006
Employer contributions (assets) at end of year2013-12-31$4,556,940
Employer contributions (assets) at beginning of year2013-12-31$4,544,379
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,919,067
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,900,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,500,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$5,480
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$7,364
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$71,274,373
Aggregate carrying amount (costs) on sale of assets2013-12-31$67,545,355
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FITZSIMMONS, KRANTZ & ABRAMS, LLP
Accountancy firm EIN2013-12-31132858927
2012 : U.S.W.U. LOCAL 74 WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,056,194
Total unrealized appreciation/depreciation of assets2012-12-31$1,056,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,932,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,064,256
Total income from all sources (including contributions)2012-12-31$44,889,071
Total loss/gain on sale of assets2012-12-31$291,279
Total of all expenses incurred2012-12-31$45,287,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$43,738,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$42,938,165
Value of total assets at end of year2012-12-31$26,472,142
Value of total assets at beginning of year2012-12-31$26,002,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,548,916
Total interest from all sources2012-12-31$408,612
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$194,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$194,821
Administrative expenses professional fees incurred2012-12-31$544,481
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$177,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$324,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$899,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$253,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$282,784
Administrative expenses (other) incurred2012-12-31$952,508
Liabilities. Value of operating payables at end of year2012-12-31$179,119
Liabilities. Value of operating payables at beginning of year2012-12-31$81,472
Total non interest bearing cash at end of year2012-12-31$1,766,763
Total non interest bearing cash at beginning of year2012-12-31$1,841,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-398,751
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,539,506
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,938,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$51,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,113,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,269,465
Income. Interest from US Government securities2012-12-31$152,646
Income. Interest from corporate debt instruments2012-12-31$255,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$788,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$228,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$228,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$20
Asset value of US Government securities at end of year2012-12-31$5,007,608
Asset value of US Government securities at beginning of year2012-12-31$5,040,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$42,760,252
Employer contributions (assets) at end of year2012-12-31$4,544,379
Employer contributions (assets) at beginning of year2012-12-31$3,881,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$43,738,906
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,919,067
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$5,840,299
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,500,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,700,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$7,364
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$1,569
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$36,234,633
Aggregate carrying amount (costs) on sale of assets2012-12-31$35,943,354
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ABRAMS, HERDE & MERKEL, LLP
Accountancy firm EIN2012-12-31132858927
2011 : U.S.W.U. LOCAL 74 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$184,215
Total unrealized appreciation/depreciation of assets2011-12-31$184,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,064,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,685,018
Total income from all sources (including contributions)2011-12-31$41,318,114
Total loss/gain on sale of assets2011-12-31$131,089
Total of all expenses incurred2011-12-31$44,137,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$42,246,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$40,300,476
Value of total assets at end of year2011-12-31$26,002,513
Value of total assets at beginning of year2011-12-31$28,442,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,890,882
Total interest from all sources2011-12-31$543,738
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$158,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$158,596
Administrative expenses professional fees incurred2011-12-31$682,515
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$217,303
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$79,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$899,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$585,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$282,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$362,190
Administrative expenses (other) incurred2011-12-31$1,148,478
Liabilities. Value of operating payables at end of year2011-12-31$81,472
Liabilities. Value of operating payables at beginning of year2011-12-31$72,828
Total non interest bearing cash at end of year2011-12-31$1,841,187
Total non interest bearing cash at beginning of year2011-12-31$1,391,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,819,138
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,938,257
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,757,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$59,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,269,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,196,829
Income. Interest from US Government securities2011-12-31$223,408
Income. Interest from corporate debt instruments2011-12-31$320,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$228,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,186,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,186,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$185
Asset value of US Government securities at end of year2011-12-31$5,040,577
Asset value of US Government securities at beginning of year2011-12-31$7,101,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$40,083,173
Employer contributions (assets) at end of year2011-12-31$3,881,682
Employer contributions (assets) at beginning of year2011-12-31$3,709,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$42,246,370
