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PAINTING INDUSTRY INSURANCE FUND 401k Plan overview

Plan NamePAINTING INDUSTRY INSURANCE FUND
Plan identification number 501

PAINTING INDUSTRY INSURANCE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • 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

PAINTING INDUSTRY INSURANCE FUND INDUSTRY has sponsored the creation of one or more 401k plans.

Company Name:PAINTING INDUSTRY INSURANCE FUND INDUSTRY
Employer identification number (EIN):135600369
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAINTING INDUSTRY INSURANCE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01JOSEPH AZZOPARDI
5012016-01-01JOSEPH AZZOPARDI
5012015-01-01JOSEPH AZZOPARDI
5012014-01-01JOSEPH AZZOPARDI
5012013-01-01JOSEPH RAMAGLIA
5012012-01-01JOSEPH RAMAGLIA
5012011-01-01JOSEPH RAMAGLIA
5012010-01-01JOSEPH RAMAGLIA
5012009-01-01JOSEPH RAMAGLIA BRUCE RUINSKY2010-10-13
5012009-01-01JOSEPH RAMAGLIA BRUCE RUINSKY2010-10-13

Plan Statistics for PAINTING INDUSTRY INSURANCE FUND

401k plan membership statisitcs for PAINTING INDUSTRY INSURANCE FUND

Measure Date Value
2022: PAINTING INDUSTRY INSURANCE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-016,090
Total number of active participants reported on line 7a of the Form 55002022-01-015,171
Number of retired or separated participants receiving benefits2022-01-01943
Total of all active and inactive participants2022-01-016,114
Number of employers contributing to the scheme2022-01-01365
2021: PAINTING INDUSTRY INSURANCE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-016,266
Total number of active participants reported on line 7a of the Form 55002021-01-015,189
Number of retired or separated participants receiving benefits2021-01-01901
Total of all active and inactive participants2021-01-016,090
Number of employers contributing to the scheme2021-01-01476
2020: PAINTING INDUSTRY INSURANCE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-016,675
Total number of active participants reported on line 7a of the Form 55002020-01-015,450
Number of retired or separated participants receiving benefits2020-01-01816
Total of all active and inactive participants2020-01-016,266
Number of employers contributing to the scheme2020-01-01469
2019: PAINTING INDUSTRY INSURANCE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-016,496
Total number of active participants reported on line 7a of the Form 55002019-01-015,856
Number of retired or separated participants receiving benefits2019-01-01819
Total of all active and inactive participants2019-01-016,675
Number of employers contributing to the scheme2019-01-01458
2018: PAINTING INDUSTRY INSURANCE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-016,444
Total number of active participants reported on line 7a of the Form 55002018-01-015,664
Number of retired or separated participants receiving benefits2018-01-01832
Total of all active and inactive participants2018-01-016,496
Number of employers contributing to the scheme2018-01-01458
2017: PAINTING INDUSTRY INSURANCE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-016,444
Total number of active participants reported on line 7a of the Form 55002017-01-015,594
Number of retired or separated participants receiving benefits2017-01-01850
Total of all active and inactive participants2017-01-016,444
Number of employers contributing to the scheme2017-01-01451
2016: PAINTING INDUSTRY INSURANCE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-016,269
Total number of active participants reported on line 7a of the Form 55002016-01-015,674
Number of retired or separated participants receiving benefits2016-01-01770
Total of all active and inactive participants2016-01-016,444
Number of employers contributing to the scheme2016-01-01458
2015: PAINTING INDUSTRY INSURANCE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-016,119
Total number of active participants reported on line 7a of the Form 55002015-01-015,470
Number of retired or separated participants receiving benefits2015-01-01799
Total of all active and inactive participants2015-01-016,269
Number of employers contributing to the scheme2015-01-01534
2014: PAINTING INDUSTRY INSURANCE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-016,048
Total number of active participants reported on line 7a of the Form 55002014-01-015,371
Number of retired or separated participants receiving benefits2014-01-01748
Total of all active and inactive participants2014-01-016,119
Number of employers contributing to the scheme2014-01-01515
2013: PAINTING INDUSTRY INSURANCE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-015,817
Total number of active participants reported on line 7a of the Form 55002013-01-015,302
Number of retired or separated participants receiving benefits2013-01-01746
Total of all active and inactive participants2013-01-016,048
Number of employers contributing to the scheme2013-01-01521
2012: PAINTING INDUSTRY INSURANCE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-015,975
Total number of active participants reported on line 7a of the Form 55002012-01-015,086
Number of retired or separated participants receiving benefits2012-01-01731
Total of all active and inactive participants2012-01-015,817
Number of employers contributing to the scheme2012-01-01544
2011: PAINTING INDUSTRY INSURANCE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-016,017
Total number of active participants reported on line 7a of the Form 55002011-01-015,155
Number of retired or separated participants receiving benefits2011-01-01820
Total of all active and inactive participants2011-01-015,975
Number of employers contributing to the scheme2011-01-01545
2010: PAINTING INDUSTRY INSURANCE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-016,389
Total number of active participants reported on line 7a of the Form 55002010-01-015,243
Number of retired or separated participants receiving benefits2010-01-01774
Total of all active and inactive participants2010-01-016,017
Number of employers contributing to the scheme2010-01-01650
2009: PAINTING INDUSTRY INSURANCE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-016,623
Total number of active participants reported on line 7a of the Form 55002009-01-015,496
Number of retired or separated participants receiving benefits2009-01-01893
Total of all active and inactive participants2009-01-016,389
Number of employers contributing to the scheme2009-01-01673

Financial Data on PAINTING INDUSTRY INSURANCE FUND

Measure Date Value
2022 : PAINTING INDUSTRY INSURANCE FUND 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-144,540
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,584,311
Total unrealized appreciation/depreciation of assets2022-12-31$-6,728,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,840,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$34,993,643
Total income from all sources (including contributions)2022-12-31$103,437,472
Total loss/gain on sale of assets2022-12-31$-57,184
Total of all expenses incurred2022-12-31$113,860,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$106,345,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$111,181,313
Value of total assets at end of year2022-12-31$175,193,374
Value of total assets at beginning of year2022-12-31$184,769,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,514,125
Total income from rents2022-12-31$1,275,865
Total interest from all sources2022-12-31$1,256,219
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$200,143
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$164,320
Assets. Real estate other than employer real property at end of year2022-12-31$15,400,000
Assets. Real estate other than employer real property at beginning of year2022-12-31$15,400,000
Administrative expenses professional fees incurred2022-12-31$1,483,808
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$640,154
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$1,079,166
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$965,043
Assets. Other investments not covered elsewhere at end of year2022-12-31$29,386
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$32,480
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$227,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,326,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,157,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$14,112,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,061,512
Other income not declared elsewhere2022-12-31$2,161,077
Administrative expenses (other) incurred2022-12-31$5,739,444
Liabilities. Value of operating payables at end of year2022-12-31$1,163,094
Liabilities. Value of operating payables at beginning of year2022-12-31$2,370,641
Total non interest bearing cash at end of year2022-12-31$4,300,557
Total non interest bearing cash at beginning of year2022-12-31$4,168,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,422,535
Value of net assets at end of year (total assets less liabilities)2022-12-31$139,353,252
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$149,775,787
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
Assets. partnership/joint venture interests at end of year2022-12-31$21,380,087
Assets. partnership/joint venture interests at beginning of year2022-12-31$18,925,058
Investment advisory and management fees2022-12-31$290,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,968,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,457,423
Interest earned on other investments2022-12-31$882,689
Income. Interest from US Government securities2022-12-31$123,034
Income. Interest from corporate debt instruments2022-12-31$166,381
Value of interest in common/collective trusts at end of year2022-12-31$48,684,815
Value of interest in common/collective trusts at beginning of year2022-12-31$63,129,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$40,051,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$33,541,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$33,541,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$84,115
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$3,936,539
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$3,797,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,849,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,202,241
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$10,585,262
Asset value of US Government securities at end of year2022-12-31$5,632,011
Asset value of US Government securities at beginning of year2022-12-31$6,130,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-923,068
Net investment gain or loss from common/collective trusts2022-12-31$-5,146,641
Net gain/loss from 103.12 investment entities2022-12-31$218,599
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$110,216,270
Employer contributions (assets) at end of year2022-12-31$8,058,617
Employer contributions (assets) at beginning of year2022-12-31$7,516,451
Income. Dividends from preferred stock2022-12-31$35,823
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$95,533,549
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$8,730,170
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$10,013,398
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$42,506
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$21,483
Liabilities. Value of benefit claims payable at end of year2022-12-31$20,564,966
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$20,561,490
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$162,241
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$197,393
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$8,743,489
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,800,673
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : PAINTING INDUSTRY INSURANCE FUND 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$287,681
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-421,581
Total unrealized appreciation/depreciation of assets2021-12-31$-133,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$34,993,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,034,694
Total income from all sources (including contributions)2021-12-31$126,866,258
Total loss/gain on sale of assets2021-12-31$2,694,281
Total of all expenses incurred2021-12-31$123,072,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$115,314,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$104,263,475
Value of total assets at end of year2021-12-31$184,769,430
Value of total assets at beginning of year2021-12-31$179,017,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,757,921
Total income from rents2021-12-31$1,925,865
Total interest from all sources2021-12-31$1,178,268
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$196,036
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$155,440
