MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA
| Measure | Date | Value |
|---|
| 2022: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 50 |
| Total of all active and inactive participants | 2022-01-01 | 50 |
| Number of employers contributing to the scheme | 2022-01-01 | 2 |
| 2021: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 56 |
| Total of all active and inactive participants | 2021-01-01 | 56 |
| Number of employers contributing to the scheme | 2021-01-01 | 2 |
| 2020: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 45 |
| Total of all active and inactive participants | 2020-01-01 | 45 |
| Number of employers contributing to the scheme | 2020-01-01 | 2 |
| 2019: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 60 |
| Total of all active and inactive participants | 2019-01-01 | 60 |
| Number of employers contributing to the scheme | 2019-01-01 | 2 |
| 2018: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 56 |
| Total of all active and inactive participants | 2018-01-01 | 56 |
| Number of employers contributing to the scheme | 2018-01-01 | 2 |
| 2017: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 60 |
| Number of employers contributing to the scheme | 2017-01-01 | 2 |
| 2016: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 66 |
| 2015: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 67 |
| 2014: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 70 |
| 2013: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 75 |
| 2012: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 78 |
| 2011: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 73 |
| 2010: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 67 |
| 2009: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 83 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 96 |
| Measure | Date | Value |
|---|
| 2022 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $42,210 |
| Total plan liabilities at beginning of year | 2022-12-31 | $46,673 |
| Total income from all sources | 2022-12-31 | $1,149,377 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,521,242 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,391,054 |
| Total plan assets at end of year | 2022-12-31 | $899,191 |
| Total plan assets at beginning of year | 2022-12-31 | $1,275,519 |
| Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $25,027 |
| Other income received | 2022-12-31 | $-65,567 |
| Net income (gross income less expenses) | 2022-12-31 | $-371,865 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $856,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,228,846 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,214,944 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $105,161 |
| 2021 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $46,673 |
| Total plan liabilities at beginning of year | 2021-12-31 | $42,918 |
| Total income from all sources | 2021-12-31 | $1,320,394 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,332,726 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,202,029 |
| Total plan assets at end of year | 2021-12-31 | $1,275,519 |
| Total plan assets at beginning of year | 2021-12-31 | $1,284,096 |
| Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $25,200 |
| Other income received | 2021-12-31 | $15,172 |
| Net income (gross income less expenses) | 2021-12-31 | $-12,332 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,228,846 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,241,178 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,305,222 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $105,497 |
| 2020 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $42,918 |
| Total plan liabilities at beginning of year | 2020-12-31 | $44,603 |
| Total income from all sources | 2020-12-31 | $1,233,292 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,214,771 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,086,055 |
| Total plan assets at end of year | 2020-12-31 | $1,284,096 |
| Total plan assets at beginning of year | 2020-12-31 | $1,267,260 |
| Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $25,304 |
| Other income received | 2020-12-31 | $43,916 |
| Net income (gross income less expenses) | 2020-12-31 | $18,521 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,241,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,222,657 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,189,376 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $103,412 |
| 2019 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $44,603 |
| Total plan liabilities at beginning of year | 2019-12-31 | $45,714 |
| Total income from all sources | 2019-12-31 | $1,396,324 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,183,509 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,055,880 |
| Total plan assets at end of year | 2019-12-31 | $1,267,260 |
| Total plan assets at beginning of year | 2019-12-31 | $1,055,556 |
| Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $25,626 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $2,566 |
| Other income received | 2019-12-31 | $46,381 |
| Net income (gross income less expenses) | 2019-12-31 | $212,815 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,222,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,009,842 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,347,377 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $102,003 |
| 2018 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $45,714 |
| Total plan liabilities at beginning of year | 2018-12-31 | $42,076 |
| Total income from all sources | 2018-12-31 | $1,189,386 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,192,776 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,059,381 |
| Total plan assets at end of year | 2018-12-31 | $1,055,556 |
| Total plan assets at beginning of year | 2018-12-31 | $1,055,308 |
| Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $26,874 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $7,708 |
| Other income received | 2018-12-31 | $11,995 |
| Net income (gross income less expenses) | 2018-12-31 | $-3,390 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,009,842 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,013,232 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,169,683 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $106,521 |
| 2017 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $42,076 |
| Total plan liabilities at beginning of year | 2017-12-31 | $47,351 |
| Total income from all sources | 2017-12-31 | $1,215,122 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,252,449 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,122,741 |
| Total plan assets at end of year | 2017-12-31 | $1,055,308 |
| Total plan assets at beginning of year | 2017-12-31 | $1,097,910 |
| Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $29,266 |
| Other income received | 2017-12-31 | $16,277 |
| Net income (gross income less expenses) | 2017-12-31 | $-37,327 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,013,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,050,559 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,198,845 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $100,442 |