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$5,840,299
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$8,187,813
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,700,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$4,250,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$1,569
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$3,731
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$56,537,571
Aggregate carrying amount (costs) on sale of assets2011-12-31$56,406,482
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ABRAMS, HERDE & MERKEL, LLP
Accountancy firm EIN2011-12-31132858927
2010 : U.S.W.U. LOCAL 74 WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,219,757
Total unrealized appreciation/depreciation of assets2010-12-31$1,219,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,685,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,930,914
Total income from all sources (including contributions)2010-12-31$41,819,028
Total loss/gain on sale of assets2010-12-31$444,793
Total of all expenses incurred2010-12-31$36,772,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$34,962,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$39,555,699
Value of total assets at end of year2010-12-31$28,442,413
Value of total assets at beginning of year2010-12-31$26,642,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,810,756
Total interest from all sources2010-12-31$567,312
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$31,467
Administrative expenses professional fees incurred2010-12-31$524,956
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$239,780
Assets. Other investments not covered elsewhere at end of year2010-12-31$79,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$585,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$176,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$362,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,067,836
Administrative expenses (other) incurred2010-12-31$1,216,325
Liabilities. Value of operating payables at end of year2010-12-31$72,828
Liabilities. Value of operating payables at beginning of year2010-12-31$213,078
Total non interest bearing cash at end of year2010-12-31$1,391,179
Total non interest bearing cash at beginning of year2010-12-31$2,296,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,046,272
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,757,395
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,711,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$69,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,196,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest earned on other investments2010-12-31$1,187
Income. Interest from US Government securities2010-12-31$197,970
Income. Interest from corporate debt instruments2010-12-31$367,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,186,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,020,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,020,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$759
Asset value of US Government securities at end of year2010-12-31$7,101,879
Asset value of US Government securities at beginning of year2010-12-31$9,746,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$39,315,919
Employer contributions (assets) at end of year2010-12-31$3,709,793
Employer contributions (assets) at beginning of year2010-12-31$1,972,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,962,000
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$8,187,813
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$8,423,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$4,250,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,650,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$3,731
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$6,928
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$82,490,640
Aggregate carrying amount (costs) on sale of assets2010-12-31$82,045,847
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ABRAMS, HERDE & MERKEL, LLP
Accountancy firm EIN2010-12-31132858927

Form 5500 Responses for U.S.W.U. LOCAL 74 WELFARE FUND

2022: U.S.W.U. LOCAL 74 WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.S.W.U. LOCAL 74 WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.S.W.U. LOCAL 74 WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.S.W.U. LOCAL 74 WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.S.W.U. LOCAL 74 WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.S.W.U. LOCAL 74 WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.S.W.U. LOCAL 74 WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.S.W.U. LOCAL 74 WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.S.W.U. LOCAL 74 WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.S.W.U. LOCAL 74 WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.S.W.U. LOCAL 74 WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.S.W.U. LOCAL 74 WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: U.S.W.U. LOCAL 74 WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0060
Policy instance 3
Insurance contract or identification numberNY0060
Number of Individuals Covered1374
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $122,193
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 number720959
Policy instance 2
Insurance contract or identification number720959
Number of Individuals Covered852
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $195,116
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 number720425
Policy instance 1
Insurance contract or identification number720425
Number of Individuals Covered2699
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $297,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0060
Policy instance 3
Insurance contract or identification numberNY0060
Number of Individuals Covered2174
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $120,735
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 number720959
Policy instance 2
Insurance contract or identification number720959
Number of Individuals Covered943
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $167,340
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 number720425
Policy instance 1
Insurance contract or identification number720425
Number of Individuals Covered2963
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $259,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0060
Policy instance 1
Insurance contract or identification numberNY0060
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $170,969
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 number720425
Policy instance 2
Insurance contract or identification number720425
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
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 number720959
Policy instance 3
Insurance contract or identification number720959