Assets. Real estate other than employer real property at end of year2021-12-31$15,400,000
Assets. Real estate other than employer real property at beginning of year2021-12-31$13,000,000
Administrative expenses professional fees incurred2021-12-31$1,417,693
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$1,079,166
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$580,630
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,071,938
Assets. Other investments not covered elsewhere at end of year2021-12-31$32,480
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$27,225
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$225,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,157,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,102,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,061,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$13,405,442
Other income not declared elsewhere2021-12-31$2,077,342
Administrative expenses (other) incurred2021-12-31$6,038,788
Liabilities. Value of operating payables at end of year2021-12-31$2,370,641
Liabilities. Value of operating payables at beginning of year2021-12-31$1,768,691
Total non interest bearing cash at end of year2021-12-31$4,168,018
Total non interest bearing cash at beginning of year2021-12-31$4,186,355
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$3,793,389
Value of net assets at end of year (total assets less liabilities)2021-12-31$149,775,787
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$145,982,398
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
Assets. partnership/joint venture interests at end of year2021-12-31$18,925,058
Assets. partnership/joint venture interests at beginning of year2021-12-31$18,124,465
Investment advisory and management fees2021-12-31$301,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,457,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,120,730
Interest earned on other investments2021-12-31$872,759
Income. Interest from US Government securities2021-12-31$107,607
Income. Interest from corporate debt instruments2021-12-31$170,400
Value of interest in common/collective trusts at end of year2021-12-31$63,129,191
Value of interest in common/collective trusts at beginning of year2021-12-31$57,722,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$33,541,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$32,993,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$32,993,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$27,502
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$3,797,854
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$3,452,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,202,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,885,119
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$10,244,150
Asset value of US Government securities at end of year2021-12-31$6,130,319
Asset value of US Government securities at beginning of year2021-12-31$9,103,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,336,693
Net investment gain or loss from common/collective trusts2021-12-31$12,946,690
Net gain/loss from 103.12 investment entities2021-12-31$381,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$103,191,537
Employer contributions (assets) at end of year2021-12-31$7,516,451
Employer contributions (assets) at beginning of year2021-12-31$7,059,285
Income. Dividends from preferred stock2021-12-31$40,166
Income. Dividends from common stock2021-12-31$430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$104,845,244
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$10,013,398
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$11,563,778
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$21,483
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,650
Liabilities. Value of benefit claims payable at end of year2021-12-31$20,561,490
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$17,860,561
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$197,393
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$90,099
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$22,208,120
Aggregate carrying amount (costs) on sale of assets2021-12-31$19,513,839
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2021-12-31611436956
2020 : PAINTING INDUSTRY INSURANCE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-1,463,281
Total unrealized appreciation/depreciation of assets2020-12-31$-1,463,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$33,034,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$37,946,003
Total income from all sources (including contributions)2020-12-31$105,613,600
Total loss/gain on sale of assets2020-12-31$576,277
Total of all expenses incurred2020-12-31$106,536,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$100,798,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$90,861,231
Value of total assets at end of year2020-12-31$179,017,092
Value of total assets at beginning of year2020-12-31$184,851,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,738,564
Total income from rents2020-12-31$326,115
Total interest from all sources2020-12-31$1,649,557
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$149,549
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$124,446
Assets. Real estate other than employer real property at end of year2020-12-31$13,000,000
Assets. Real estate other than employer real property at beginning of year2020-12-31$13,000,000
Administrative expenses professional fees incurred2020-12-31$1,282,724
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$580,630
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$456,313
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$875,070
Assets. Other investments not covered elsewhere at end of year2020-12-31$27,225
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$50,332
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$226,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,102,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,530,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,405,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$17,465,540
Other income not declared elsewhere2020-12-31$1,759,362
Administrative expenses (other) incurred2020-12-31$4,146,047
Liabilities. Value of operating payables at end of year2020-12-31$1,768,691
Liabilities. Value of operating payables at beginning of year2020-12-31$1,406,476
Total non interest bearing cash at end of year2020-12-31$4,186,355
Total non interest bearing cash at beginning of year2020-12-31$3,585,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-923,279
Value of net assets at end of year (total assets less liabilities)2020-12-31$145,982,398
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$146,905,677
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 end of year2020-12-31$18,124,465
Assets. partnership/joint venture interests at beginning of year2020-12-31$16,023,986
Investment advisory and management fees2020-12-31$309,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,120,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,363,146
Interest earned on other investments2020-12-31$1,017,994
Income. Interest from US Government securities2020-12-31$208,450
Income. Interest from corporate debt instruments2020-12-31$377,357
Value of interest in common/collective trusts at end of year2020-12-31$57,722,768
Value of interest in common/collective trusts at beginning of year2020-12-31$53,771,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$32,993,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$39,163,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$39,163,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$45,756
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$3,452,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,885,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$21,706,822
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$11,626,460
Asset value of US Government securities at end of year2020-12-31$9,103,311
Asset value of US Government securities at beginning of year2020-12-31$9,939,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$757,584
Net investment gain or loss from common/collective trusts2020-12-31$10,914,761
Net gain/loss from 103.12 investment entities2020-12-31$82,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$89,986,161
Employer contributions (assets) at end of year2020-12-31$7,059,285
Employer contributions (assets) at beginning of year2020-12-31$7,640,192
Income. Dividends from preferred stock2020-12-31$25,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$88,945,538
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$11,563,778
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$10,523,868
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4,650
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$21,661
Liabilities. Value of benefit claims payable at end of year2020-12-31$17,860,561
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$19,073,987
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$90,099
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$75,234
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$36,152,203
Aggregate carrying amount (costs) on sale of assets2020-12-31$35,575,926
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2020-12-31611436956
2019 : PAINTING INDUSTRY INSURANCE FUND 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$2,369,201
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,428,453
Total unrealized appreciation/depreciation of assets2019-12-31$4,797,654
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$37,946,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$33,344,070
Total income from all sources (including contributions)2019-12-31$138,770,258
Total loss/gain on sale of assets2019-12-31$183,841
Total of all expenses incurred2019-12-31$115,138,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$109,485,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$116,279,108
Value of total assets at end of year2019-12-31$184,851,680
Value of total assets at beginning of year2019-12-31$156,617,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,652,681
Total income from rents2019-12-31$320,870
Total interest from all sources2019-12-31$1,908,296
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$186,877
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$163,440
Assets. Real estate other than employer real property at end of year2019-12-31$13,000,000
Assets. Real estate other than employer real property at beginning of year2019-12-31$10,660,000
Administrative expenses professional fees incurred2019-12-31$1,418,887
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$456,313
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$435,891
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,299,908
Assets. Other investments not covered elsewhere at end of year2019-12-31$50,332
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$36,988
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$212,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,530,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,540,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$17,465,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,915,100
Other income not declared elsewhere2019-12-31$2,147,889
Administrative expenses (other) incurred2019-12-31$3,969,141
Liabilities. Value of operating payables at end of year2019-12-31$1,406,476
Liabilities. Value of operating payables at beginning of year2019-12-31$1,205,396
Total non interest bearing cash at end of year2019-12-31$3,585,300
Total non interest bearing cash at beginning of year2019-12-31$3,191,023
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$23,631,902
Value of net assets at end of year (total assets less liabilities)2019-12-31$146,905,677
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$123,273,775
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$16,023,986
Assets. partnership/joint venture interests at beginning of year2019-12-31$14,798,108
Investment advisory and management fees2019-12-31$264,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,363,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,071,165
Interest earned on other investments2019-12-31$1,232,376
Income. Interest from US Government securities2019-12-31$270,072
Income. Interest from corporate debt instruments2019-12-31$294,259
Value of interest in common/collective trusts at end of year2019-12-31$53,771,239
Value of interest in common/collective trusts at beginning of year2019-12-31$42,555,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$39,163,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$31,347,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$31,347,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$111,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$21,706,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,183,723
