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MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 401k Plan overview

Plan NameMASON TENDERS' DISTRICT COUNCIL WELFARE FUND
Plan identification number 501

MASON TENDERS' DISTRICT COUNCIL WELFARE FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF MASON TENDERS DISTRICT COUNCIL WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF MASON TENDERS DISTRICT COUNCIL WELFARE FUND
Employer identification number (EIN):135537605
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASON TENDERS' DISTRICT COUNCIL WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01MICHAEL HELLSTROM2023-09-06 JOHN O'HARE2023-09-06
5012021-01-01JOHN O'HARE2022-10-04 RAYMOND M. POCINO2022-10-04
5012020-01-01JOHN F. O'HARE2021-09-20 ROBERT BONANZA2021-09-27
5012019-01-01ROBERT BONANZA2020-09-21 JOHN O'HARE2020-09-21
5012018-01-01RAYMOND M. POCINO2019-10-06 JOHN O'HARE2019-10-06
5012017-01-01
5012016-01-01JOHN J. VIRGA
5012015-01-01JOHN J. VIRGA
5012014-01-01JOHN J. VIRGA
5012013-01-01JOHN J. VIRGA
5012012-01-01JOHN J. VIRGA
5012011-01-01CAROL WESTFALL
5012010-01-01JOHN J. VIRGA
5012009-01-01CAROL WESTFALL
5012009-01-01CAROL WESTFALL

Plan Statistics for MASON TENDERS' DISTRICT COUNCIL WELFARE FUND

401k plan membership statisitcs for MASON TENDERS' DISTRICT COUNCIL WELFARE FUND

Measure Date Value
2022: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-0110,327
Total number of active participants reported on line 7a of the Form 55002022-01-017,350
Number of retired or separated participants receiving benefits2022-01-012,040
Total of all active and inactive participants2022-01-019,390
Number of employers contributing to the scheme2022-01-01679
2021: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-0111,104
Total number of active participants reported on line 7a of the Form 55002021-01-018,335
Number of retired or separated participants receiving benefits2021-01-011,992
Total of all active and inactive participants2021-01-0110,327
Number of employers contributing to the scheme2021-01-01680
2020: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-0110,961
Total number of active participants reported on line 7a of the Form 55002020-01-018,978
Number of retired or separated participants receiving benefits2020-01-012,126
Total of all active and inactive participants2020-01-0111,104
Number of employers contributing to the scheme2020-01-01668
2019: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0110,492
Total number of active participants reported on line 7a of the Form 55002019-01-018,864
Number of retired or separated participants receiving benefits2019-01-012,097
Total of all active and inactive participants2019-01-0110,961
Number of employers contributing to the scheme2019-01-01701
2018: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0110,413
Total number of active participants reported on line 7a of the Form 55002018-01-018,440
Number of retired or separated participants receiving benefits2018-01-012,052
Total of all active and inactive participants2018-01-0110,492
Number of employers contributing to the scheme2018-01-01720
2017: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-0110,131
Total number of active participants reported on line 7a of the Form 55002017-01-018,476
Number of retired or separated participants receiving benefits2017-01-011,937
Total of all active and inactive participants2017-01-0110,413
Number of employers contributing to the scheme2017-01-01776
2016: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-0110,061
Total number of active participants reported on line 7a of the Form 55002016-01-018,243
Number of retired or separated participants receiving benefits2016-01-011,888
Total of all active and inactive participants2016-01-0110,131
Number of employers contributing to the scheme2016-01-01767
2015: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-018,526
Total number of active participants reported on line 7a of the Form 55002015-01-018,164
Number of retired or separated participants receiving benefits2015-01-011,897
Total of all active and inactive participants2015-01-0110,061
Number of employers contributing to the scheme2015-01-01756
2014: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-019,358
Total number of active participants reported on line 7a of the Form 55002014-01-016,636
Number of retired or separated participants receiving benefits2014-01-011,890
Total of all active and inactive participants2014-01-018,526
Number of employers contributing to the scheme2014-01-011,234
2013: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-018,055
Total number of active participants reported on line 7a of the Form 55002013-01-017,531
Number of retired or separated participants receiving benefits2013-01-011,827
Total of all active and inactive participants2013-01-019,358
Number of employers contributing to the scheme2013-01-012,100
2012: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-018,463
Total number of active participants reported on line 7a of the Form 55002012-01-016,224
Number of retired or separated participants receiving benefits2012-01-011,831
Total of all active and inactive participants2012-01-018,055
Number of employers contributing to the scheme2012-01-011,995
2011: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-018,412
Total number of active participants reported on line 7a of the Form 55002011-01-016,707
Number of retired or separated participants receiving benefits2011-01-011,756
Total of all active and inactive participants2011-01-018,463
Number of employers contributing to the scheme2011-01-012,056
2010: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-019,126
Total number of active participants reported on line 7a of the Form 55002010-01-016,739
Number of retired or separated participants receiving benefits2010-01-011,673
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-018,412
Number of employers contributing to the scheme2010-01-011,777
2009: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-019,570
Total number of active participants reported on line 7a of the Form 55002009-01-017,506
Number of retired or separated participants receiving benefits2009-01-011,620
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019,126
Number of employers contributing to the scheme2009-01-011,120

Financial Data on MASON TENDERS' DISTRICT COUNCIL WELFARE FUND

Measure Date Value
2022 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,211,382
Total unrealized appreciation/depreciation of assets2022-12-31$-4,211,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$41,396,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$47,863,269
Total income from all sources (including contributions)2022-12-31$171,662,703
Total loss/gain on sale of assets2022-12-31$-5,697,215
Total of all expenses incurred2022-12-31$202,456,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$198,314,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$225,212,132
Value of total assets at end of year2022-12-31$517,722,901
Value of total assets at beginning of year2022-12-31$554,983,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,142,390
Total interest from all sources2022-12-31$3,026,060
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,613,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,468,090
Assets. Real estate other than employer real property at beginning of year2022-12-31$449,993
Administrative expenses professional fees incurred2022-12-31$1,053,661
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,500,000
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$30,608,530
Participant contributions at end of year2022-12-31$4,410,000
Participant contributions at beginning of year2022-12-31$2,951,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$11,121,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,475,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$10,734,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,593,960
Other income not declared elsewhere2022-12-31$274,177
Administrative expenses (other) incurred2022-12-31$2,335,711
Liabilities. Value of operating payables at end of year2022-12-31$375,649
Liabilities. Value of operating payables at beginning of year2022-12-31$373,309
Total non interest bearing cash at end of year2022-12-31$46,124,592
Total non interest bearing cash at beginning of year2022-12-31$37,506,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,793,866
Value of net assets at end of year (total assets less liabilities)2022-12-31$476,326,574
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$507,120,440