| 2016 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $47,351 |
| Total plan liabilities at beginning of year | 2016-12-31 | $50,239 |
| Total income from all sources | 2016-12-31 | $1,198,195 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,281,103 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,151,902 |
| Total plan assets at end of year | 2016-12-31 | $1,097,910 |
| Total plan assets at beginning of year | 2016-12-31 | $1,183,706 |
| Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $9,326 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $19,107 |
| Other income received | 2016-12-31 | $24,986 |
| Net income (gross income less expenses) | 2016-12-31 | $-82,908 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,050,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,133,467 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,163,883 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $110,094 |
| 2015 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $50,239 |
| Total plan liabilities at beginning of year | 2015-12-31 | $85,138 |
| Total income from all sources | 2015-12-31 | $1,079,118 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,370,099 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,095,729 |
| Total plan assets at end of year | 2015-12-31 | $1,183,706 |
| Total plan assets at beginning of year | 2015-12-31 | $1,509,586 |
| Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $11,503 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $53,436 |
| Other income received | 2015-12-31 | $5,265 |
| Net income (gross income less expenses) | 2015-12-31 | $-290,981 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,133,467 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,424,448 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,062,350 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $220,934 |
| 2014 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $85,138 |
| Total plan liabilities at beginning of year | 2014-12-31 | $129,905 |
| Total income from all sources | 2014-12-31 | $1,080,151 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,555,631 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,134,968 |
| Total plan assets at end of year | 2014-12-31 | $1,509,586 |
| Total plan assets at beginning of year | 2014-12-31 | $2,029,833 |
| Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $135,074 |
| Other income received | 2014-12-31 | $10,327 |
| Net income (gross income less expenses) | 2014-12-31 | $-475,480 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,424,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,899,928 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,069,824 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $285,589 |
| 2013 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $129,905 |
| Total plan liabilities at beginning of year | 2013-12-31 | $125,250 |
| Total income from all sources | 2013-12-31 | $1,053,094 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,490,757 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,080,302 |
| Total plan assets at end of year | 2013-12-31 | $2,029,833 |
| Total plan assets at beginning of year | 2013-12-31 | $2,462,841 |
| Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $144,032 |
| Other income received | 2013-12-31 | $16,921 |
| Net income (gross income less expenses) | 2013-12-31 | $-437,663 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,899,928 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,337,591 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,036,173 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $266,423 |
| 2012 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $125,250 |
| Total plan liabilities at beginning of year | 2012-12-31 | $144,942 |
| Total income from all sources | 2012-12-31 | $959,979 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,472,170 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,111,725 |
| Total plan assets at end of year | 2012-12-31 | $2,462,841 |
| Total plan assets at beginning of year | 2012-12-31 | $2,994,724 |
| Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $117,697 |
| Other income received | 2012-12-31 | $22,974 |
| Net income (gross income less expenses) | 2012-12-31 | $-512,191 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,337,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,849,782 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $937,005 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $242,748 |
| 2011 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $144,942 |
| Total plan liabilities at beginning of year | 2011-12-31 | $122,445 |
| Total income from all sources | 2011-12-31 | $889,564 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,200,765 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $725,147 |
| Total plan assets at end of year | 2011-12-31 | $2,994,724 |
| Total plan assets at beginning of year | 2011-12-31 | $3,283,428 |
| Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $26,763 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $166,797 |
| Other income received | 2011-12-31 | $49,032 |
| Net income (gross income less expenses) | 2011-12-31 | $-311,201 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,849,782 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,160,983 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $813,769 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $308,821 |
| 2010 : MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $122,445 |
| Total plan liabilities at beginning of year | 2010-12-31 | $313,365 |
| Total income from all sources | 2010-12-31 | $244,227 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,131,233 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $680,725 |
| Total plan assets at end of year | 2010-12-31 | $3,283,428 |
| Total plan assets at beginning of year | 2010-12-31 | $4,361,354 |
| Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $29,306 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $139,884 |
| Other income received | 2010-12-31 | $169,209 |
| Net income (gross income less expenses) | 2010-12-31 | $-887,006 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,160,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,047,989 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $45,712 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $310,624 |
| 2022: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Multi-employer plan |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Multi-employer plan |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Multi-employer plan |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Multi-employer plan |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-employer plan |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Multi-employer plan |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Multi-employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Multi-employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Multi-employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Multi-employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Multi-employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3342764 |