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$10,659,989
Asset value of US Government securities at end of year2019-12-31$9,939,416
Asset value of US Government securities at beginning of year2019-12-31$9,820,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$658,354
Net investment gain or loss from common/collective trusts2019-12-31$12,287,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$114,979,200
Employer contributions (assets) at end of year2019-12-31$7,640,192
Employer contributions (assets) at beginning of year2019-12-31$7,310,360
Income. Dividends from preferred stock2019-12-31$23,290
Income. Dividends from common stock2019-12-31$147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$98,613,159
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,523,868
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$8,641,095
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$21,661
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,480
Liabilities. Value of benefit claims payable at end of year2019-12-31$19,073,987
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$18,223,574
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$75,234
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$24,513
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$13,262,086
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,078,245
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : PAINTING INDUSTRY INSURANCE FUND 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-106,557
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-174,928
Total unrealized appreciation/depreciation of assets2018-12-31$-281,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,344,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,218,371
Total income from all sources (including contributions)2018-12-31$106,678,318
Total loss/gain on sale of assets2018-12-31$-89,354
Total of all expenses incurred2018-12-31$101,675,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$95,310,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$104,967,350
Value of total assets at end of year2018-12-31$156,617,845
Value of total assets at beginning of year2018-12-31$151,489,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,364,789
Total income from rents2018-12-31$719,666
Total interest from all sources2018-12-31$1,750,520
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$153,469
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$126,240
Assets. Real estate other than employer real property at end of year2018-12-31$10,660,000
Assets. Real estate other than employer real property at beginning of year2018-12-31$10,660,000
Administrative expenses professional fees incurred2018-12-31$1,515,696
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$435,891
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$617,122
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,269,379
Assets. Other investments not covered elsewhere at end of year2018-12-31$36,988
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,313
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$206,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,540,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,583,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$13,915,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$14,386,793
Other income not declared elsewhere2018-12-31$1,934,430
Administrative expenses (other) incurred2018-12-31$4,563,877
Liabilities. Value of operating payables at end of year2018-12-31$1,205,396
Liabilities. Value of operating payables at beginning of year2018-12-31$1,655,487
Total non interest bearing cash at end of year2018-12-31$3,191,023
Total non interest bearing cash at beginning of year2018-12-31$2,754,355
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$5,003,119
Value of net assets at end of year (total assets less liabilities)2018-12-31$123,273,775
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$118,270,656
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$14,798,108
Assets. partnership/joint venture interests at beginning of year2018-12-31$13,556,470
Investment advisory and management fees2018-12-31$285,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,071,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,050,170
Interest earned on other investments2018-12-31$1,218,229
Income. Interest from US Government securities2018-12-31$246,639
Income. Interest from corporate debt instruments2018-12-31$197,667
Value of interest in common/collective trusts at end of year2018-12-31$42,555,611
Value of interest in common/collective trusts at beginning of year2018-12-31$44,074,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$31,347,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$25,326,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$25,326,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$87,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,183,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,129,394
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$9,806,539
Asset value of US Government securities at end of year2018-12-31$9,820,396
Asset value of US Government securities at beginning of year2018-12-31$9,328,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-633,628
Net investment gain or loss from common/collective trusts2018-12-31$-1,842,650
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$103,697,971
Employer contributions (assets) at end of year2018-12-31$7,310,360
Employer contributions (assets) at beginning of year2018-12-31$7,664,045
Income. Dividends from preferred stock2018-12-31$26,491
Income. Dividends from common stock2018-12-31$738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$85,297,418
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$8,641,095
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$8,671,014
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,480
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$40,900
Liabilities. Value of benefit claims payable at end of year2018-12-31$18,223,574
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$17,176,091
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$24,513
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$17,560
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$12,571,612
Aggregate carrying amount (costs) on sale of assets2018-12-31$12,660,966
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 name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : PAINTING INDUSTRY INSURANCE FUND 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$1,401,178
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$916,922
Total unrealized appreciation/depreciation of assets2017-12-31$2,318,100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,218,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,326,041
Total income from all sources (including contributions)2017-12-31$108,555,664
Total loss/gain on sale of assets2017-12-31$-462
Total of all expenses incurred2017-12-31$97,194,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$91,566,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$94,950,365
Value of total assets at end of year2017-12-31$151,489,027
Value of total assets at beginning of year2017-12-31$139,235,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,627,972
Total income from rents2017-12-31$319,416
Total interest from all sources2017-12-31$1,829,257
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$92,432
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$51,068
Assets. Real estate other than employer real property at end of year2017-12-31$10,660,000
Assets. Real estate other than employer real property at beginning of year2017-12-31$9,300,000
Administrative expenses professional fees incurred2017-12-31$1,461,126
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$617,122
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$588,464
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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$1,244,641
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,313
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,299
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$202,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,583,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,183,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$14,386,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$14,376,886
Other income not declared elsewhere2017-12-31$1,771,175
Administrative expenses (other) incurred2017-12-31$3,895,162
Liabilities. Value of operating payables at end of year2017-12-31$1,655,487
Liabilities. Value of operating payables at beginning of year2017-12-31$1,815,941
Total non interest bearing cash at end of year2017-12-31$2,754,355
Total non interest bearing cash at beginning of year2017-12-31$1,936,746
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$11,361,567
Value of net assets at end of year (total assets less liabilities)2017-12-31$118,270,656
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$106,909,089
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$13,556,470
Assets. partnership/joint venture interests at beginning of year2017-12-31$12,600,462
Investment advisory and management fees2017-12-31$271,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,050,170
Interest earned on other investments2017-12-31$1,304,561
Income. Interest from US Government securities2017-12-31$214,826
Income. Interest from corporate debt instruments2017-12-31$249,975
Value of interest in common/collective trusts at end of year2017-12-31$44,074,484
Value of interest in common/collective trusts at beginning of year2017-12-31$40,714,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,326,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$25,159,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$25,159,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$59,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,129,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,459,734
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$10,133,542
Asset value of US Government securities at end of year2017-12-31$9,328,235
Asset value of US Government securities at beginning of year2017-12-31$9,693,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$347,377
Net investment gain or loss from common/collective trusts2017-12-31$6,928,004
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$93,705,724
Employer contributions (assets) at end of year2017-12-31$7,664,045
Employer contributions (assets) at beginning of year2017-12-31$6,929,608
Income. Dividends from preferred stock2017-12-31$40,967
Income. Dividends from common stock2017-12-31$397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$81,229,915
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$8,671,014
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,630,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$40,900
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$25,543
Liabilities. Value of benefit claims payable at end of year2017-12-31$17,176,091
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$16,133,214
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$17,560
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$9,150
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$24,996,838
Aggregate carrying amount (costs) on sale of assets2017-12-31$24,997,300
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 name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : PAINTING INDUSTRY INSURANCE FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$49,176
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,105,198
Total unrealized appreciation/depreciation of assets2016-12-31$1,154,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,326,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,969,658
Total income from all sources (including contributions)2016-12-31$103,671,487
Total loss/gain on sale of assets2016-12-31$30,943
Total of all expenses incurred2016-12-31$96,693,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$91,202,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$94,999,081
Value of total assets at end of year2016-12-31$139,235,130
Value of total assets at beginning of year2016-12-31$131,900,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,490,888
Total income from rents2016-12-31$312,748
Total interest from all sources2016-12-31$1,674,078
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$9,300,000
Assets. Real estate other than employer real property at beginning of year2016-12-31$9,300,000