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$753,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$90,291,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$95,907,520
Income. Interest from US Government securities2022-12-31$799,947
Income. Interest from corporate debt instruments2022-12-31$2,108,410
Value of interest in common/collective trusts at end of year2022-12-31$95,778,386
Value of interest in common/collective trusts at beginning of year2022-12-31$132,439,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$25,050,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,677,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,677,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$117,703
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$83,222,338
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$109,820,353
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,736,158
Asset value of US Government securities at end of year2022-12-31$66,677,435
Asset value of US Government securities at beginning of year2022-12-31$48,267,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,084,315
Net investment gain or loss from common/collective trusts2022-12-31$-22,614,275
Net gain/loss from 103.12 investment entities2022-12-31$-18,855,778
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$194,603,602
Employer contributions (assets) at end of year2022-12-31$31,201,000
Employer contributions (assets) at beginning of year2022-12-31$25,096,000
Income. Dividends from common stock2022-12-31$145,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$196,578,021
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$19,873,141
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$23,165,106
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$25,683,484
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$50,010,504
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$11,504,262
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$13,753,721
Liabilities. Value of benefit claims payable at end of year2022-12-31$30,286,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$34,896,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$6,785,211
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,463,467
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$237,475,489
Aggregate carrying amount (costs) on sale of assets2022-12-31$243,172,704
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2022-12-31131577780
2021 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$915,198
Total unrealized appreciation/depreciation of assets2021-12-31$915,198
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$47,863,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$39,349,975
Total income from all sources (including contributions)2021-12-31$233,236,142
Total loss/gain on sale of assets2021-12-31$-534,318
Total of all expenses incurred2021-12-31$229,409,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$225,061,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$199,634,895
Value of total assets at end of year2021-12-31$554,983,709
Value of total assets at beginning of year2021-12-31$542,643,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,348,009
Total interest from all sources2021-12-31$2,979,967
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,177,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,051,220
Assets. Real estate other than employer real property at end of year2021-12-31$449,993
Administrative expenses professional fees incurred2021-12-31$1,100,320
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,500,000
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$23,307,154
Participant contributions at end of year2021-12-31$2,951,000
Participant contributions at beginning of year2021-12-31$2,775,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,475,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$11,189,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,593,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,256,307
Other income not declared elsewhere2021-12-31$242,159
Administrative expenses (other) incurred2021-12-31$2,440,468
Liabilities. Value of operating payables at end of year2021-12-31$373,309
Liabilities. Value of operating payables at beginning of year2021-12-31$368,668
Total non interest bearing cash at end of year2021-12-31$37,506,038
Total non interest bearing cash at beginning of year2021-12-31$20,951,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,826,741
Value of net assets at end of year (total assets less liabilities)2021-12-31$507,120,440
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$503,293,699
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$807,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$95,907,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$109,820,380
Income. Interest from US Government securities2021-12-31$498,924
Income. Interest from corporate debt instruments2021-12-31$2,474,137
Value of interest in common/collective trusts at end of year2021-12-31$132,439,804
Value of interest in common/collective trusts at beginning of year2021-12-31$120,728,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,677,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,632,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,632,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,906
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$109,820,353
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$111,469,370
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,524,410
Asset value of US Government securities at end of year2021-12-31$48,267,033
Asset value of US Government securities at beginning of year2021-12-31$27,461,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-2,053,715
Net investment gain or loss from common/collective trusts2021-12-31$30,259,343
Net gain/loss from 103.12 investment entities2021-12-31$-1,384,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$176,327,741
Employer contributions (assets) at end of year2021-12-31$25,096,000
Employer contributions (assets) at beginning of year2021-12-31$24,438,000
Income. Dividends from common stock2021-12-31$126,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$223,536,982
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$23,165,106
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$13,819,453
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$50,010,504
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$79,439,319
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$13,753,721
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$11,439,561
Liabilities. Value of benefit claims payable at end of year2021-12-31$34,896,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$31,725,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,463,467
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,479,450
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$256,691,462
Aggregate carrying amount (costs) on sale of assets2021-12-31$257,225,780
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-12-31131577780
2020 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,395,954
Total unrealized appreciation/depreciation of assets2020-12-31$5,395,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$39,349,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$35,991,572
Total income from all sources (including contributions)2020-12-31$217,211,237
Total loss/gain on sale of assets2020-12-31$-2,217,219
Total of all expenses incurred2020-12-31$204,800,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$200,337,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$174,252,657
Value of total assets at end of year2020-12-31$542,643,674
Value of total assets at beginning of year2020-12-31$526,874,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,463,257
Total interest from all sources2020-12-31$3,452,232
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,916,099
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$2,787,611
Administrative expenses professional fees incurred2020-12-31$1,253,346
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,500,000
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$19,512,888
Participant contributions at end of year2020-12-31$2,775,000
Participant contributions at beginning of year2020-12-31$3,294,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$11,189,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,308,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,256,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,796,893