| Policy instance | 2 |
| Insurance contract or identification number | 3342764 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $19,008 | | Total amount of fees paid to insurance company | USD $129 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,267,210 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,008 | | Amount paid for insurance broker fees | 129 | | Additional information about fees paid to insurance broker | SERVICE/GENERAL AGENT PAYMENTS | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 1 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $315 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $37,631 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $315 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 1 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $332 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $40,059 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $332 | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3342764 |
| Policy instance | 2 |
| Insurance contract or identification number | 3342764 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $15,057 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,003,784 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,057 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 1 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 126 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $326 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $34,241 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $326 | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3342764 |
| Policy instance | 2 |
| Insurance contract or identification number | 3342764 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $15,542 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,036,097 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,542 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0737386 |
| Policy instance | 1 |
| Insurance contract or identification number | 0737386 | | Number of Individuals Covered | 123 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $14,773 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $977,789 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,773 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 2 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 145 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $34,963 | | 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 number | 0737386 |
| Policy instance | 1 |
| Insurance contract or identification number | 0737386 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2016-07-01 | | Insurance policy end date | 2017-06-30 | | Total amount of commissions paid to insurance broker | USD $16,617 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,113,470 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,617 | | Insurance broker organization code? | 3 | | Insurance broker name | SEGAL COMPANY (NY) |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 2 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,500 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $42,879 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,015 | | Insurance broker organization code? | 3 | | Insurance broker name | SEGAL COMPANY, INC. |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611019 |
| Policy instance | 1 |
| Insurance contract or identification number | 00611019 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $490,063 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 2 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 177 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $61,234 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $692 | | Insurance broker organization code? | 3 | | Insurance broker name | SEGAL COMPANY, INC. |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611019 |
| Policy instance | 3 |
| Insurance contract or identification number | 00611019 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $487,036 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 2 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 191 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,032 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $91,335 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,032 | | Insurance broker organization code? | 3 | | Insurance broker name | SEGAL COMPANY, INC. |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 376202 |
| Policy instance | 1 |
| Insurance contract or identification number | 376202 | | Number of Individuals Covered | 132 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $329,078 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 2 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 192 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,025 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $90,698 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,025 | | Insurance broker organization code? | 3 | | Insurance broker name | SEGAL COMPANY, INC. |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 376202 |
| Policy instance | 1 |
| Insurance contract or identification number | 376202 | | Number of Individuals Covered | 132 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $473,318 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 376202 |
| Policy instance | 1 |
| Insurance contract or identification number | 376202 | | Number of Individuals Covered | 153 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $539,376 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 2 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 202 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $983 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $86,992 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $983 | | Insurance broker organization code? | 3 | | Insurance broker name | SEGAL COMPANY, INC. |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 2 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 215 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $818 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $72,415 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 376202 |
| Policy instance | 1 |
| Insurance contract or identification number | 376202 | | Number of Individuals Covered | 190 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $280,984 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 15437 |
| Policy instance | 2 |
| Insurance contract or identification number | 15437 | | Number of Individuals Covered | 213 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $894 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $79,136 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 376202 |
| Policy instance | 1 |
| Insurance contract or identification number | 376202 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $380,831 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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