Administrative expenses professional fees incurred2016-12-31$1,582,228
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$588,464
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$435,107
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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$1,060,446
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,299
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$232,908
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$202,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,183,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,896,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$14,376,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,916,628
Other income not declared elsewhere2016-12-31$1,634,386
Administrative expenses (other) incurred2016-12-31$3,625,824
Liabilities. Value of operating payables at end of year2016-12-31$1,815,941
Liabilities. Value of operating payables at beginning of year2016-12-31$1,801,169
Total non interest bearing cash at end of year2016-12-31$1,936,746
Total non interest bearing cash at beginning of year2016-12-31$1,448,620
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$6,977,976
Value of net assets at end of year (total assets less liabilities)2016-12-31$106,909,089
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$99,931,113
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 end of year2016-12-31$12,600,462
Assets. partnership/joint venture interests at beginning of year2016-12-31$11,363,675
Investment advisory and management fees2016-12-31$282,836
Interest earned on other investments2016-12-31$1,195,183
Income. Interest from US Government securities2016-12-31$225,484
Income. Interest from corporate debt instruments2016-12-31$220,156
Value of interest in common/collective trusts at end of year2016-12-31$40,714,693
Value of interest in common/collective trusts at beginning of year2016-12-31$36,694,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$25,159,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24,802,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24,802,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$33,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,459,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$21,898,453
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$9,405,494
Asset value of US Government securities at end of year2016-12-31$9,693,278
Asset value of US Government securities at beginning of year2016-12-31$10,097,219
Net investment gain or loss from common/collective trusts2016-12-31$3,833,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$93,938,635
Employer contributions (assets) at end of year2016-12-31$6,929,608
Employer contributions (assets) at beginning of year2016-12-31$7,010,177
Income. Dividends from preferred stock2016-12-31$32,367
Income. Dividends from common stock2016-12-31$373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$81,594,614
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,630,967
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$6,664,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$25,543
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$24,228
Liabilities. Value of benefit claims payable at end of year2016-12-31$16,133,214
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$15,251,861
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$9,150
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$31,931
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$17,906,996
Aggregate carrying amount (costs) on sale of assets2016-12-31$17,876,053
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 name2016-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2016-12-31611436956
2015 : PAINTING INDUSTRY INSURANCE FUND 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$456,464
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$665,057
Total unrealized appreciation/depreciation of assets2015-12-31$1,121,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$31,969,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$31,359,184
Total income from all sources (including contributions)2015-12-31$91,344,011
Total loss/gain on sale of assets2015-12-31$-129,058
Total of all expenses incurred2015-12-31$83,850,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$78,341,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$86,949,811
Value of total assets at end of year2015-12-31$131,900,771
Value of total assets at beginning of year2015-12-31$123,796,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,508,294
Total income from rents2015-12-31$568,415
Total interest from all sources2015-12-31$1,762,441
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$9,300,000
Assets. Real estate other than employer real property at beginning of year2015-12-31$8,350,000
Administrative expenses professional fees incurred2015-12-31$1,363,553
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$435,107
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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$1,512,434
Assets. Other investments not covered elsewhere at end of year2015-12-31$232,908
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$213,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,896,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,437,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,916,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,697,726
Other income not declared elsewhere2015-12-31$1,492,298
Administrative expenses (other) incurred2015-12-31$3,860,817
Liabilities. Value of operating payables at end of year2015-12-31$1,801,169
Liabilities. Value of operating payables at beginning of year2015-12-31$1,637,040
Total non interest bearing cash at end of year2015-12-31$1,448,620
Total non interest bearing cash at beginning of year2015-12-31$1,313,065
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$7,493,957
Value of net assets at end of year (total assets less liabilities)2015-12-31$99,931,113
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$92,437,156
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$11,363,675
Assets. partnership/joint venture interests at beginning of year2015-12-31$8,672,200
Investment advisory and management fees2015-12-31$283,924
Interest earned on other investments2015-12-31$1,160,745
Income. Interest from US Government securities2015-12-31$283,450
Income. Interest from corporate debt instruments2015-12-31$296,983
Value of interest in common/collective trusts at end of year2015-12-31$36,694,889
Value of interest in common/collective trusts at beginning of year2015-12-31$33,040,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$24,802,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$20,461,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$20,461,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$21,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$21,898,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,672,177
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$8,678,489
Asset value of US Government securities at end of year2015-12-31$10,097,219
Asset value of US Government securities at beginning of year2015-12-31$12,613,818
Net investment gain or loss from common/collective trusts2015-12-31$-429,791
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$85,437,377
Employer contributions (assets) at end of year2015-12-31$7,010,177
Employer contributions (assets) at beginning of year2015-12-31$5,731,194
Income. Dividends from preferred stock2015-12-31$8,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,449,664
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$6,664,776
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$9,424,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$24,228
Liabilities. Value of benefit claims payable at end of year2015-12-31$15,251,861
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$15,024,418
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$31,931
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$72,687
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$39,564,921
Aggregate carrying amount (costs) on sale of assets2015-12-31$39,693,979
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 name2015-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2015-12-31611436956
2014 : PAINTING INDUSTRY INSURANCE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$871,410
Total unrealized appreciation/depreciation of assets2014-12-31$871,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$31,359,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,121,579
Total income from all sources (including contributions)2014-12-31$89,092,609
Total loss/gain on sale of assets2014-12-31$112,740
Total of all expenses incurred2014-12-31$85,522,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$79,835,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$80,594,946
Value of total assets at end of year2014-12-31$123,796,340
Value of total assets at beginning of year2014-12-31$120,988,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,686,846
Total income from rents2014-12-31$604,770
Total interest from all sources2014-12-31$1,750,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$8,350,000
Assets. Real estate other than employer real property at beginning of year2014-12-31$8,350,000
Administrative expenses professional fees incurred2014-12-31$1,323,359
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
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$1,125,870
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,763
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$11,270
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$199,663
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,437,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,390,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,697,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$16,128,375
Other income not declared elsewhere2014-12-31$1,791,653
Administrative expenses (other) incurred2014-12-31$4,104,395
Liabilities. Value of operating payables at end of year2014-12-31$1,637,040
Liabilities. Value of operating payables at beginning of year2014-12-31$1,810,295
Total non interest bearing cash at end of year2014-12-31$1,313,065
Total non interest bearing cash at beginning of year2014-12-31$1,216,429
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$3,570,224
Value of net assets at end of year (total assets less liabilities)2014-12-31$92,437,156
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$88,866,932
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$8,672,200
Assets. partnership/joint venture interests at beginning of year2014-12-31$5,291,863
Investment advisory and management fees2014-12-31$259,092
Interest earned on other investments2014-12-31$1,015,628
Income. Interest from US Government securities2014-12-31$316,221
Income. Interest from corporate debt instruments2014-12-31$375,260
Value of interest in common/collective trusts at end of year2014-12-31$33,040,641
Value of interest in common/collective trusts at beginning of year2014-12-31$22,707,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$20,461,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$24,169,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$24,169,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$43,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,672,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,755,535
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,489,816
Asset value of US Government securities at end of year2014-12-31$12,613,818
Asset value of US Government securities at beginning of year2014-12-31$21,315,023
Net investment gain or loss from common/collective trusts2014-12-31$3,366,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$79,469,076
Employer contributions (assets) at end of year2014-12-31$5,731,194
Employer contributions (assets) at beginning of year2014-12-31$6,031,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$71,146,060
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$9,424,126
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$8,627,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$15,024,418
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$14,182,909
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$72,687
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$122,276
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$46,585,829
Aggregate carrying amount (costs) on sale of assets2014-12-31$46,473,089
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2014-12-31611436956
2013 : PAINTING INDUSTRY INSURANCE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-714,002