Other income not declared elsewhere2020-12-31$298,151
Administrative expenses (other) incurred2020-12-31$2,460,600
Liabilities. Value of operating payables at end of year2020-12-31$368,668
Liabilities. Value of operating payables at beginning of year2020-12-31$399,679
Total non interest bearing cash at end of year2020-12-31$20,951,453
Total non interest bearing cash at beginning of year2020-12-31$27,452,044
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$12,410,892
Value of net assets at end of year (total assets less liabilities)2020-12-31$503,293,699
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$490,882,807
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
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$749,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$109,820,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$106,294,792
Interest earned on other investments2020-12-31$10,541
Income. Interest from US Government securities2020-12-31$906,463
Income. Interest from corporate debt instruments2020-12-31$2,438,144
Value of interest in common/collective trusts at end of year2020-12-31$120,728,772
Value of interest in common/collective trusts at beginning of year2020-12-31$119,238,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,632,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,095,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,095,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$97,084
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$111,469,370
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$100,829,765
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$654,279
Asset value of US Government securities at end of year2020-12-31$27,461,216
Asset value of US Government securities at beginning of year2020-12-31$55,349,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,684,027
Net investment gain or loss from common/collective trusts2020-12-31$18,537,210
Net gain/loss from 103.12 investment entities2020-12-31$10,892,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$154,739,769
Employer contributions (assets) at end of year2020-12-31$24,438,000
Employer contributions (assets) at beginning of year2020-12-31$29,355,000
Income. Dividends from common stock2020-12-31$128,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$199,682,809
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$13,819,453
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$14,383,690
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$79,439,319
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$45,345,182
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$11,439,561
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$10,433,889
Liabilities. Value of benefit claims payable at end of year2020-12-31$31,725,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$28,795,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,479,450
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$1,494,874
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 appraiser2020-12-31Yes
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$148,943,206
Aggregate carrying amount (costs) on sale of assets2020-12-31$151,160,425
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-12-31131577780
2019 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,761,981
Total unrealized appreciation/depreciation of assets2019-12-31$2,761,981
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$35,991,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,131,794
Total income from all sources (including contributions)2019-12-31$285,904,340
Total loss/gain on sale of assets2019-12-31$817,958
Total of all expenses incurred2019-12-31$213,478,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$209,025,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$232,678,812
Value of total assets at end of year2019-12-31$526,874,379
Value of total assets at beginning of year2019-12-31$452,588,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,452,329
Total interest from all sources2019-12-31$3,709,416
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,962,794
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$2,792,928
Administrative expenses professional fees incurred2019-12-31$1,326,251
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$26,515,123
Participant contributions at end of year2019-12-31$3,294,000
Participant contributions at beginning of year2019-12-31$3,781,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,308,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,604,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,796,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,242,998
Other income not declared elsewhere2019-12-31$278,336
Administrative expenses (other) incurred2019-12-31$2,318,982
Liabilities. Value of operating payables at end of year2019-12-31$399,679
Liabilities. Value of operating payables at beginning of year2019-12-31$282,796
Total non interest bearing cash at end of year2019-12-31$27,452,044
Total non interest bearing cash at beginning of year2019-12-31$20,459,200
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$72,426,220
Value of net assets at end of year (total assets less liabilities)2019-12-31$490,882,807
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$418,456,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$807,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$106,294,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$82,301,845
Interest earned on other investments2019-12-31$67,332
Income. Interest from US Government securities2019-12-31$1,343,302
Income. Interest from corporate debt instruments2019-12-31$1,758,820
Value of interest in common/collective trusts at end of year2019-12-31$119,238,464
Value of interest in common/collective trusts at beginning of year2019-12-31$90,742,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,095,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,934,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,934,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$539,962
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$100,829,765
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$89,792,166
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$808,311
Asset value of US Government securities at end of year2019-12-31$55,349,137
Asset value of US Government securities at beginning of year2019-12-31$54,944,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,891,990
Net investment gain or loss from common/collective trusts2019-12-31$28,540,740
Net gain/loss from 103.12 investment entities2019-12-31$11,262,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$206,163,689
Employer contributions (assets) at end of year2019-12-31$29,355,000
Employer contributions (assets) at beginning of year2019-12-31$32,943,000
Income. Dividends from common stock2019-12-31$169,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$208,217,480
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$14,383,690
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$12,767,194
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$45,345,182
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$43,025,581
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$10,433,889
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$8,144,214
Liabilities. Value of benefit claims payable at end of year2019-12-31$28,795,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$28,606,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,494,874
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$147,926
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 appraiser2019-12-31Yes
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$89,539,388
Aggregate carrying amount (costs) on sale of assets2019-12-31$88,721,430
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2019-12-31131577780
2018 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,175,178
Total unrealized appreciation/depreciation of assets2018-12-31$-6,175,178
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,131,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,361,780
Total income from all sources (including contributions)2018-12-31$229,620,737
Total loss/gain on sale of assets2018-12-31$-183,020
Total of all expenses incurred2018-12-31$194,949,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$190,757,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$233,489,747
Value of total assets at end of year2018-12-31$452,588,381