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
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 number720425
Policy instance 1
Insurance contract or identification number720425
Number of Individuals Covered3281
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number300220074
Policy instance 2
Insurance contract or identification number300220074
Number of Individuals Covered580
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
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 number720959
Policy instance 4
Insurance contract or identification number720959
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0060
Policy instance 3
Insurance contract or identification numberNY0060
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
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 number720425
Policy instance 1
Insurance contract or identification number720425
Number of Individuals Covered3745
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number300220074
Policy instance 2
Insurance contract or identification number300220074
Number of Individuals Covered781
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Vision Insurance Welfare BenefitYes
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 number375185
Policy instance 5
Insurance contract or identification number375185
Number of Individuals Covered3812
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0060
Policy instance 4
Insurance contract or identification numberNY0060
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
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 number720425
Policy instance 3
Insurance contract or identification number720425
Number of Individuals Covered3812
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameEMPIRE HEALTHCHOICE ASSURANCE
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720959
Policy instance 2
Insurance contract or identification number720959
Number of Individuals Covered3812
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
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 number720425
Policy instance 1
Insurance contract or identification number720425
Number of Individuals Covered3812
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0060
Policy instance 5
Insurance contract or identification numberNY0060
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STOP LOSS COVERAGE (National Association of Insurance Commissioners NAIC id number: 52254 )
Policy contract numberUS439429
Policy instance 4
Insurance contract or identification numberUS439429
Number of Individuals Covered4780
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameXCHANGES BENEFITSLLC
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720959
Policy instance 3
Insurance contract or identification number720959
Number of Individuals Covered4740
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number720425
Policy instance 2
Insurance contract or identification number720425
Number of Individuals Covered4740
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number30020074
Policy instance 1
Insurance contract or identification number30020074
Number of Individuals Covered2081
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0060
Policy instance 5
Insurance contract or identification numberNY0060
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number30020074
Policy instance 1
Insurance contract or identification number30020074
Number of Individuals Covered2081
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Vision Insurance Welfare BenefitYes
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 number720425
Policy instance 2
Insurance contract or identification number720425
Number of Individuals Covered5459
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
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 number157306
Policy instance 3
Insurance contract or identification number157306
Number of Individuals Covered409
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STOP LOSS COVERAGE (National Association of Insurance Commissioners NAIC id number: 52254 )
Policy contract numberUS042657
Policy instance 4
Insurance contract or identification numberUS042657
Number of Individuals Covered4780
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number375185
Policy instance 3
Insurance contract or identification number375185
Number of Individuals Covered5459
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number30020074
Policy instance 1
Insurance contract or identification number30020074
Number of Individuals Covered1210
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of fees paid to insurance companyUSD $8,180
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8180
Insurance broker nameVISION SERVICE PLAN
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720425
Policy instance 2
Insurance contract or identification number720425
Number of Individuals Covered5459
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
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 number720425
Policy instance 2
Insurance contract or identification number720425
Number of Individuals Covered5459
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Dental Insurance Welfare BenefitYes
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 number375185
Policy instance 3
Insurance contract or identification number375185
Number of Individuals Covered5459
Insurance policy start date2012-01-01
Insurance policy end date2013-01-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number30020074
Policy instance 1
Insurance contract or identification number30020074
Number of Individuals Covered1456
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number30020074
Policy instance 2
Insurance contract or identification number30020074
Number of Individuals Covered1380
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0060
Policy instance 1
Insurance contract or identification numberNY0060
Insurance policy start date2010-10-01
Insurance policy end date3011-09-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $348,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number30020074
Policy instance 3
Insurance contract or identification number30020074
Number of Individuals Covered1361
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number67794G
Policy instance 2
Insurance contract or identification number67794G
Number of Individuals Covered5385
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedLIFE-BTRM
Welfare Benefit Premiums Paid to CarrierUSD $277,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number677794G
Policy instance 1
Insurance contract or identification number677794G
Number of Individuals Covered5385
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD-BAS
Welfare Benefit Premiums Paid to CarrierUSD $21,841
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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