Total unrealized appreciation/depreciation of assets2013-12-31$-714,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,121,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,423,474
Total income from all sources (including contributions)2013-12-31$87,056,605
Total loss/gain on sale of assets2013-12-31$-42,762
Total of all expenses incurred2013-12-31$79,673,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$74,614,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$78,594,682
Value of total assets at end of year2013-12-31$120,988,511
Value of total assets at beginning of year2013-12-31$112,907,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,059,583
Total income from rents2013-12-31$489,520
Total interest from all sources2013-12-31$1,688,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$8,350,000
Assets. Real estate other than employer real property at beginning of year2013-12-31$7,000,000
Administrative expenses professional fees incurred2013-12-31$1,338,037
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,166,833
Assets. Other investments not covered elsewhere at end of year2013-12-31$11,270
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$191,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,390,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,354,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$16,128,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,198,834
Other income not declared elsewhere2013-12-31$1,785,416
Administrative expenses (other) incurred2013-12-31$3,528,977
Liabilities. Value of operating payables at end of year2013-12-31$1,810,295
Liabilities. Value of operating payables at beginning of year2013-12-31$1,528,756
Total non interest bearing cash at end of year2013-12-31$1,216,429
Total non interest bearing cash at beginning of year2013-12-31$759,271
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$7,382,765
Value of net assets at end of year (total assets less liabilities)2013-12-31$88,866,932
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$81,484,167
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$5,291,863
Investment advisory and management fees2013-12-31$192,569
Interest earned on other investments2013-12-31$843,653
Income. Interest from US Government securities2013-12-31$428,900
Income. Interest from corporate debt instruments2013-12-31$372,900
Value of interest in common/collective trusts at end of year2013-12-31$22,707,364
Value of interest in common/collective trusts at beginning of year2013-12-31$22,677,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$24,169,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$21,272,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$21,272,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$43,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,755,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,594,900
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$8,010,013
Asset value of US Government securities at end of year2013-12-31$21,315,023
Asset value of US Government securities at beginning of year2013-12-31$22,534,429
Net investment gain or loss from common/collective trusts2013-12-31$5,255,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$77,427,849
Employer contributions (assets) at end of year2013-12-31$6,031,212
Employer contributions (assets) at beginning of year2013-12-31$6,998,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$66,412,881
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$8,627,448
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$8,550,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$14,182,909
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$13,695,884
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$122,276
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$166,063
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$42,471,123
Aggregate carrying amount (costs) on sale of assets2013-12-31$42,513,885
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 name2013-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2013-12-31611436956
2012 : PAINTING INDUSTRY INSURANCE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,589,567
Total unrealized appreciation/depreciation of assets2012-12-31$1,589,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,423,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,822,043
Total income from all sources (including contributions)2012-12-31$76,004,018
Total loss/gain on sale of assets2012-12-31$304,850
Total of all expenses incurred2012-12-31$75,158,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$70,210,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$67,856,664
Value of total assets at end of year2012-12-31$112,778,169
Value of total assets at beginning of year2012-12-31$114,330,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,947,885
Total income from rents2012-12-31$339,520
Total interest from all sources2012-12-31$1,713,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$7,000,000
Assets. Real estate other than employer real property at beginning of year2012-12-31$7,000,000
Administrative expenses professional fees incurred2012-12-31$1,350,824
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,178,791
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$318,491
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$183,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,225,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,208,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,198,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,658,437
Other income not declared elsewhere2012-12-31$1,725,689
Administrative expenses (other) incurred2012-12-31$3,404,230
Liabilities. Value of operating payables at end of year2012-12-31$1,528,756
Liabilities. Value of operating payables at beginning of year2012-12-31$3,347,591
Total non interest bearing cash at end of year2012-12-31$759,271
Total non interest bearing cash at beginning of year2012-12-31$552,196
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$845,937
Value of net assets at end of year (total assets less liabilities)2012-12-31$81,354,695
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$80,508,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$192,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,204,096
Interest earned on other investments2012-12-31$860,784
Income. Interest from US Government securities2012-12-31$574,169
Income. Interest from corporate debt instruments2012-12-31$273,375
Value of interest in common/collective trusts at end of year2012-12-31$22,677,355
Value of interest in common/collective trusts at beginning of year2012-12-31$18,786,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$21,272,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$28,844,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$28,844,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,594,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,160,220
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$13,550,923
Asset value of US Government securities at end of year2012-12-31$22,534,429
Asset value of US Government securities at beginning of year2012-12-31$21,701,675
Net investment gain or loss from common/collective trusts2012-12-31$2,474,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$66,677,873
Employer contributions (assets) at end of year2012-12-31$6,998,510
Employer contributions (assets) at beginning of year2012-12-31$7,662,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,475,957
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$8,550,467
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$7,672,549
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
Liabilities. Value of benefit claims payable at end of year2012-12-31$13,695,884
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$14,816,015
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$166,063
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$220,262
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$42,001,940
Aggregate carrying amount (costs) on sale of assets2012-12-31$41,697,090
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 name2012-12-31NOVAK FRANCELL LLC
Accountancy firm EIN2012-12-31611436956
2011 : PAINTING INDUSTRY INSURANCE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,455,042
Total unrealized appreciation/depreciation of assets2011-12-31$1,455,042
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,822,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30,405,626
Total income from all sources (including contributions)2011-12-31$73,921,644
Total loss/gain on sale of assets2011-12-31$124,106
Total of all expenses incurred2011-12-31$77,482,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$72,429,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$67,939,920
Value of total assets at end of year2011-12-31$114,330,801
Value of total assets at beginning of year2011-12-31$114,475,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,053,252
Total income from rents2011-12-31$339,520
Total interest from all sources2011-12-31$1,827,797
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$21,985
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$21,985
Assets. Real estate other than employer real property at end of year2011-12-31$7,000,000
Assets. Real estate other than employer real property at beginning of year2011-12-31$6,000,000
Administrative expenses professional fees incurred2011-12-31$1,202,781
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,592,972
Assets. Other investments not covered elsewhere at end of year2011-12-31$318,491
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$180,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,208,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,978,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15,658,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$13,580,191
Other income not declared elsewhere2011-12-31$1,923,230
Administrative expenses (other) incurred2011-12-31$3,669,725
Liabilities. Value of operating payables at end of year2011-12-31$3,347,591
Liabilities. Value of operating payables at beginning of year2011-12-31$2,529,243
Total non interest bearing cash at end of year2011-12-31$552,196
Total non interest bearing cash at beginning of year2011-12-31$531,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,561,250
Value of net assets at end of year (total assets less liabilities)2011-12-31$80,508,758
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$84,070,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$180,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,204,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,434,459
Interest earned on other investments2011-12-31$840,877
Income. Interest from US Government securities2011-12-31$606,433
Income. Interest from corporate debt instruments2011-12-31$352,681
Value of interest in common/collective trusts at end of year2011-12-31$18,786,194
Value of interest in common/collective trusts at beginning of year2011-12-31$19,345,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$28,844,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$32,998,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$32,998,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$27,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,160,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,369,061
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$13,953,072
Asset value of US Government securities at end of year2011-12-31$21,701,675
Asset value of US Government securities at beginning of year2011-12-31$20,222,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-171,058
Net investment gain or loss from common/collective trusts2011-12-31$461,102
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$66,346,948
Employer contributions (assets) at end of year2011-12-31$7,662,373
Employer contributions (assets) at beginning of year2011-12-31$6,864,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$58,296,220
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$7,672,549
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$7,651,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$14,816,015
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$14,296,192
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$220,262
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$77,799
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$59,138,028
Aggregate carrying amount (costs) on sale of assets2011-12-31$59,013,922
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 name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : PAINTING INDUSTRY INSURANCE FUND 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$18,419