Value of total assets at beginning of year2018-12-31$417,147,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,192,337
Total interest from all sources2018-12-31$2,963,525
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,552,066
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$3,436,193
Administrative expenses professional fees incurred2018-12-31$1,313,790
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,500,000
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$26,367,022
Participant contributions at end of year2018-12-31$3,781,000
Participant contributions at beginning of year2018-12-31$3,464,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,604,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,628,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,242,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,304,698
Other income not declared elsewhere2018-12-31$259,451
Administrative expenses (other) incurred2018-12-31$2,313,778
Liabilities. Value of operating payables at end of year2018-12-31$282,796
Liabilities. Value of operating payables at beginning of year2018-12-31$290,082
Total non interest bearing cash at end of year2018-12-31$20,459,200
Total non interest bearing cash at beginning of year2018-12-31$19,328,887
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$34,671,083
Value of net assets at end of year (total assets less liabilities)2018-12-31$418,456,587
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$383,785,504
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$79,774,903
Investment advisory and management fees2018-12-31$564,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$82,301,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,242,251
Interest earned on other investments2018-12-31$199,192
Income. Interest from US Government securities2018-12-31$619,450
Income. Interest from corporate debt instruments2018-12-31$1,669,151
Value of interest in common/collective trusts at end of year2018-12-31$90,742,724
Value of interest in common/collective trusts at beginning of year2018-12-31$94,972,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,934,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,254,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,254,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$475,732
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$89,792,166
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$725,300
Asset value of US Government securities at end of year2018-12-31$54,944,813
Asset value of US Government securities at beginning of year2018-12-31$20,086,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,722,011
Net investment gain or loss from common/collective trusts2018-12-31$-4,186,009
Net gain/loss from 103.12 investment entities2018-12-31$1,622,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$207,122,725
Employer contributions (assets) at end of year2018-12-31$32,943,000
Employer contributions (assets) at beginning of year2018-12-31$28,355,000
Income. Dividends from common stock2018-12-31$115,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$190,032,017
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$12,767,194
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$13,012,067
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$43,025,581
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$51,629,254
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$8,144,214
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$10,247,580
Liabilities. Value of benefit claims payable at end of year2018-12-31$28,606,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$26,767,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$147,926
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$151,024
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 appraiser2018-12-31Yes
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$256,201,036
Aggregate carrying amount (costs) on sale of assets2018-12-31$256,384,056
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2018-12-31131577780
2017 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$1,347,218
Total unrealized appreciation/depreciation of assets2017-12-31$1,347,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,361,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$45,003,491
Total income from all sources (including contributions)2017-12-31$230,739,415
Total loss/gain on sale of assets2017-12-31$1,194,653
Total of all expenses incurred2017-12-31$185,804,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$181,763,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$207,983,529
Value of total assets at end of year2017-12-31$417,147,284
Value of total assets at beginning of year2017-12-31$383,853,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,040,669
Total interest from all sources2017-12-31$2,071,583
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,930,450
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$2,831,319
Administrative expenses professional fees incurred2017-12-31$1,484,132
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,500,000
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$24,421,777
Participant contributions at end of year2017-12-31$3,464,000
Participant contributions at beginning of year2017-12-31$3,534,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,628,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,676,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,304,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$20,100,941
Other income not declared elsewhere2017-12-31$227,833
Administrative expenses (other) incurred2017-12-31$2,067,835
Liabilities. Value of operating payables at end of year2017-12-31$290,082
Liabilities. Value of operating payables at beginning of year2017-12-31$183,950
Total non interest bearing cash at end of year2017-12-31$19,328,887
Total non interest bearing cash at beginning of year2017-12-31$16,787,442
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$44,935,288
Value of net assets at end of year (total assets less liabilities)2017-12-31$383,785,504
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$338,850,216
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
Assets. partnership/joint venture interests at end of year2017-12-31$79,774,903
Investment advisory and management fees2017-12-31$488,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$82,242,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$88,744,609
Interest earned on other investments2017-12-31$155,367
Income. Interest from US Government securities2017-12-31$192,080
Income. Interest from corporate debt instruments2017-12-31$1,551,491
Value of interest in common/collective trusts at end of year2017-12-31$94,972,239
Value of interest in common/collective trusts at beginning of year2017-12-31$43,321,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,254,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,352,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,352,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$172,645
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$430,504
Asset value of US Government securities at end of year2017-12-31$20,086,863
Asset value of US Government securities at beginning of year2017-12-31$69,964,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-1,072,343
Net investment gain or loss from common/collective trusts2017-12-31$16,056,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$183,561,752
Employer contributions (assets) at end of year2017-12-31$28,355,000
Employer contributions (assets) at beginning of year2017-12-31$28,974,000
Income. Dividends from common stock2017-12-31$99,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$181,332,954
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$13,012,067
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$9,453,843
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$51,629,254
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$67,869,912
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$10,247,580
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$41,998,289
Liabilities. Value of benefit claims payable at end of year2017-12-31$26,767,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$24,718,600
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$151,024
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$176,452
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 appraiser2017-12-31Yes
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$159,642,164
Aggregate carrying amount (costs) on sale of assets2017-12-31$158,447,511
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-12-31131577780
2016 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,854,933
Total unrealized appreciation/depreciation of assets2016-12-31$1,854,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$45,003,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$41,201,643
Total income from all sources (including contributions)2016-12-31$213,431,327
Total loss/gain on sale of assets2016-12-31$32,473
Total of all expenses incurred2016-12-31$182,449,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$178,569,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$201,142,514
Value of total assets at end of year2016-12-31$383,853,707
Value of total assets at beginning of year2016-12-31$349,069,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,879,761
Total interest from all sources2016-12-31$160,489
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,045,781
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$4,124,264
Administrative expenses professional fees incurred2016-12-31$1,546,375
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,500,000
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$24,021,387
Participant contributions at end of year2016-12-31$3,534,000
Participant contributions at beginning of year2016-12-31$3,338,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,676,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,444,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$20,100,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,803,766
Other income not declared elsewhere2016-12-31$307,896
Administrative expenses (other) incurred2016-12-31$1,988,141
Liabilities. Value of operating payables at end of year2016-12-31$183,950
Liabilities. Value of operating payables at beginning of year2016-12-31$319,877
Total non interest bearing cash at end of year2016-12-31$16,787,442
Total non interest bearing cash at beginning of year2016-12-31$14,802,369
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$30,982,113
Value of net assets at end of year (total assets less liabilities)2016-12-31$338,850,216
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$307,868,103
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
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$345,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$88,744,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$128,643,432
Interest earned on other investments2016-12-31$623
Income. Interest from US Government securities2016-12-31$15,364
Income. Interest from corporate debt instruments2016-12-31$95,280
Value of interest in common/collective trusts at end of year2016-12-31$43,321,456
Value of interest in common/collective trusts at beginning of year2016-12-31$38,698,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,352,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$23,601,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$23,601,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$49,222
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$440,947
Asset value of US Government securities at end of year2016-12-31$69,964,255
Asset value of US Government securities at beginning of year2016-12-31$40,060,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$251,303
Net investment gain or loss from common/collective trusts2016-12-31$4,635,938
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$177,121,127
Employer contributions (assets) at end of year2016-12-31$28,974,000
Employer contributions (assets) at beginning of year2016-12-31$28,726,000
Income. Dividends from common stock2016-12-31$921,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$178,128,506
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$9,453,843
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$67,869,912
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$21,870,288
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$41,998,289
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$40,686,239
Liabilities. Value of benefit claims payable at end of year2016-12-31$24,718,600
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$26,078,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$176,452
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$198,003
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 appraiser2016-12-31Yes
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$54,412,828
Aggregate carrying amount (costs) on sale of assets2016-12-31$54,380,355
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-12-31131577780
2015 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,863,955
Total unrealized appreciation/depreciation of assets2015-12-31$-2,863,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$41,201,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,576,703
Total income from all sources (including contributions)2015-12-31$184,713,848
Total loss/gain on sale of assets2015-12-31$970,533
Total of all expenses incurred2015-12-31$175,576,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$172,038,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$182,954,867
Value of total assets at end of year2015-12-31$349,069,746
Value of total assets at beginning of year2015-12-31$323,307,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,537,535
Total interest from all sources2015-12-31$29,588
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,761,550
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$4,964,109
Administrative expenses professional fees incurred2015-12-31$1,171,490
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,500,000
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$21,257,556
Participant contributions at end of year2015-12-31$3,338,000
Participant contributions at beginning of year2015-12-31$2,686,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,444,072
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,795,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,803,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,825,856
Other income not declared elsewhere2015-12-31$532,590
Administrative expenses (other) incurred2015-12-31$1,883,739
Liabilities. Value of operating payables at end of year2015-12-31$319,877
Liabilities. Value of operating payables at beginning of year2015-12-31$226,847
Total non interest bearing cash at end of year2015-12-31$14,802,369
Total non interest bearing cash at beginning of year2015-12-31$14,087,668
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$9,137,601
Value of net assets at end of year (total assets less liabilities)2015-12-31$307,868,103
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$298,730,502
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$60,314,671
Investment advisory and management fees2015-12-31$482,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$128,643,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$125,385,133
Interest earned on other investments2015-12-31$8,642
Value of interest in common/collective trusts at end of year2015-12-31$38,698,801
Value of interest in common/collective trusts at beginning of year2015-12-31$38,184,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$23,601,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$15,220,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$15,220,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$20,946
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$492,483
Asset value of US Government securities at end of year2015-12-31$40,060,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,197,665
Net investment gain or loss from common/collective trusts2015-12-31$526,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$161,697,311
Employer contributions (assets) at end of year2015-12-31$28,726,000
Employer contributions (assets) at beginning of year2015-12-31$23,764,000
Income. Dividends from common stock2015-12-31$797,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$171,546,229
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$21,870,288
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$40,686,239
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$41,647,298
Liabilities. Value of benefit claims payable at end of year2015-12-31$26,078,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$19,524,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$198,003
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$221,133
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 appraiser2015-12-31Yes
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$33,108,602