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$247,813
Total unrealized appreciation/depreciation of assets2010-12-31$266,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,405,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,177,903
Total income from all sources (including contributions)2010-12-31$72,190,675
Total loss/gain on sale of assets2010-12-31$111,278
Total of all expenses incurred2010-12-31$71,959,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$66,329,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$65,915,518
Value of total assets at end of year2010-12-31$114,475,634
Value of total assets at beginning of year2010-12-31$114,016,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,629,887
Total income from rents2010-12-31$339,645
Total interest from all sources2010-12-31$2,001,169
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$24,823
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$24,823
Assets. Real estate other than employer real property at end of year2010-12-31$6,000,000
Administrative expenses professional fees incurred2010-12-31$1,323,686
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,439,099
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,000,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$190,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,978,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,390,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$13,580,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,793,306
Other income not declared elsewhere2010-12-31$1,700,967
Administrative expenses (other) incurred2010-12-31$4,132,580
Liabilities. Value of operating payables at end of year2010-12-31$2,529,243
Liabilities. Value of operating payables at beginning of year2010-12-31$2,862,147
Total non interest bearing cash at end of year2010-12-31$531,924
Total non interest bearing cash at beginning of year2010-12-31$629,212
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$231,212
Value of net assets at end of year (total assets less liabilities)2010-12-31$84,070,008
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$83,838,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$173,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,434,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,142,217
Interest earned on other investments2010-12-31$817,197
Income. Interest from US Government securities2010-12-31$831,237
Income. Interest from corporate debt instruments2010-12-31$230,002
Value of interest in common/collective trusts at end of year2010-12-31$19,345,955
Value of interest in common/collective trusts at beginning of year2010-12-31$17,645,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$32,998,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$36,381,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$36,381,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$122,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,369,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,589,692
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$11,739,038
Asset value of US Government securities at end of year2010-12-31$20,222,801
Asset value of US Government securities at beginning of year2010-12-31$22,643,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$110,340
Net investment gain or loss from common/collective trusts2010-12-31$1,720,703
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$64,476,419
Employer contributions (assets) at end of year2010-12-31$6,864,848
Employer contributions (assets) at beginning of year2010-12-31$6,463,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$54,400,507
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$7,651,676
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,038,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$14,296,192
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$14,522,450
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$77,799
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$93,358
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$40,792,299
Aggregate carrying amount (costs) on sale of assets2010-12-31$40,681,021
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 name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956

Form 5500 Responses for PAINTING INDUSTRY INSURANCE FUND

2022: PAINTING INDUSTRY INSURANCE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PAINTING INDUSTRY INSURANCE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PAINTING INDUSTRY INSURANCE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAINTING INDUSTRY INSURANCE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAINTING INDUSTRY INSURANCE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAINTING INDUSTRY INSURANCE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PAINTING INDUSTRY INSURANCE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PAINTING INDUSTRY INSURANCE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PAINTING INDUSTRY INSURANCE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PAINTING INDUSTRY INSURANCE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PAINTING INDUSTRY INSURANCE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PAINTING INDUSTRY INSURANCE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PAINTING INDUSTRY INSURANCE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PAINTING INDUSTRY INSURANCE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 1
Insurance contract or identification number017106
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,049
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,049
Insurance broker organization code?3
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 2
Insurance contract or identification number211639-0001
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,101
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $125,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,101
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2187/C3302
Policy instance 3
Insurance contract or identification numberG2187/C3302
Number of Individuals Covered121
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $32,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214051-0001
Policy instance 4
Insurance contract or identification number214051-0001
Number of Individuals Covered258
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,063,232
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number1124054 1000
Policy instance 5
Insurance contract or identification number1124054 1000
Number of Individuals Covered709
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $7,046,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000070-00
Policy instance 6
Insurance contract or identification number24-000070-00
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $7,296
Total amount of fees paid to insurance companyUSD $1,569
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $36,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,296
Amount paid for insurance broker fees1569
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-018184-00
Policy instance 7
Insurance contract or identification number01-018184-00
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $83,783
Total amount of fees paid to insurance companyUSD $15,172
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $418,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,783
Amount paid for insurance broker fees15172
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number11447646
Policy instance 8
Insurance contract or identification number11447646
Number of Individuals Covered119
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $34,127
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,127
Insurance broker organization code?3
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 2
Insurance contract or identification number211639-0001
Number of Individuals Covered12
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,293
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $118,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,293
Insurance broker organization code?3
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214051-0001
Policy instance 4
Insurance contract or identification number214051-0001
Number of Individuals Covered272
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
Welfare Benefit Premiums Paid to CarrierUSD $1,992,577
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 numberG2187/C3302
Policy instance 3
Insurance contract or identification numberG2187/C3302
Number of Individuals Covered97
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $36,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1124054 000
Policy instance 5
Insurance contract or identification number1124054 000
Number of Individuals Covered774
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
Welfare Benefit Premiums Paid to CarrierUSD $6,857,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000070-00
Policy instance 6
Insurance contract or identification number24-000070-00
Number of Individuals Covered564
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $7,631
Total amount of fees paid to insurance companyUSD $592
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $38,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,631
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-018184-00
Policy instance 7
Insurance contract or identification number01-018184-00
Number of Individuals Covered1026
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $82,167
Total amount of fees paid to insurance companyUSD $9,371
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $410,835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,167
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number11447646
Policy instance 8
Insurance contract or identification number11447646
Number of Individuals Covered132
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $37,546
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,546
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 1
Insurance contract or identification number017106
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,601
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,601
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677784G
Policy instance 3
Insurance contract or identification number677784G
Number of Individuals Covered979
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,239
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,239
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 1
Insurance contract or identification number017106
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,608
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,608
Insurance broker organization code?3
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214051-0001
Policy instance 5
Insurance contract or identification number214051-0001
Number of Individuals Covered327
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
Welfare Benefit Premiums Paid to CarrierUSD $2,187,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?1
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1124054 000
Policy instance 6
Insurance contract or identification number1124054 000
Number of Individuals Covered910
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
Welfare Benefit Premiums Paid to CarrierUSD $7,096,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 2
Insurance contract or identification number211639-0001
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,719
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $119,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,719
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2187/C3302
Policy instance 4
Insurance contract or identification numberG2187/C3302
Number of Individuals Covered138
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $39,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number11447646
Policy instance 9
Insurance contract or identification number11447646
Number of Individuals Covered147
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $42,455
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,506
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000070-00
Policy instance 7
Insurance contract or identification number24-000070-00
Number of Individuals Covered607
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $8,066
Total amount of fees paid to insurance companyUSD $1,193
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $40,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,066
Amount paid for insurance broker fees1193
Additional information about fees paid to insurance brokerNY GROUP VOLUME BONUS
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-018184-00