Aggregate carrying amount (costs) on sale of assets2015-12-31$32,138,069
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2015-12-31131577780
2014 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,180,772
Total unrealized appreciation/depreciation of assets2014-12-31$4,180,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,576,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,241,068
Total income from all sources (including contributions)2014-12-31$180,511,638
Total loss/gain on sale of assets2014-12-31$841,641
Total of all expenses incurred2014-12-31$151,063,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$147,820,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$165,452,334
Value of total assets at end of year2014-12-31$323,307,205
Value of total assets at beginning of year2014-12-31$295,523,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,242,782
Total interest from all sources2014-12-31$18,897
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,076,410
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$3,844,841
Administrative expenses professional fees incurred2014-12-31$1,153,649
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,500,000
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$19,969,915
Participant contributions at end of year2014-12-31$2,686,000
Participant contributions at beginning of year2014-12-31$2,540,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,795,963
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,089,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,825,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,178,292
Other income not declared elsewhere2014-12-31$255,438
Administrative expenses (other) incurred2014-12-31$1,749,896
Liabilities. Value of operating payables at end of year2014-12-31$226,847
Liabilities. Value of operating payables at beginning of year2014-12-31$220,976
Total non interest bearing cash at end of year2014-12-31$14,087,668
Total non interest bearing cash at beginning of year2014-12-31$16,477,434
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$29,448,052
Value of net assets at end of year (total assets less liabilities)2014-12-31$298,730,502
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$269,282,450
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
Assets. partnership/joint venture interests at end of year2014-12-31$60,314,671
Assets. partnership/joint venture interests at beginning of year2014-12-31$54,878,102
Investment advisory and management fees2014-12-31$339,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$125,385,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$110,897,154
Interest earned on other investments2014-12-31$959
Value of interest in common/collective trusts at end of year2014-12-31$38,184,985
Value of interest in common/collective trusts at beginning of year2014-12-31$33,597,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$15,220,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,567,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,567,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$17,938
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$587,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$86,957
Net investment gain or loss from common/collective trusts2014-12-31$4,599,189
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$145,482,419
Employer contributions (assets) at end of year2014-12-31$23,764,000
Employer contributions (assets) at beginning of year2014-12-31$23,507,000
Income. Dividends from common stock2014-12-31$1,231,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$147,232,862
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$41,647,298
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$36,716,879
Liabilities. Value of benefit claims payable at end of year2014-12-31$19,524,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$20,841,800
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$221,133
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$251,710
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 appraiser2014-12-31Yes
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$22,432,221
Aggregate carrying amount (costs) on sale of assets2014-12-31$21,590,580
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2014-12-31131577780
2013 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,169,634
Total unrealized appreciation/depreciation of assets2013-12-31$4,169,634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,241,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,703,872
Total income from all sources (including contributions)2013-12-31$173,922,750
Total loss/gain on sale of assets2013-12-31$1,724,397
Total of all expenses incurred2013-12-31$141,324,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$138,098,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$158,546,097
Value of total assets at end of year2013-12-31$295,523,518
Value of total assets at beginning of year2013-12-31$256,387,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,225,863
Total interest from all sources2013-12-31$1,302,393
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,553,640
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$1,791,880
Administrative expenses professional fees incurred2013-12-31$1,119,460
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$17,928,537
Participant contributions at end of year2013-12-31$2,540,000
Participant contributions at beginning of year2013-12-31$1,925,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,089,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,787,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,178,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,646,336
Other income not declared elsewhere2013-12-31$274,265
Administrative expenses (other) incurred2013-12-31$1,768,534
Liabilities. Value of operating payables at end of year2013-12-31$220,976
Liabilities. Value of operating payables at beginning of year2013-12-31$200,036
Total non interest bearing cash at end of year2013-12-31$16,477,434
Total non interest bearing cash at beginning of year2013-12-31$15,920,364
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$32,598,464
Value of net assets at end of year (total assets less liabilities)2013-12-31$269,282,450
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$236,683,986
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
Assets. partnership/joint venture interests at end of year2013-12-31$54,878,102
Assets. partnership/joint venture interests at beginning of year2013-12-31$55,984,106
Investment advisory and management fees2013-12-31$337,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$110,897,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$100,595,910
Interest earned on other investments2013-12-31$1,284,142
Value of interest in common/collective trusts at end of year2013-12-31$33,597,571
Value of interest in common/collective trusts at beginning of year2013-12-31$22,764,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,567,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,606,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,606,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$18,251
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$542,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-2,490,637
Net investment gain or loss from common/collective trusts2013-12-31$7,842,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$140,617,560
Employer contributions (assets) at end of year2013-12-31$23,507,000
Employer contributions (assets) at beginning of year2013-12-31$24,822,000
Income. Dividends from common stock2013-12-31$761,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$137,555,468
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$36,716,879
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$28,722,080
Liabilities. Value of benefit claims payable at end of year2013-12-31$20,841,800
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$14,857,500
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$251,710
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$260,034
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$14,064,369
Aggregate carrying amount (costs) on sale of assets2013-12-31$12,339,972
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2013-12-31131577780
2012 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,751,891
Total unrealized appreciation/depreciation of assets2012-12-31$4,751,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,703,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,331,036