Policy instance 8
Insurance contract or identification number01-018184-00
Number of Individuals Covered1025
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $82,506
Total amount of fees paid to insurance companyUSD $9,260
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $412,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,506
Amount paid for insurance broker fees9260
Additional information about fees paid to insurance brokerNY GROUP VOLUME BONUS
Insurance broker organization code?3
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 3
Insurance contract or identification number211639-0001
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,818
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $90,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,818
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677784G
Policy instance 4
Insurance contract or identification number677784G
Number of Individuals Covered979
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $41,291
Total amount of fees paid to insurance companyUSD $21,845
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $412,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,291
Amount paid for insurance broker fees21845
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES AND CONTINGENT COMPENSATION
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 2
Insurance contract or identification number017106
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $20,534
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,534
Insurance broker organization code?3
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214051-0001
Policy instance 6
Insurance contract or identification number214051-0001
Number of Individuals Covered305
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
Welfare Benefit Premiums Paid to CarrierUSD $2,088,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?1
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2187/C3302
Policy instance 5
Insurance contract or identification numberG2187/C3302
Number of Individuals Covered135
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $36,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number370C1GL00
Policy instance 7
Insurance contract or identification number370C1GL00
Number of Individuals Covered366
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,724,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000070-00
Policy instance 8
Insurance contract or identification number24-000070-00
Number of Individuals Covered623
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $6,776
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $33,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,776
Insurance broker organization code?3
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 )
Policy contract number10011769
Policy instance 1
Insurance contract or identification number10011769
Number of Individuals Covered147
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $30,212
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $860,295
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,212
Insurance broker organization code?3
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 )
Policy contract number10011769
Policy instance 1
Insurance contract or identification number10011769
Number of Individuals Covered165
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $42,820
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,164,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,820
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677784G
Policy instance 4
Insurance contract or identification number677784G
Number of Individuals Covered864
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $39,979
Total amount of fees paid to insurance companyUSD $19,989
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $399,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,979
Amount paid for insurance broker fees19989
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000070-00
Policy instance 8
Insurance contract or identification number24-000070-00
Number of Individuals Covered652
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $6,786
Total amount of fees paid to insurance companyUSD $846
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $33,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,786
Amount paid for insurance broker fees846
Additional information about fees paid to insurance brokerNY GROUP VOLUME BONUS
Insurance broker organization code?3
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214051-0001
Policy instance 6
Insurance contract or identification number214051-0001
Number of Individuals Covered294
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,993,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 3
Insurance contract or identification number211639-0001
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,415
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $102,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,415
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2187/C3302
Policy instance 5
Insurance contract or identification numberG2187/C3302
Number of Individuals Covered153
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $37,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?1
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number370C1GL00
Policy instance 7
Insurance contract or identification number370C1GL00
Number of Individuals Covered362
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,076,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 2
Insurance contract or identification number017106
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19,937
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,937
Insurance broker organization code?3
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 )
Policy contract number10011769
Policy instance 1
Insurance contract or identification number10011769
Number of Individuals Covered187
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $44,158
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,209,619
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,158
Insurance broker organization code?3
Insurance broker nameGILROY KERNAN & GILROY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 2
Insurance contract or identification number017106
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,572
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,572
Insurance broker organization code?3
Insurance broker nameJOHN SCHMITT
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 3
Insurance contract or identification number211639-0001
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,920
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $123,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,920
Insurance broker organization code?3
Insurance broker nameGILROY KERNAN & GILROY INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677784G
Policy instance 4
Insurance contract or identification number677784G
Number of Individuals Covered888
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46,126
Total amount of fees paid to insurance companyUSD $23,063
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $461,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,146
Amount paid for insurance broker fees19573
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP PLANS INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619360
Policy instance 5
Insurance contract or identification number619360
Number of Individuals Covered1632
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Total amount of commissions paid to insurance brokerUSD $1,632
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $13,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,632
Insurance broker organization code?3
Insurance broker nameANTHONY PECONE
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2187/C3302
Policy instance 6
Insurance contract or identification numberG2187/C3302
Number of Individuals Covered116
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $32,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?1
Insurance broker name
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214051-0001
Policy instance 7
Insurance contract or identification number214051-0001
Number of Individuals Covered265
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $87,670
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,666,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87,670
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number370C1GL00
Policy instance 8
Insurance contract or identification number370C1GL00
Number of Individuals Covered373
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $182,870
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,095,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $182,870
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619360
Policy instance 5
Insurance contract or identification number619360
Number of Individuals Covered1680
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $4,639
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $49,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,639
Insurance broker organization code?3
Insurance broker nameANTHONY PECONE
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number370C1GL00
Policy instance 8
Insurance contract or identification number370C1GL00
Number of Individuals Covered391
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $140,119
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,592,516
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,630
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 )
Policy contract number10011769
Policy instance 1
Insurance contract or identification number10011769
Number of Individuals Covered164
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37,104
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $815,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,004
Insurance broker organization code?3
Insurance broker nameGILROY KERNAN & GILROY INC
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214051-0001
Policy instance 7
Insurance contract or identification number214051-0001
Number of Individuals Covered252
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $58,515
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,619,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,515
Insurance broker organization code?3
Insurance broker nameSOLID BENEFIT GUIDANCE
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2187/C3302
Policy instance 6
Insurance contract or identification numberG2187/C3302
Number of Individuals Covered113
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $32,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677784G
Policy instance 4
Insurance contract or identification number677784G
Number of Individuals Covered883
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37,841
Total amount of fees paid to insurance companyUSD $18,920
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $412,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,841
Amount paid for insurance broker fees18920
Additional information about fees paid to insurance brokerOTHER FEES
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP PLANS INC
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 3
Insurance contract or identification number211639-0001
Number of Individuals Covered22
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,968
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $223,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,929
Insurance broker organization code?3
Insurance broker nameGILROY KERNAN & GILROY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 2
Insurance contract or identification number017106
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,822
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,822
Insurance broker nameJOHN SCHMITT
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number619360
Policy instance 6
Insurance contract or identification number619360
Number of Individuals Covered1630
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $4,607
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $48,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,607
Insurance broker organization code?3
Insurance broker nameANTHONY PECONE
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 4
Insurance contract or identification number211639-0001
Number of Individuals Covered43
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,335
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $297,766
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,335
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN ASSOCIATES, INC.