Total income from all sources (including contributions)2012-12-31$157,791,713
Total loss/gain on sale of assets2012-12-31$640,525
Total of all expenses incurred2012-12-31$123,662,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$120,677,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$138,909,491
Value of total assets at end of year2012-12-31$256,387,858
Value of total assets at beginning of year2012-12-31$225,885,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,985,148
Total interest from all sources2012-12-31$18,913
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,585,222
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$2,867,923
Administrative expenses professional fees incurred2012-12-31$1,012,809
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$13,674,802
Participant contributions at end of year2012-12-31$1,925,000
Participant contributions at beginning of year2012-12-31$1,237,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,787,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,916,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,646,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,166,923
Other income not declared elsewhere2012-12-31$3,011,331
Administrative expenses (other) incurred2012-12-31$1,663,974
Liabilities. Value of operating payables at end of year2012-12-31$200,036
Liabilities. Value of operating payables at beginning of year2012-12-31$233,813
Total non interest bearing cash at end of year2012-12-31$15,920,364
Total non interest bearing cash at beginning of year2012-12-31$13,566,631
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$34,129,383
Value of net assets at end of year (total assets less liabilities)2012-12-31$236,683,986
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$202,554,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31Yes
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
Assets. partnership/joint venture interests at end of year2012-12-31$55,984,106
Assets. partnership/joint venture interests at beginning of year2012-12-31$50,674,882
Investment advisory and management fees2012-12-31$308,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$100,595,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$87,465,746
Value of interest in common/collective trusts at end of year2012-12-31$22,764,387
Value of interest in common/collective trusts at beginning of year2012-12-31$22,411,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,606,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,882,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,882,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18,913
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$712,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,512,239
Net investment gain or loss from common/collective trusts2012-12-31$3,362,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$125,234,689
Employer contributions (assets) at end of year2012-12-31$24,822,000
Employer contributions (assets) at beginning of year2012-12-31$19,152,000
Income. Dividends from common stock2012-12-31$717,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$119,965,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$28,722,080
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$25,274,826
Liabilities. Value of benefit claims payable at end of year2012-12-31$14,857,500
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$17,930,300
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$260,034
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$303,124
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$16,182,144
Aggregate carrying amount (costs) on sale of assets2012-12-31$15,541,619
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-12-31131577780
2011 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$619,287
Total unrealized appreciation/depreciation of assets2011-12-31$619,287
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,331,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,162,975
Total income from all sources (including contributions)2011-12-31$138,055,530
Total loss/gain on sale of assets2011-12-31$1,485,907
Total of all expenses incurred2011-12-31$117,669,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$114,613,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$131,513,051
Value of total assets at end of year2011-12-31$225,885,639
Value of total assets at beginning of year2011-12-31$201,331,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,056,069
Total interest from all sources2011-12-31$17,043
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,770,494
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$2,069,559
Administrative expenses professional fees incurred2011-12-31$1,053,475
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,602,666
Participant contributions at end of year2011-12-31$1,237,655
Participant contributions at beginning of year2011-12-31$913,083
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,916,304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,294,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,166,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,411,271
Other income not declared elsewhere2011-12-31$2,422,133
Administrative expenses (other) incurred2011-12-31$1,645,094
Liabilities. Value of operating payables at end of year2011-12-31$233,813
Liabilities. Value of operating payables at beginning of year2011-12-31$251,704
Total non interest bearing cash at end of year2011-12-31$13,566,631
Total non interest bearing cash at beginning of year2011-12-31$495
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$20,385,998
Value of net assets at end of year (total assets less liabilities)2011-12-31$202,554,603
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$182,168,605
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
Assets. partnership/joint venture interests at end of year2011-12-31$50,674,882
Assets. partnership/joint venture interests at beginning of year2011-12-31$70,273,194
Investment advisory and management fees2011-12-31$357,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$87,465,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,397,163
Value of interest in common/collective trusts at end of year2011-12-31$22,411,658
Value of interest in common/collective trusts at beginning of year2011-12-31$20,991,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,882,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,664,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,664,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17,043
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$612,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,200,974
Net investment gain or loss from common/collective trusts2011-12-31$428,589
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$118,910,385
Employer contributions (assets) at end of year2011-12-31$19,152,000
Employer contributions (assets) at beginning of year2011-12-31$18,079,000
Income. Dividends from common stock2011-12-31$700,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$114,000,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$25,274,826
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$25,371,161
Liabilities. Value of benefit claims payable at end of year2011-12-31$17,930,300
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$15,500,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$303,124
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$347,479
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$48,336,395
Aggregate carrying amount (costs) on sale of assets2011-12-31$46,850,488
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2011-12-31131577780
2010 : MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,076,835
Total unrealized appreciation/depreciation of assets2010-12-31$5,076,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,162,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,796,873
Total income from all sources (including contributions)2010-12-31$136,816,574
Total loss/gain on sale of assets2010-12-31$225,015
Total of all expenses incurred2010-12-31$112,838,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$109,703,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$122,548,843
Value of total assets at end of year2010-12-31$201,331,580
Value of total assets at beginning of year2010-12-31$176,987,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,135,552
Total interest from all sources2010-12-31$16,580
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,971,589
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$1,468,033
Administrative expenses professional fees incurred2010-12-31$1,131,531
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,816,421
Participant contributions at end of year2010-12-31$913,083
Participant contributions at beginning of year2010-12-31$611,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,294,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,731,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,411,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,728,248
Other income not declared elsewhere2010-12-31$199,018
Administrative expenses (other) incurred2010-12-31$1,685,797
Liabilities. Value of operating payables at end of year2010-12-31$251,704
Liabilities. Value of operating payables at beginning of year2010-12-31$301,625
Total non interest bearing cash at end of year2010-12-31$495
Total non interest bearing cash at beginning of year2010-12-31$542
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$23,977,950
Value of net assets at end of year (total assets less liabilities)2010-12-31$182,168,605
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$158,190,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$70,273,194
Assets. partnership/joint venture interests at beginning of year2010-12-31$59,736,425
Investment advisory and management fees2010-12-31$318,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$50,397,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$45,844,063
Value of interest in common/collective trusts at end of year2010-12-31$20,991,731
Value of interest in common/collective trusts at beginning of year2010-12-31$20,024,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,664,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,184,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,184,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16,580
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$600,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,085,067
Net investment gain or loss from common/collective trusts2010-12-31$2,693,627
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$111,732,422
Employer contributions (assets) at end of year2010-12-31$18,079,000
Employer contributions (assets) at beginning of year2010-12-31$16,694,000
Income. Dividends from common stock2010-12-31$3,503,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$109,102,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$25,371,161
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$21,767,996
Liabilities. Value of benefit claims payable at end of year2010-12-31$15,500,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$15,767,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$347,479
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$393,019
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$13,894,880
Aggregate carrying amount (costs) on sale of assets2010-12-31$13,669,865
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2010-12-31131577780

Form 5500 Responses for MASON TENDERS' DISTRICT COUNCIL WELFARE FUND

2022: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MASON TENDERS' DISTRICT COUNCIL WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10518
Policy instance 3
Insurance contract or identification numberSL10518
Number of Individuals Covered10397
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $49,055
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,232,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,643
Insurance broker organization code?4
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberE00066789285
Policy instance 2
Insurance contract or identification numberE00066789285
Number of Individuals Covered44
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $275,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberE00066789285
Policy instance 1
Insurance contract or identification numberE00066789285
Number of Individuals Covered52
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $227,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10518
Policy instance 3
Insurance contract or identification numberSL10518
Number of Individuals Covered10400
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $34,564
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $978,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,564
Insurance broker organization code?4
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberE00066789285
Policy instance 2
Insurance contract or identification numberE00066789285
Number of Individuals Covered46
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $315,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467679
Policy instance 1
Insurance contract or identification numberAE467679
Number of Individuals Covered45
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $229,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESCO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 25011 )
Policy contract numberWDL10277688
Policy instance 2
Insurance contract or identification numberWDL10277688
Number of Individuals Covered11104
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,012
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedNY PAID FAMILY LEAVE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $286,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,012
Insurance broker organization code?3
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberUS136531
Policy instance 1
Insurance contract or identification numberUS136531
Number of Individuals Covered48
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $366,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESCO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 25011 )
Policy contract numberWDL10277688,001
Policy instance 2
Insurance contract or identification numberWDL10277688,001
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,593
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedNY PAID FAMILY LEAVE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $429,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,593
Insurance broker organization code?3
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberUS136531
Policy instance 1
Insurance contract or identification numberUS136531
Number of Individuals Covered58
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $378,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberUS136531
Policy instance 1
Insurance contract or identification numberUS136531
Number of Individuals Covered71
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $429,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberUS136531
Policy instance 1
Insurance contract or identification numberUS136531
Number of Individuals Covered76
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,313
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $493,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1313
Additional information about fees paid to insurance broker2014/2015 PPP ENGAGEMENT CREDIT
Insurance broker organization code?4
Insurance broker nameSEGAL COMPANY (NY)
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0700347
Policy instance 2
Insurance contract or identification number0700347
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberUS136531
Policy instance 1
Insurance contract or identification numberUS136531
Number of Individuals Covered79
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $587,890
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0700347
Policy instance 2
Insurance contract or identification number0700347
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberUS136531
Policy instance 1
Insurance contract or identification numberUS136531
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $595,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberUS136531
Policy instance 1
Insurance contract or identification numberUS136531
Number of Individuals Covered205
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $659,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberUS136531
Policy instance 1
Insurance contract or identification numberUS136531
Number of Individuals Covered98
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $668,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberUS136531
Policy instance 1
Insurance contract or identification numberUS136531
Number of Individuals Covered101
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $600,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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