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number370C1GL00
Policy instance 9
Insurance contract or identification number370C1GL00
Number of Individuals Covered390
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $160,510
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,350,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $160,510
Insurance broker organization code?3
Insurance broker nameSOLID BENEFIT GUIDANCE
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214051-0001
Policy instance 8
Insurance contract or identification number214051-0001
Number of Individuals Covered270
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,335
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,620,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,335
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN ASSOCIATES, INC.
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2187/C3302
Policy instance 7
Insurance contract or identification numberG2187/C3302
Number of Individuals Covered126
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $34,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 )
Policy contract number10011769
Policy instance 1
Insurance contract or identification number10011769
Number of Individuals Covered110
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $27,003
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $675,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,003
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN ASSOCIATES, INC.
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-000
Policy instance 2
Insurance contract or identification number10029Y1-000
Number of Individuals Covered1
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $9,164
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number677784G
Policy instance 5
Insurance contract or identification number677784G
Number of Individuals Covered882
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $43,875
Total amount of fees paid to insurance companyUSD $32,573
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $405,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,875
Amount paid for insurance broker fees21938
Additional information about fees paid to insurance brokerOTHER FEES
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP PLANS INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 3
Insurance contract or identification number017106
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,073
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,073
Insurance broker nameJOHN SCHMITT
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-000
Policy instance 2
Insurance contract or identification number10029Y1-000
Number of Individuals Covered8
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $63,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 )
Policy contract number10011769
Policy instance 1
Insurance contract or identification number10011769
Number of Individuals Covered101
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,520
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $537,994
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,520
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN ASSOCIATES, INC.
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 4
Insurance contract or identification number211639-0001
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,940
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $300,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,940
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN ASSOCIATES, INC.
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-001
Policy instance 6
Insurance contract or identification number10029Y1-001
Number of Individuals Covered17
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $51,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-003
Policy instance 7
Insurance contract or identification number10029Y1-003
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $3,611
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 number619360
Policy instance 8
Insurance contract or identification number619360
Number of Individuals Covered1477
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $4,310
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $45,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,310
Insurance broker organization code?3
Insurance broker nameANTHONY PECONE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number677784G
Policy instance 5
Insurance contract or identification number677784G
Number of Individuals Covered862
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,146
Total amount of fees paid to insurance companyUSD $18,073
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $361,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,146
Amount paid for insurance broker fees18073
Additional information about fees paid to insurance brokerADDITIONAL FEES
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP PLANS INC
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2187/C3302
Policy instance 9
Insurance contract or identification numberG2187/C3302
Number of Individuals Covered119
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $33,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214051-0001
Policy instance 10
Insurance contract or identification number214051-0001
Number of Individuals Covered271
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $56,538
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,473,353
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,538
Insurance broker organization code?3
Insurance broker nameSOLID BENEFIT GUIDANCE
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number370C1GL00
Policy instance 11
Insurance contract or identification number370C1GL00
Number of Individuals Covered414
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $154,766
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,158,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $154,766
Insurance broker organization code?3
Insurance broker nameSOLID BENEFIT GUIDANCE
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 3
Insurance contract or identification number017106
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
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-000
Policy instance 2
Insurance contract or identification number10029Y1-000
Number of Individuals Covered17
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $107,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029XY 000
Policy instance 9
Insurance contract or identification number10029XY 000
Number of Individuals Covered0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $16,655
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 number619360
Policy instance 8
Insurance contract or identification number619360
Number of Individuals Covered1022
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $4,271
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $44,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,271
Insurance broker organization code?3
Insurance broker nameANTHONY PECONE
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-003
Policy instance 7
Insurance contract or identification number10029Y1-003
Number of Individuals Covered2
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $12,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-001
Policy instance 6
Insurance contract or identification number10029Y1-001
Number of Individuals Covered14
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $139,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number677784G
Policy instance 5
Insurance contract or identification number677784G
Number of Individuals Covered1242
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,787
Total amount of fees paid to insurance companyUSD $27,438
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $347,866
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,787
Amount paid for insurance broker fees17393
Additional information about fees paid to insurance brokerADDITIONAL FEES
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP PLANS INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 3
Insurance contract or identification number017106
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
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 4
Insurance contract or identification number211639-0001
Number of Individuals Covered50
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,518
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $337,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,518
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN ASSOCIATES, INC.
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 )
Policy contract number10011769
Policy instance 1
Insurance contract or identification number10011769
Number of Individuals Covered90
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,342
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $358,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,342
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN ASSOCIATES, INC.
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029XY-000
Policy instance 1
Insurance contract or identification number10029XY-000
Number of Individuals Covered1069
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $4,845,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 )
Policy contract number10011769
Policy instance 3
Insurance contract or identification number10011769
Number of Individuals Covered86
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,327
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $358,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-000
Policy instance 4
Insurance contract or identification number10029Y1-000
Number of Individuals Covered14
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $112,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 7
Insurance contract or identification number211639-0001
Number of Individuals Covered60
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,503
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $378,313
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029XY-900
Policy instance 5
Insurance contract or identification number10029XY-900
Number of Individuals Covered6
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $51,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 6
Insurance contract or identification number017106
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
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number677784G
Policy instance 8
Insurance contract or identification number677784G
Number of Individuals Covered1223
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $340,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-001
Policy instance 9
Insurance contract or identification number10029Y1-001
Number of Individuals Covered14
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $141,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-003
Policy instance 10
Insurance contract or identification number10029Y1-003
Number of Individuals Covered2
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $6,319
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00993393
Policy instance 2
Insurance contract or identification number00993393
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,149
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $38,319
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029XY-000
Policy instance 1
Insurance contract or identification number10029XY-000
Number of Individuals Covered1114
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $5,061,335
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 numberG-2187,C-3302
Policy instance 10
Insurance contract or identification numberG-2187,C-3302
Number of Individuals Covered266
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $41,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-001
Policy instance 9
Insurance contract or identification number10029Y1-001
Number of Individuals Covered14
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $110,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number677784G
Policy instance 8
Insurance contract or identification number677784G
Number of Individuals Covered1296
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $56,090
Total amount of fees paid to insurance companyUSD $2,599
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $373,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,090
Amount paid for insurance broker fees2599
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP PLANS INC
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number211639-0001
Policy instance 7
Insurance contract or identification number211639-0001
Number of Individuals Covered317
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,489,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017106
Policy instance 6
Insurance contract or identification number017106
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,909
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,909
Insurance broker organization code?3
Insurance broker nameJOHN SCHMITT
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029XY-900
Policy instance 5
Insurance contract or identification number10029XY-900
Number of Individuals Covered18
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $87,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 )
Policy contract number017256
Policy instance 3
Insurance contract or identification number017256
Number of Individuals Covered40
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,092
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $277,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,092
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN ASSOCIATES, INC.
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00993393
Policy instance 2
Insurance contract or identification number00993393
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,343
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $78,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,343
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN ASSOCIATES, INC.
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10029Y1-000
Policy instance 4
Insurance contract or identification number10029Y1-000
Number of Individuals Covered24
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $162,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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